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Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
2551
Pursue Wealth Partners
California
$5.95M -$19.6K -125 -0.3%
SCM
2552
Sandler Capital Management
New York
$5.94M +$6.75M +43,000 New
TI
2553
tru Independence
Oregon
$5.94M -$73.9K -471 -1%
BL
2554
BCWM LLC
Kansas
$5.94M -$1.55M -9,860 -19%
PIN
2555
Prudent Investors Network
California
$5.94M -$67.8K -432 -1%
BCP
2556
Blackhawk Capital Partners
Wisconsin
$5.93M -$107K -681 -2%
CRI
2557
Colonial River Investments
Virginia
$5.93M -$654K -4,164 -9%
PSB
2558
Piscataqua Savings Bank
New Hampshire
$5.92M -$222K -1,416 -3%
AC
2559
AlphaCore Capital
California
$5.92M +$1.86M +11,820 +38%
WR
2560
WD Rutherford
Oregon
$5.91M -$293K -1,870 -4%
LFP
2561
Leeward Financial Partners
Washington
$5.91M +$58.2K +371 +0.9%
SAM
2562
Socorro Asset Management
Texas
$5.89M -$2.42M -15,420 -27%
PI
2563
Pettee Investors
Connecticut
$5.89M -$201K -1,280 -3%
LCM
2564
Linker Capital Management
Kentucky
$5.89M – – –
JIC
2565
JRM Investment Counsel
Nebraska
$5.88M -$204K -1,298 -3%
NWM
2566
Northwest Wealth Management
Iowa
$5.86M +$238K +1,515 +4%
PA
2567
PSI Advisors
Florida
$5.83M -$361K -2,300 -5%
BWP
2568
Bernardo Wealth Planning
Pennsylvania
$5.82M +$11K +70 +0.2%
GA
2569
Greenspring Advisors
Maryland
$5.81M +$137K +876 +2%
WF
2570
Wayfinding Financial
Washington
$5.81M +$39.4K +251 +0.6%
AFPL
2571
Advus Financial Partners, LLC
Florida
$5.81M +$1.93M +12,273 +41%
GBI
2572
GP Brinson Investments
Illinois
$5.8M – – –
LAM
2573
Lynch Asset Management
Pennsylvania
$5.8M -$157K -1,000 -2%
BA
2574
Bridge Advisory
California
$5.8M -$84.4K -538 -1%
CST
2575
Charles Schwab Trust
Nevada
$5.8M -$255K -1,627 -4%
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