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Name Holding Trade Value Shares
Change 		Change in
Stake
FDS
3301
First Dallas Securities
Texas
$1.52M +$291K +2,423 +27%
GAA
3302
Green Alpha Advisors
Colorado
$1.51M +$1.37M +11,416 New
DP
3303
Divergent Planning
Maryland
$1.51M +$1.37M +11,420 New
MHR
3304
Matthew Hamilton Rosenberg
$1.51M +$191K +1,586 +16%
WFC
3305
Western Financial Corp
California
$1.5M +$1.36M +11,333 New
MFA
3306
McClarren Financial Advisors
Pennsylvania
$1.5M +$1.36M +11,313 New
SWM
3307
Sanctuary Wealth Management
Idaho
$1.49M -$64.5K -536 -5%
GTCM
3308
Gyon Technologies Capital Management
New Jersey
$1.49M +$1.04M +8,655 +338%
CM
3309
Columbus Macro
Pennsylvania
$1.49M -$845K -7,023 -39%
EIP
3310
Easterly Investment Partners
Massachusetts
$1.48M -$8.59M -71,393 -86%
OWM
3311
Orgel Wealth Management
Wisconsin
$1.48M -$10.2K -85 -0.8%
EW
3312
Element Wealth
Mississippi
$1.48M -$18.9K -157 -1%
GC
3313
Gibson Capital
Pennsylvania
$1.48M +$285K +2,366 +27%
JHP
3314
James Hambro & Partners
United Kingdom
$1.48M +$633K +5,265 +90%
GWI
3315
Grace & White Inc
New York
$1.47M – – –
MIAS
3316
Mason Investment Advisory Services
Virginia
$1.46M -$289K -2,404 -18%
HSWM
3317
Hubbell Strickland Wealth Management
Louisiana
$1.46M -$44K -366 -3%
SL
3318
Salomon & Ludwin
Virginia
$1.45M +$65.6K +545 +5%
NQWM
3319
Northwest Quadrant Wealth Management
Oregon
$1.45M -$63.4K -527 -5%
HCA
3320
Heck Capital Advisors
Wisconsin
$1.45M -$722 -6 -0.1%
IAA
3321
Ironsides Asset Advisors
North Carolina
$1.44M +$13.2K +110 +1%
SFPG
3322
Stonebridge Financial Planning Group
Florida
$1.44M – – –
PPWM
3323
PFG Private Wealth Management
Florida
$1.44M +$12.9K +107 +1%
WWM
3324
WJ Wealth Management
Arizona
$1.44M -$4.93K -41 -0.4%
FFA
3325
Freedman Financial Associates
Massachusetts
$1.44M +$1.3M +10,838 New
131 132
133
134 135