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Name Holding Trade Value Shares
Change 		Change in
Stake
E3F
3376
Eight 31 Financial
Texas
$4.91M -$163K -809 -3%
NC
3377
North Capital
Utah
$4.91M +$1.72M +8,532 +55%
BPWM
3378
BCS Private Wealth Management
New Jersey
$4.91M +$4.83M +23,911 New
EWM
3379
Echo Wealth Management
Minnesota
$4.9M -$1.11M -5,490 -19%
DIP
3380
Davis Investment Partners
North Carolina
$4.9M +$360K +1,783 +8%
EGA
3381
E&G Advisors
Texas
$4.89M -$274K -1,359 -5%
NAG
3382
Northstar Advisory Group
New Jersey
$4.89M -$1.05M -5,209 -18%
EWS
3383
Evergreen Wealth Solutions
Pennsylvania
$4.89M +$330K +1,633 +7%
SAM
3384
Sycomore Asset Management
France
$4.89M – – –
PR
3385
Payden & Rygel
California
$4.88M -$7.41M -36,700 -61%
VP
3386
Verum Partners
North Carolina
$4.88M -$201K -996 -4%
AAM
3387
Austin Asset Management
Texas
$4.88M -$254K -1,258 -5%
DA
3388
Detalus Advisors
Missouri
$4.87M -$31.7K -157 -0.7%
HA
3389
Hofer & Associates
California
$4.87M +$13.1K +65 +0.3%
ABWM
3390
Alpine Bank Wealth Management
Colorado
$4.87M +$22.8K +113 +0.5%
WIC
3391
Wilkins Investment Counsel
Massachusetts
$4.87M -$80.8K -400 -2%
SHF
3392
Safe Harbor Fiduciary
Florida
$4.87M +$466K +2,309 +11%
BSAM
3393
Blue Square Asset Management
New York
$4.87M +$179K +888 +4%
VCWM
3394
Vista Cima Wealth Management
Arizona
$4.86M +$184K +911 +4%
AA
3395
Addison Advisors
Vermont
$4.86M -$202K -1,001 -4%
HWM
3396
HRC Wealth Management
Idaho
$4.86M +$53.7K +266 +1%
CWM
3397
Collaborative Wealth Management
Florida
$4.84M -$16.8K -83 -0.4%
CA
3398
Cannon Advisors
North Carolina
$4.84M -$109K -538 -2%
FC
3399
Fairscale Capital
New Hampshire
$4.84M +$255K +1,264 +6%
AC
3400
Annandale Capital
Texas
$4.84M +$606 +3 +0%
134 135
136
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