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Name Holding Trade Value Shares
Change 		Change in
Stake
FW
3626
FullCircle Wealth
Texas
$4.03M -$752K -3,722 -16%
HFO
3627
Heritage Family Offices
Arizona
$4.03M – – –
CIA
3628
Cape Investment Advisory
Georgia
$4.02M +$650K +3,220 +20%
ICM
3629
Islay Capital Management
Texas
$4.02M -$140K -694 -3%
PCP
3630
Panoramic Capital Partners
Oregon
$4.02M +$126K +626 +3%
FWM
3631
FMB Wealth Management
California
$4.02M +$435K +2,155 +12%
ACM
3632
Arcataur Capital Management
Wisconsin
$4.01M +$15.3K +76 +0.4%
WCM
3633
Winebrenner Capital Management
Kentucky
$3.99M +$69.1K +342 +2%
MCWA
3634
Meadow Creek Wealth Advisors
Georgia
$3.99M -$26.3K -130 -0.7%
SWP
3635
Summit Wealth Partners
Florida
$3.99M -$44.6K -221 -1%
PWM
3636
Prosperity Wealth Management
California
$3.99M -$169K -835 -4%
IWN
3637
Independent Wealth Network
Iowa
$3.98M -$285K -1,409 -7%
TFG
3638
Taylor Financial Group
Virginia
$3.98M +$26.9K +133 +0.7%
CCM
3639
Connective Capital Management
California
$3.98M – – –
RA
3640
Rational Advisors
New York
$3.97M +$1M +4,973 +35%
CP
3641
Clarendon Private
Massachusetts
$3.97M -$896K -4,437 -19%
FCMA
3642
Foresight Capital Management Advisors
Michigan
$3.97M +$107K +532 +3%
CCG
3643
Cloverfields Capital Group
Minnesota
$3.97M -$52.7K -261 -1%
CA
3644
Carson Advisory
Georgia
$3.97M -$159K -788 -4%
RA
3645
Rockingstone Advisors
Massachusetts
$3.97M -$1.2M -5,924 -23%
PHWM
3646
Pine Harbor Wealth Management
Maryland
$3.96M +$187K +928 +5%
PHAM
3647
Palisades Hudson Asset Management
Florida
$3.96M -$263K -1,301 -6%
CS
3648
Crescent Sterling
Louisiana
$3.96M -$641K -3,176 -14%
SBF
3649
Sara-Bay Financial
Florida
$3.96M -$111K -551 -3%
CA
3650
Cumberland Advisors
Florida
$3.95M -$35.9K -178 -0.9%
144 145
146
147 148