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Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
3976
Cape Investment Advisory
Georgia
$4.1M -$126K -535 -3%
AW
3977
Avion Wealth
Texas
$4.1M +$233K +987 +6%
AWMT
3978
AAFMAA Wealth Management & Trust
North Carolina
$4.1M -$574K -2,437 -13%
WFP
3979
Wrenne Financial Planning
Kentucky
$4.1M +$818K +3,470 +27%
MCC
3980
Malaga Cove Capital
California
$4.09M -$43.6K -185 -1%
WAG
3981
Wallace Advisory Group
California
$4.09M +$1.23M +5,212 +42%
GA
3982
Guerra Advisors
Florida
$4.09M +$3.85M +16,320 New
KFS
3983
Kelly Financial Services
Massachusetts
$4.08M -$198K -841 -5%
BOSSRA
3984
B.O.S.S. Retirement Advisors
Utah
$4.08M -$23.9M -101,607 -86%
VFG
3985
V2 Financial group
Illinois
$4.08M – – –
WFA
3986
Wade Financial Advisory
California
$4.08M -$49.3K -209 -1%
DSCM
3987
Del-Sette Capital Management
New York
$4.07M -$122K -518 -3%
4WM
3988
4J Wealth Management
Virginia
$4.07M -$54.2K -230 -1%
WPW
3989
Watershed Private Wealth
Illinois
$4.07M -$42.4K -180 -1%
MECA
3990
Miller Equity Capital Advisors
Texas
$4.07M – – –
AI
3991
Aperture Investors
New York
$4.06M -$773K -3,278 -17%
CB
3992
Centennial Bank
Arkansas
$4.06M -$26.6K -113 -0.7%
SAM
3993
Strive Asset Management
Ohio
$4.06M +$3.82M +16,204 New
HI
3994
Human Investing
Oregon
$4.05M -$118K -500 -3%
AIA
3995
Affinity Investment Advisors
California
$4.04M -$13.7K -58 -0.4%
CCIA
3996
Campbell & Co Investment Adviser
Maryland
$4.03M +$703K +2,981 +23%
TW
3997
Towerpoint Wealth
California
$4.03M -$740K -3,138 -16%
EPAM
3998
Evelyn Partners Asset Management
$4.03M +$3.79M +16,083 New
AWS
3999
Aspen Wealth Strategies
Colorado
$4.02M +$22.9K +97 +0.6%
HHGA
4000
Halbert Hargrove Global Advisors
California
$4.02M +$24.3K +103 +0.6%
158 159
160
161 162