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Name Holding Trade Value Shares
Change 		Change in
Stake
SWRP
2501
Summit Wealth & Retirement Planning
California
$316K -$5.12K -24 -2%
HIP
2502
Harrell Investment Partners
Texas
$316K -$4.27K -20 -1%
RWM
2503
Riverbend Wealth Management
South Carolina
$316K +$9.61K +45 +3%
AAS
2504
Annex Advisory Services
Wisconsin
$316K +$19K +89 +6%
FSA
2505
Franklin Street Advisors
North Carolina
$316K – – –
4WM
2506
4J Wealth Management
Virginia
$316K +$7.9K +37 +2%
AFC
2507
Ares Financial Consulting
California
$315K +$156K +730 +95%
BA
2508
Birinyi Associates
Connecticut
$315K +$64.1K +300 +24%
WKWM
2509
Walter & Keenan Wealth Management
Indiana
$315K +$62.1K +291 +23%
FFWA
2510
FRG Family Wealth Advisors
Washington
$315K -$427 -2 -0.1%
SIC
2511
SJS Investment Consulting
Ohio
$314K +$267K +1,252 +427%
AWA
2512
AGH Wealth Advisors
Kansas
$314K +$22.2K +104 +7%
MLM
2513
Mount Lucas Management
Pennsylvania
$312K +$328K +1,534 New
PWP
2514
Prasad Wealth Partners
Ohio
$311K +$641 +3 +0.2%
SIA
2515
Sovereign Investment Advisors
Arizona
$310K +$326K +1,525 New
SCI
2516
Silver Coast Investments
United States
$310K – – –
EWP
2517
Equity Wealth Partners
Missouri
$309K +$15.4K +72 +5%
UFA
2518
Unify Financial Advisors
Florida
$308K -$2.13K -10 -0.7%
CCAM
2519
Cascades Capital Asset Management
North Carolina
$308K +$192K +900 +146%
CA
2520
CGN Advisors
Kansas
$308K +$3.2K +15 +1%
ACM
2521
Alessandra Capital Management
California
$307K -$6.41K -30 -2%
SEP
2522
Signature Equity Partners
Ohio
$307K -$211K -989 -40%
AG
2523
AlTi Global
New York
$306K +$8.75K +41 +3%
BOJHT
2524
Bank of Jackson Hole Trust
Wyoming
$306K +$39.7K +186 +14%
OGF
2525
Orin Green Financial
California
$306K – – –
99 100
101
102 103