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Name Holding Trade Value Shares
Change 		Change in
Stake
LA
1876
LM Advisors
California
$2.29M +$770K +1,878 +85%
SC
1877
Stance Capital
Massachusetts
$2.28M -$2.46M -5,991 -60%
MA
1878
MJP Associates
Connecticut
$2.27M +$411K +1,003 +34%
KWM
1879
Kingsman Wealth Management
Florida
$2.26M +$618K +1,508 +63%
FSCM
1880
Front Street Capital Management
Montana
$2.26M -$1.18M -2,875 -40%
AF
1881
Apollon Financial
South Carolina
$2.25M -$7.79K -19 -0.5%
BMWS
1882
Brady Martz Wealth Solutions
North Dakota
$2.25M -$86.9K -212 -5%
CA
1883
Claro Advisors
Massachusetts
$2.25M +$319K +778 +25%
CCA
1884
Coign Capital Advisors
Utah
$2.25M -$49.2K -120 -3%
LA
1885
Lifeworks Advisors
Michigan
$2.24M +$167K +408 +12%
RFS
1886
Richardson Financial Services
Massachusetts
$2.24M -$50.8K -124 -3%
CF
1887
Convergence Financial
Missouri
$2.24M +$735K +1,793 +87%
FI
1888
Fosun International
China
$2.23M +$264K +643 +20%
LOIM
1889
Liberty One Investment Management
Illinois
$2.23M -$1.41M -3,440 -47%
CFO
1890
CVA Family Office
Colorado
$2.23M +$8.2K +20 +0.5%
PWG
1891
Portside Wealth Group
Utah
$2.23M +$58.6K +143 +4%
GWAG
1892
Garrett Wealth Advisory Group
Texas
$2.22M -$1.64K -4 -0.1%
WPW
1893
Waldron Private Wealth
Pennsylvania
$2.22M -$57.8K -141 -4%
SWA
1894
SOA Wealth Advisors
New York
$2.21M -$66.4K -162 -4%
WA
1895
Wealth Alliance
New York
$2.21M -$34.4K -84 -2%
I
1896
InterCapital
Texas
$2.21M +$1.56M +3,800 New
QAM
1897
Q3 Asset Management
Michigan
$2.21M +$1.56M +3,798 New
PPW
1898
Parcion Private Wealth
Washington
$2.21M +$460K +1,121 +42%
SFG
1899
Synergy Financial Group
California
$2.2M +$17.6K +43 +1%
MFG
1900
Menard Financial Group
Texas
$2.2M +$5.74K +14 +0.4%
74 75
76
77 78