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Name Holding Trade Value Shares
Change 		Change in
Stake
LC
3401
Lavaca Capital
Texas
$637K -$17.4K -180 -3%
JWM
3402
Jackson Wealth Management
Florida
$636K -$63.8K -660 -10%
MC
3403
Miramar Capital
Illinois
$636K -$48K -497 -7%
CA
3404
CSM Advisors
Pennsylvania
$635K – – –
RW
3405
Regimen Wealth
Georgia
$634K +$315K +3,260 +111%
SWA
3406
Sutton Wealth Advisors
Florida
$634K -$1.18M -12,233 -67%
IF
3407
Integrity Financial
Wyoming
$634K +$61.7K +639 +12%
ST
3408
Sentinel Trust
Texas
$633K -$123K -1,275 -17%
TCM
3409
Tanaka Capital Management
New York
$632K – – –
WAL
3410
W Advisors LLC
Tennessee
$632K +$14.1K +146 +2%
SFWA
3411
Summit Financial Wealth Advisors
Louisiana
$628K -$66.7K -690 -10%
CCP
3412
Carmel Capital Partners
California
$628K -$19.3K -200 -3%
AI
3413
AXS Investments
New York
$628K +$30.9K +320 +6%
RWA
3414
Rooted Wealth Advisors
Illinois
$627K -$60.4K -625 -9%
JSAM
3415
J. Safra Asset Management
New York
$625K +$585K +6,055 New
GCA
3416
Greenwood Capital Associates
South Carolina
$624K +$583K +6,039 New
HIF
3417
Hill Island Financial
Michigan
$623K +$7.05K +73 +1%
SCM
3418
Sebold Capital Management
Illinois
$622K +$5.89K +61 +1%
4WM
3419
44 Wealth Management
Oregon
$622K +$103K +1,070 +22%
PRWA
3420
Platte River Wealth Advisors
Colorado
$621K -$2.34M -24,183 -80%
CI
3421
CAZ Investments
Texas
$620K – – –
CBT
3422
CoreFirst Bank & Trust
Kansas
$618K -$13.7K -142 -2%
RLIM
3423
Red Lighthouse Investment Management
New York
$616K -$44.4K -460 -7%
DACG
3424
Donor Advised Charitable Giving
California
$616K – – –
TA
3425
TFB Advisors
Kansas
$615K +$61.3K +634 +12%
135 136
137
138 139