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Name Holding Trade Value Shares
Change 		Change in
Stake
MSFS
2176
Main Street Financial Solutions
Pennsylvania
$10.5M -$14.3M -62,289 -58%
AC
2177
Apella Capital
Connecticut
$10.5M +$1.34M +5,837 +15%
BL
2178
BCWM LLC
Kansas
$10.5M +$2.73M +11,950 +36%
GBWM
2179
Granite Bay Wealth Management
New Hampshire
$10.4M +$529K +2,311 +5%
MCC
2180
Money Concepts Capital
Florida
$10.4M +$72.8K +318 +0.7%
ACA
2181
Atlas Capital Advisors
Wyoming
$10.4M +$10.3M +45,230 New
NCM
2182
Next Capital Management
New York
$10.4M -$322K -1,406 -3%
TPWA
2183
TRUE Private Wealth Advisors
Oregon
$10.4M -$62.9K -275 -0.6%
RWM
2184
Rockline Wealth Management
New York
$10.4M +$206K +900 +2%
SI
2185
SCP Investment
California
$10.4M +$10.3M +45,000 New
FMI
2186
Frec Markets Inc
California
$10.4M +$10.3M +44,865 New
FWM
2187
Finer Wealth Management
Massachusetts
$10.4M +$173K +754 +2%
SAM
2188
Sompo Asset Management
Japan
$10.3M -$1.37M -5,995 -12%
PCG
2189
PFC Capital Group
California
$10.3M -$110K -481 -1%
PF
2190
Prosperitas Financial
California
$10.3M +$427K +1,866 +4%
JEST
2191
JTC Employer Solutions Trustee
Jersey
$10.3M – – –
CPA
2192
Cardiff Park Advisors
California
$10.3M -$23.3K -102 -0.2%
LCC
2193
Lincoln Capital Corp
Rhode Island
$10.3M -$146K -636 -1%
AF
2194
AGP Franklin
Tennessee
$10.3M +$101K +441 +1%
BAM
2195
Brave Asset Management
New Jersey
$10.3M -$120K -525 -1%
OL
2196
Optas LLC
Texas
$10.2M +$624K +2,727 +7%
CWP
2197
Concord Wealth Partners
Virginia
$10.2M +$524K +2,291 +5%
AAMA
2198
Advanced Asset Management Advisors
Ohio
$10.2M -$1.18M -5,148 -10%
UB
2199
Umpqua Bank
Oregon
$10.2M +$75.3K +329 +0.8%
GJWM
2200
Gilliland Jeter Wealth Management
Arkansas
$10.2M -$245K -1,071 -2%
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88
89 90