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Name Holding Trade Value Shares
Change 		Change in
Stake
SI
1326
Seeds Investor
New York
$744K +$554K +2,489 +263%
WC
1327
Weil Company
California
$742K – – –
CL
1328
CLG LLC
California
$742K +$2.23K +10 +0.3%
WC
1329
Wynn Capital
Georgia
$741K – – –
SP
1330
Stonebrook Private
Michigan
$740K +$41.6K +187 +6%
WIM
1331
WealthPlan Investment Management
Nebraska
$738K +$35.4K +159 +5%
RWM
1332
Riverbend Wealth Management
South Carolina
$737K +$194K +871 +34%
FWP
1333
Falcon Wealth Planning
California
$733K +$163K +734 +28%
PHIC
1334
Pine Haven Investment Counsel
Massachusetts
$732K – – –
DTC
1335
Davidson Trust Company
Washington
$728K +$5.12K +23 +0.7%
CWA
1336
Consilium Wealth Advisory
Texas
$727K -$6.23K -28 -0.8%
PCG
1337
Prosperity Consulting Group
Maryland
$726K +$118K +529 +19%
CBTWT
1338
Community Bank & Trust (Waco, Texas)
Texas
$717K – – –
TCBWMS
1339
Texas Capital Bank Wealth Management Services
Texas
$717K +$149K +668 +25%
LA
1340
LexAurum Advisors
Kansas
$716K +$5.56K +25 +0.8%
MHWM
1341
Montz Harcus Wealth Management
Louisiana
$714K -$22.7K -102 -3%
BCG
1342
Breakwater Capital Group
New Jersey
$713K -$63.4K -285 -8%
PA
1343
PFG Advisors
Arizona
$712K -$93.4K -420 -11%
DE
1344
Defiance ETFs
New York
$711K +$161K +724 +29%
PWMG
1345
Pinnacle Wealth Management Group
Michigan
$708K – – –
RFS
1346
RM Financial Services
Maine
$708K – – –
ZF
1347
Zhang Financial
Michigan
$706K -$6.9K -31 -0.9%
RFA
1348
Register Financial Advisors
Georgia
$706K +$667 +3 +0.1%
AWM
1349
Ameliora Wealth Management
Switzerland
$704K – – –
WMA
1350
Wealth Management Associates
New Jersey
$704K +$87.2K +392 +14%
52 53
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55 56