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Name Holding Trade Value Shares
Change 		Change in
Stake
WC
1326
Weil Company
California
$682K – – –
WC
1327
Wynn Capital
Georgia
$681K – – –
CL
1328
CLG LLC
California
$680K +$22.3K +98 +3%
MHWM
1329
Montz Harcus Wealth Management
Louisiana
$676K -$2.96K -13 -0.4%
GAMC
1330
Garner Asset Management Corp
Texas
$676K +$33.7K +148 +5%
MWM
1331
Meadowbrook Wealth Management
New York
$676K +$479K +2,105 +163%
AO
1332
Advisor OS
Illinois
$674K +$89.5K +393 +13%
CWA
1333
Consilium Wealth Advisory
Texas
$674K +$69.2K +304 +10%
FFA
1334
Fi3 Financial Advisors
Indiana
$674K +$296K +1,298 +62%
PHIC
1335
Pine Haven Investment Counsel
Massachusetts
$673K – – –
KP
1336
Keel Point
Alabama
$673K -$52.1K -229 -6%
LA
1337
Legacy Advisors
Pennsylvania
$673K -$18.9K -83 -2%
EWS
1338
Evergreen Wealth Solutions
Pennsylvania
$673K +$769K +3,379 New
WQ
1339
Wealth Quarterback
New Jersey
$670K +$26.2K +115 +4%
MYAM
1340
Meiji Yasuda Asset Management
Japan
$669K +$13.9K +61 +2%
MWC
1341
MBM Wealth Consultants
Missouri
$666K +$911 +4 +0.1%
LWCFA
1342
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$666K – – –
DTC
1343
Davidson Trust Company
Washington
$665K -$125K -547 -14%
FWP
1344
Firethorn Wealth Partners
Georgia
$664K +$471K +2,068 +163%
I2I
1345
Insight 2811 Inc
Illinois
$663K +$30.5K +134 +4%
WC
1346
Waterloo Capital
Texas
$661K -$7.06K -31 -0.9%
SWM
1347
SeaCrest Wealth Management
New York
$659K +$83.8K +368 +13%
CBTWT
1348
Community Bank & Trust (Waco, Texas)
Texas
$659K – – –
FAG
1349
Fortitude Advisory Group
Washington
$657K +$505K +2,216 +204%
SEIA
1350
Signature Estate & Investment Advisors
California
$657K -$452K -1,984 -38%
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