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Name Holding Trade Value Shares
Change 		Change in
Stake
FC
1551
Forte Capital
New York
$341K +$3.11K +19 +1%
CW
1552
Cook Wealth
North Carolina
$341K -$9.32K -57 -3%
MTWM
1553
Masso Torrence Wealth Management
New Jersey
$341K – – –
WTA
1554
Washington Trust Advisors
Massachusetts
$339K -$128K -785 -31%
FFA
1555
Farther Finance Advisors
California
$339K +$291K +1,779 New
HIP
1556
HUB Investment Partners
Texas
$338K -$45K -275 -13%
MWM
1557
Merriman Wealth Management
Washington
$337K +$2.29K +14 +0.8%
MSA
1558
Marino Stram & Associates
Massachusetts
$336K -$47.9K -293 -14%
PFM
1559
Parsec Financial Management
North Carolina
$336K +$12.6K +77 +5%
PCM
1560
Pointe Capital Management
Michigan
$333K +$286K +1,746 New
FWM
1561
FMB Wealth Management
California
$333K +$286K +1,747 New
FG
1562
Foster Group
Iowa
$333K +$286K +1,746 New
AF
1563
Advisornet Financial
Minnesota
$332K -$246K -1,504 -46%
AWG
1564
Altus Wealth Group
Colorado
$331K +$51.5K +315 +22%
CCM
1565
Carlson Capital Management
Minnesota
$331K +$284K +1,739 New
EP
1566
Elkhorn Partners
Nebraska
$331K -$146K -895 -34%
DOA
1567
D'Orazio & Associates
Virginia
$331K +$284K +1,737 New
BFWA
1568
Benchmark Financial Wealth Advisors
Florida
$331K -$5.89K -36 -2%
JSW
1569
Journey Strategic Wealth
New Jersey
$330K +$13.2K +81 +5%
CSB
1570
City State Bank
Iowa
$330K -$4.09K -25 -1%
APWM
1571
Atlas Private Wealth Management
New York
$330K +$12.3K +75 +5%
BSA
1572
Bull Street Advisors
Georgia
$326K +$280K +1,709 New
RW
1573
RVW Wealth
California
$325K +$279K +1,705 New
CWA
1574
Clarus Wealth Advisors
Arizona
$324K – – –
BFA
1575
Beaumont Financial Advisors
Massachusetts
$323K -$11.9K -73 -4%
61 62
63
64 65