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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1601
Calton & Associates
Florida
$505K +$414K +1,936 New
CCWM
1602
Correct Capital Wealth Management
Missouri
$503K +$413K +1,930 New
SQA
1603
Simon Quick Advisors
New Jersey
$503K +$12.2K +57 +3%
FFA
1604
Fi3 Financial Advisors
Indiana
$502K -$15.2K -71 -4%
BCCM
1605
Bridge Creek Capital Management
Massachusetts
$501K – – –
CA
1606
Crane Advisory
California
$501K +$6.63K +31 +2%
RTC
1607
Riverview Trust Company
Washington
$501K -$2.78K -13 -0.7%
TWA
1608
TCI Wealth Advisors
Arizona
$497K -$15.4K -72 -4%
POIA
1609
Pin Oak Investment Advisors
Texas
$495K -$4.28K -20 -1%
TBA
1610
Tower Bridge Advisors
Pennsylvania
$494K -$49.6K -232 -11%
GCA
1611
Gradient Capital Advisors
California
$493K +$38.1K +178 +10%
SI
1612
Saxon Interests
Texas
$493K +$405K +1,893 New
SC
1613
SouthState Corp
Florida
$493K +$10.7K +50 +3%
PSF
1614
Pacific Sun Financial
California
$493K -$1.07K -5 -0.3%
LFP
1615
Leeward Financial Partners
Washington
$492K -$18.4K -86 -4%
AF
1616
Advisornet Financial
Minnesota
$492K -$5.13K -24 -1%
LWM
1617
Liberty Wealth Management
California
$492K +$4.71K +22 +1%
TW
1618
Transform Wealth
Colorado
$491K -$42.8K -200 -10%
LW
1619
Linscomb Wealth
Texas
$490K -$16K -75 -4%
CAMG
1620
CWA Asset Management Group
Florida
$489K +$49.4K +231 +14%
MTIM
1621
Marathon Trading Investment Management
Pennsylvania
$489K -$2.53M -11,824 -86%
QI
1622
Qtron Investments
Massachusetts
$489K +$109K +508 +37%
ISB
1623
Iowa State Bank
Iowa
$488K – – –
KWMG
1624
King Wealth Management Group
Florida
$486K +$7.27K +34 +2%
RCWM
1625
Royal Capital Wealth Management
Indiana
$485K – – –
63 64
65
66 67