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Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
1801
Telos Capital Management
California
$333K +$16.5K +80 +6%
CFP
1802
Cascade Financial Partners
California
$332K -$86.4K -420 -22%
KAS
1803
KPP Advisory Services
Kentucky
$332K -$30.6K -149 -9%
CAM
1804
Concorde Asset Management
Michigan
$332K -$617 -3 -0.2%
AIA
1805
AIMZ Investment Advisors
California
$332K +$314K +1,527 New
IBOK
1806
Independence Bank of Kentucky
Kentucky
$331K -$16.2K -79 -5%
BF
1807
Blankinship & Foster
California
$331K -$823 -4 -0.3%
WAG
1808
Wallace Advisory Group
California
$330K -$195K -946 -38%
BWCS
1809
Beirne Wealth Consulting Services
Connecticut
$330K – – –
UWPG
1810
Ullmann Wealth Partners Group
Florida
$328K -$411 -2 -0.1%
CSPIA
1811
Cary Street Partners Investment Advisory
Virginia
$328K +$87.6K +426 +39%
SWA
1812
Strata Wealth Advisors
Texas
$328K -$96.2K -468 -24%
AA
1813
ACT Advisors
North Carolina
$327K +$5.76K +28 +2%
FWP
1814
Forefront Wealth Partners
Texas
$327K +$5.55K +27 +2%
CWM
1815
Connecticut Wealth Management
Connecticut
$327K -$2.26K -11 -0.7%
HTC
1816
Haverford Trust Company
Pennsylvania
$326K -$75.9K -369 -20%
AG
1817
AmeriFlex Group
Nevada
$326K -$177K -862 -36%
CCFCSB
1818
Cape Cod Five Cents Savings Bank
Massachusetts
$326K – – –
RFA
1819
Rollins Financial Advisors
New York
$326K +$8.43K +41 +3%
GCC
1820
Game Creek Capital
Massachusetts
$326K -$543K -2,640 -64%
ATFA
1821
All Terrain Financial Advisors
Minnesota
$326K – – –
PI
1822
Pettee Investors
Connecticut
$326K – – –
HC
1823
Hourglass Capital
Texas
$326K +$308K +1,500 New
RS
1824
Retirement Solution
Washington
$325K +$80.8K +393 +36%
MW
1825
Members Wealth
Pennsylvania
$324K +$28.8K +140 +12%
71 72
73
74 75