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Name Holding Trade Value Shares
Change 		Change in
Stake
VBFG
1826
Vishria Bird Financial Group
Tennessee
$269K – – –
PWG
1827
Private Wealth Group
Florida
$269K +$1.73K +5 +0.6%
AMCA
1828
Arthur M. Cohen & Associates
Illinois
$267K – – –
TAM
1829
Taurus Asset Management
New York
$266K – – –
CWSR
1830
Chessman Wealth Strategies RIA
Texas
$265K – – –
CMP
1831
Courage Miller Partners
Virginia
$262K – – –
DCM
1832
Dimension Capital Management
Florida
$262K +$4.49K +13 +2%
CIA
1833
CCM Investment Advisers
South Carolina
$261K +$281K +812 New
KLWA
1834
Kelly Lawrence W & Associates
California
$260K – – –
SCM
1835
Stordahl Capital Management
Colorado
$260K +$16.2K +47 +6%
TCM
1836
Telos Capital Management
California
$260K +$19K +55 +7%
KFC
1837
Klingenstein Fields & Co
New York
$259K -$128K -370 -32%
AIA
1838
Allied Investment Advisors
Montana
$259K – – –
CA
1839
Continuum Advisory
Idaho
$259K +$34.5K +100 +14%
SCM
1840
SKBA Capital Management
California
$258K -$363K -1,050 -57%
BFM
1841
Boothbay Fund Management
New York
$258K -$242K -700 -47%
PWMG
1842
Prestige Wealth Management Group
New Jersey
$258K +$276K +799 New
EPA
1843
Element Pointe Advisors
Florida
$258K +$276K +800 New
PTB
1844
Pioneer Trust Bank
Oregon
$258K +$276K +800 New
WIC
1845
Whitegate Investment Counselors
New Hampshire
$257K +$275K +796 New
WIC
1846
Woodmont Investment Counsel
Tennessee
$256K +$275K +795 New
CF
1847
Copperwynd Financial
Arizona
$253K -$1.15M -3,324 -81%
WA
1848
Waverly Advisors
Alabama
$253K -$113K -327 -29%
LFA
1849
Legacy Financial Advisors
Kentucky
$253K -$55.6K -161 -17%
FTC
1850
Farmers Trust Company
Ohio
$253K -$48K -139 -15%
72 73
74
75 76