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Name Holding Trade Value Shares
Change 		Change in
Stake
MAC
801
Mason & Associates (California)
California
$430K – – –
ACM
802
Aljian Capital Management
Nevada
$429K +$330K +4,039 New
TA
803
TFB Advisors
Kansas
$427K +$329K +4,022 New
PCM
804
Ping Capital Management
New York
$424K -$164K -2,000 -33%
KF
805
KKM Financial
Illinois
$424K +$327K +4,000 New
AWE
806
Avidian Wealth Enterprises
Texas
$424K +$900 +11 +0.3%
GRP
807
Global Retirement Partners
California
$422K +$130K +1,590 +67%
WB
808
WesBanco Bank
West Virginia
$422K -$6.87K -84 -2%
PWP
809
Pursue Wealth Partners
California
$419K +$323K +3,949 New
GFS
810
GYL Financial Synergies
Connecticut
$419K -$29.5K -360 -8%
TFP
811
TrueWealth Financial Partners
Washington
$415K – – –
EI
812
EDMP Inc
Florida
$409K – – –
RA
813
RFG Advisory
Alabama
$408K +$314K +3,842 New
BP
814
BBR Partners
New York
$404K +$655 +8 +0.2%
WC
815
Woodstock Corp
Massachusetts
$404K – – –
AGA
816
Accuvest Global Advisors
Utah
$402K +$310K +3,785 New
RRWA
817
Rainey & Randall Wealth Advisors
Florida
$401K – – –
HAM
818
Hedges Asset Management
Nevada
$401K +$8.18K +100 +3%
HPM
819
Hudson Portfolio Management
New York
$401K +$309K +3,775 New
CIAS
820
Capital Investment Advisory Services
North Carolina
$399K -$7.77K -95 -2%
PFGIA
821
Patriot Financial Group Insurance Agency
Massachusetts
$399K -$101K -1,235 -25%
SIC
822
Salem Investment Counselors
North Carolina
$395K -$84.5K -1,033 -22%
VCM
823
Viewpoint Capital Management
Washington
$394K – – –
SCP
824
Sivia Capital Partners
California
$392K +$16.7K +204 +6%
SWM
825
Spire Wealth Management
Virginia
$389K -$5.24K -64 -2%
31 32
33
34 35