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Name Holding Trade Value Shares
Change 		Change in
Stake
CBA
1301
Coastal Bridge Advisors
Connecticut
$555K -$19.6K -207 -3%
AHC
1302
Adell Harriman & Carpenter
Texas
$553K -$17.2K -182 -3%
MTC
1303
McDaniel Terry & Co
Texas
$552K – – –
NWAG
1304
Net Worth Advisory Group
Utah
$552K -$106K -1,123 -16%
PFA
1305
Pure Financial Advisors
California
$551K +$7.85K +83 +1%
AFM
1306
Abbot Financial Management
Massachusetts
$551K -$7.37K -78 -1%
JSSH
1307
J. Safra Sarasin Holding
$551K -$10.6K -112 -2%
FCM
1308
Fourpath Capital Management
Oklahoma
$549K +$95 +1 +0%
RCM
1309
Raleigh Capital Management
North Carolina
$548K -$44.8K -474 -8%
CAM
1310
Campion Asset Management
Virginia
$547K -$10.5K -111 -2%
MWC
1311
MBM Wealth Consultants
Missouri
$546K +$11K +116 +2%
IPW
1312
Impact Partnership Wealth
Georgia
$546K -$832K -8,797 -60%
WA
1313
WealthTrust Axiom
Pennsylvania
$545K +$6.33K +67 +1%
CRI
1314
Colonial River Investments
Virginia
$544K +$49K +518 +10%
SLC
1315
Second Line Capital
Louisiana
$544K +$47.6K +503 +10%
CCFCSB
1316
Cape Cod Five Cents Savings Bank
Massachusetts
$538K – – –
IAS
1317
Investment Advisory Services
Texas
$538K +$4.44K +47 +0.8%
CFO
1318
CVA Family Office
Colorado
$538K +$19.9K +211 +4%
CRC
1319
Curi RMB Capital
Illinois
$537K +$107K +1,137 +25%
KCM
1320
Kathmere Capital Management
Pennsylvania
$535K -$96.5K -1,021 -15%
NS
1321
NBC Securities
Alabama
$535K -$12.3K -130 -2%
MFG
1322
Menard Financial Group
Texas
$535K -$354K -3,742 -40%
FFN
1323
Focus Financial Network
Minnesota
$534K +$19.2K +203 +4%
FCB
1324
First County Bank
Connecticut
$533K -$27.6K -292 -5%
BAM
1325
Brave Asset Management
New Jersey
$533K – – –
51 52
53
54 55