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Name Holding Trade Value Shares
Change 		Change in
Stake
UAG
1751
United Advisor Group
Ohio
$327K +$15.8K +133 +4%
PCM
1752
Permanent Capital Management
Illinois
$326K – – –
SQA
1753
Simon Quick Advisors
New Jersey
$326K -$25.6K -216 -6%
WMA
1754
West Michigan Advisors
Michigan
$326K -$252K -2,122 -40%
BCM
1755
Birmingham Capital Management
Alabama
$326K – – –
AW
1756
Avion Wealth
Texas
$326K +$2.85K +24 +0.8%
FWIA
1757
Fort Washington Investment Advisors
Ohio
$325K – – –
PWP
1758
Perfromance Wealth Partners
Illinois
$325K +$8.65K +73 +2%
NRC
1759
New Republic Capital
North Carolina
$325K +$82K +692 +28%
CPA
1760
Cardiff Park Advisors
California
$324K +$370K +3,118 New
MSFS
1761
Main Street Financial Solutions
Pennsylvania
$324K -$7.7K -65 -2%
LSL
1762
Legacy Solutions LLC
Pennsylvania
$324K -$1.78K -15 -0.5%
FPL
1763
Fortress Private Ledger
North Carolina
$323K -$22.8K -192 -6%
ST
1764
Sageworth Trust
Pennsylvania
$323K -$224K -1,894 -38%
CFM
1765
Compass Financial Management
Florida
$323K +$357K +3,008 New
CWM
1766
Cabot Wealth Management
Massachusetts
$323K – – –
PCMNC
1767
Piedmont Capital Management (North Carolina)
North Carolina
$322K -$8.06K -68 -2%
KIA
1768
Knollwood Investment Advisory
Maryland
$322K – – –
CA
1769
Cornerstone Advisory
Maryland
$322K -$20.4K -172 -5%
PHWA
1770
Petersen Hastings Wealth Advisors
Washington
$321K +$948 +8 +0.3%
HAS
1771
HBW Advisory Services
California
$319K +$16.1K +136 +5%
FA
1772
Faithward Advisors
Pennsylvania
$318K +$363K +3,060 New
VW
1773
Vance Wealth
California
$317K +$16.1K +136 +5%
BWM
1774
Bullock Wealth Management
Indiana
$317K +$21.1K +178 +6%
IWP
1775
Insight Wealth Partners
Texas
$317K +$3.56K +30 +1%
69 70
71
72 73