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Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
1876
Kolinsky Wealth Management
New Jersey
$329K +$364K +1,294 New
TCWM
1877
Total Clarity Wealth Management
Illinois
$328K +$16.9K +60 +5%
CCFM
1878
Clear Creek Financial Management
Washington
$328K +$362K +1,290 New
PIA
1879
Pinion Investment Advisors
Kansas
$327K +$62.7K +223 +21%
AAM
1880
Arabesque Asset Management
United Kingdom
$326K -$2.12M -7,531 -85%
SAM
1881
Secure Asset Management
Michigan
$326K -$72.8K -259 -17%
FP
1882
Fiduciary Planning
Florida
$326K -$47.8K -170 -12%
NIM
1883
NuWave Investment Management
New Jersey
$325K +$359K +1,279 New
CBN
1884
Cadence Bank NA
Texas
$324K +$73.1K +260 +26%
CSPIA
1885
Cary Street Partners Investment Advisory
Virginia
$324K +$112K +397 +45%
FFG
1886
Ford Financial Group
California
$323K -$12.6K -45 -3%
ACP
1887
Aveo Capital Partners
Colorado
$323K +$9.55K +34 +3%
LA
1888
LexAurum Advisors
Kansas
$322K -$16.9K -60 -5%
LA
1889
Latitude Advisors
Florida
$322K +$7.31K +26 +2%
NHC
1890
Nicholas Hoffman & Company
Georgia
$320K +$29.2K +104 +9%
NAS
1891
Nicolet Advisory Services
Wisconsin
$319K -$143K -508 -29%
LAM
1892
Lynch Asset Management
Pennsylvania
$318K +$351K +1,250 New
ACM
1893
Avalon Capital Management
California
$317K – – –
LFASL
1894
Lugano Financial Advisors SA (LFA)
Switzerland
$317K – – –
WSC
1895
Wellington Shields & Co
New York
$317K +$350K +1,246 New
GAM
1896
Griffin Asset Management
New York
$316K – – –
WIA
1897
World Investment Advisors
California
$316K +$164K +584 +67%
CAWM
1898
Capital Advisors Wealth Management
Washington
$314K +$347K +1,235 New
EWM
1899
Endurance Wealth Management
Rhode Island
$312K – – –
PCA
1900
Peddock Capital Advisors
Massachusetts
$312K – – –
74 75
76
77 78