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Name Holding Trade Value Shares
Change 		Change in
Stake
PCMF
2651
Private Capital Management (Florida)
Florida
$501K +$482K +6,500 New
BEAM
2652
Baker Ellis Asset Management
Washington
$500K -$9.28K -125 -2%
GKWIM
2653
Gerber Kawasaki Wealth & Investment Management
California
$500K +$50.6K +682 +12%
DA
2654
Drake & Associates
Wisconsin
$500K -$80K -1,078 -14%
FWP
2655
Falcon Wealth Planning
California
$500K +$58.3K +786 +14%
PNAA
2656
Pictet North America Advisors
Switzerland
$499K – – –
BEW
2657
Burton Enright Welch
California
$497K -$10K -135 -2%
JE
2658
Jacobs Equity
Utah
$497K +$478K +6,446 New
SL
2659
Salomon & Ludwin
Virginia
$496K +$87.8K +1,183 +22%
BWM
2660
BCS Wealth Management
Tennessee
$495K +$256K +3,445 +116%
OFO
2661
OneAscent Family Office
Alabama
$493K +$46.8K +631 +11%
BAG
2662
Bridgewealth Advisory Group
California
$492K +$297 +4 +0.1%
GWM
2663
Greenhouse Wealth Management
Connecticut
$492K +$2.52K +34 +0.5%
USWIA
2664
UP Strategic Wealth Investment Advisors
Pennsylvania
$492K – – –
FWA
2665
Fulcrum Wealth Advisors
Washington
$491K +$473K +6,380 New
KBFS
2666
Kohmann Bosshard Financial Services
Ohio
$491K -$63.4K -855 -12%
CVA
2667
Central Valley Advisors
California
$491K +$3.04K +41 +0.6%
RCG
2668
Regatta Capital Group
California
$491K +$148 +2 +0%
PAM
2669
Parvin Asset Management
South Dakota
$490K -$692K -9,321 -59%
BFA
2670
Beacon Financial Advisory
Ohio
$490K -$46.1K -621 -9%
NEPPG
2671
New England Professional Planning Group
Rhode Island
$489K -$11.4K -153 -2%
PWC
2672
Pathfinder Wealth Consulting
North Carolina
$488K +$470K +6,335 New
VCM
2673
Vision Capital Management
Oregon
$488K +$742 +10 +0.2%
MWM
2674
Mittelman Wealth Management
Massachusetts
$488K +$226K +3,047 +93%
MCM
2675
MV Capital Management
Maryland
$487K +$1.26K +17 +0.3%
105 106
107
108 109