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Name Holding Trade Value Shares
Change 		Change in
Stake
MCA
2951
Millennium Capital Advisors
Arkansas
$362K +$297 +4 +0.1%
CFGA
2952
Cambridge Financial Group (Arizona)
Arizona
$361K +$50K +674 +13%
HFRG
2953
Houlihan Financial Resource Group
Virginia
$361K +$347K +4,672 New
CA
2954
Crumly & Associates
Illinois
$361K -$5.64K -76 -2%
BPW
2955
BlueDoor Private Wealth
Massachusetts
$360K +$347K +4,676 New
SIC
2956
Sigma Investment Counselors
Michigan
$360K -$2.75K -37 -0.8%
GC
2957
GatePass Capital
Ohio
$360K +$35.2K +474 +11%
LWP
2958
LeClair Wealth Partners
Ohio
$360K – – –
PWA
2959
Provenance Wealth Advisors
Florida
$360K – – –
DA
2960
Detalus Advisors
Missouri
$359K +$223 +3 +0.1%
SFS
2961
Sharp Financial Services
Pennsylvania
$359K +$74 +1 +0%
WH
2962
Willner & Heller
California
$359K -$1.63K -22 -0.5%
RC
2963
Rovin Capital
Arizona
$358K -$4.08K -55 -1%
JSSH
2964
J. Safra Sarasin Holding
$357K -$3.31M -44,554 -91%
HIG
2965
Heritage Investment Group
Florida
$357K +$38K +512 +12%
RW
2966
Rede Wealth
Virginia
$357K +$344K +4,630 New
TFA
2967
Tobias Financial Advisors
Florida
$356K +$343K +4,619 New
GLLW
2968
Graves Light Lenhart Wealth
Virginia
$356K -$4.08K -55 -1%
HI
2969
Human Investing
Oregon
$356K -$22.7K -306 -6%
CSWG
2970
Cardinal Strategic Wealth Guidance
Kentucky
$355K -$63.5K -856 -16%
CRI
2971
Colonial River Investments
Virginia
$355K +$89.4K +1,205 +35%
SIM
2972
SSI Investment Management
California
$354K – – –
KA
2973
Kozak & Associates
Colorado
$354K -$210K -2,832 -37%
CVM
2974
Cheviot Value Management
California
$354K -$14.8K -200 -4%
AGC
2975
August Group Capital
$352K +$340K +4,577 New
117 118
119
120 121