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Name Holding Trade Value Shares
Change 		Change in
Stake
WF
2951
Whelan Financial
California
$364K +$42.7K +546 +13%
SCI
2952
Silver Coast Investments
United States
$363K -$118K -1,508 -24%
WH
2953
Willner & Heller
California
$363K +$1.96K +25 +0.5%
DA
2954
Detalus Advisors
Missouri
$363K +$1.33K +17 +0.4%
MYLI
2955
Meiji Yasuda Life Insurance
Japan
$363K +$24.3K +310 +7%
SWG
2956
Summit Wealth Group
Vermont
$362K -$23.6K -301 -6%
CSWG
2957
Cardinal Strategic Wealth Guidance
Kentucky
$362K +$4.46K +57 +1%
VP
2958
Verum Partners
North Carolina
$362K +$16.4K +209 +5%
DIP
2959
Davis Investment Partners
North Carolina
$362K -$26K -332 -7%
SIC
2960
Sigma Investment Counselors
Michigan
$361K -$1.25K -16 -0.3%
SIG
2961
Spinnaker Investment Group
California
$360K -$6.97K -89 -2%
WSWA
2962
Warren Street Wealth Advisors
California
$360K +$67.3K +860 +23%
HIG
2963
Heritage Investment Group
Florida
$359K – – –
AGC
2964
August Group Capital
$359K +$4.3K +55 +1%
FCM
2965
Fortis Capital Management
Washington
$359K +$75.7K +967 +26%
CVM
2966
Cheviot Value Management
California
$359K +$11.7K +150 +3%
SFS
2967
Security Financial Services
Indiana
$359K +$36.8K +470 +11%
PC
2968
Parrish Capital
Georgia
$359K +$362K +4,626 New
BDFN
2969
Bond & Devick Financial Network
Minnesota
$358K +$42.7K +545 +13%
PCM
2970
Prelude Capital Management
New York
$358K +$57.5K +734 +19%
PWA
2971
Provenance Wealth Advisors
Florida
$358K -$4.07K -52 -1%
WAM
2972
WNY Asset Management
New York
$358K +$361K +4,609 New
CWP
2973
Curated Wealth Partners
California
$357K -$31.2K -398 -8%
AWP
2974
Ascent Wealth Partners
New York
$356K +$33.4K +427 +10%
RFG
2975
REAP Financial Group
Texas
$356K +$50.6K +646 +16%
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119
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