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Name Holding Trade Value Shares
Change 		Change in
Stake
I2I
1951
Insight 2811 Inc
Illinois
$1.77M +$3.97K +38 +0.3%
EFG
1952
Ethos Financial Group
Pennsylvania
$1.77M -$89.1K -852 -5%
CWA
1953
Clarity Wealth Advisors
California
$1.76M -$3.03K -29 -0.2%
BPMC
1954
Buckland Partners Management Co
New York
$1.76M – – –
RC
1955
RBF Capital
California
$1.76M – – –
VFM
1956
Viking Fund Management
North Dakota
$1.76M – – –
EAM
1957
Everstar Asset Management
North Carolina
$1.76M -$287K -2,744 -15%
MDA
1958
Minot DeBlois Advisors
Massachusetts
$1.75M -$66.2K -633 -4%
PFA
1959
Perryman Financial Advisory
Texas
$1.75M +$4.71K +45 +0.3%
PWP
1960
Precedent Wealth Partners
Texas
$1.75M +$737K +7,047 +90%
DAM
1961
Delta Asset Management
Tennessee
$1.74M +$105 +1 +0%
AA
1962
Auxano Advisors
Washington
$1.74M -$26.9K -257 -2%
AA
1963
Advisory Alpha
Michigan
$1.74M +$365K +3,489 +31%
TLCM
1964
Twin Lakes Capital Management
California
$1.74M +$7.11K +68 +0.5%
RFG
1965
Range Financial Group
Oregon
$1.74M -$131K -1,257 -8%
MAM
1966
Mirabaud Asset Management
United Kingdom
$1.74M +$1.55M +14,776 New
SC
1967
Stance Capital
Massachusetts
$1.74M -$395K -3,777 -20%
WBCM
1968
Wilson & Boucher Capital Management
California
$1.73M -$15.7K -150 -1%
LCM
1969
LCM Capital Management
Illinois
$1.73M -$5.86K -56 -0.4%
FCB
1970
First County Bank
Connecticut
$1.73M -$80.6K -771 -5%
BW
1971
BXM Wealth
Colorado
$1.72M +$376K +3,596 +32%
PWMG
1972
Prestige Wealth Management Group
New Jersey
$1.72M +$296K +2,834 +24%
CHJWM
1973
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.72M -$199K -1,902 -11%
BCG
1974
BayBridge Capital Group
California
$1.72M -$487K -4,656 -24%
LF
1975
Lee Financial
Texas
$1.72M +$52K +497 +4%
77 78
79
80 81