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Name Holding Trade Value Shares
Change 		Change in
Stake
DA
2226
Doliver Advisors
Texas
$829K -$26.7K -341 -3%
FAL
2227
Focused Alpha LLC
Colorado
$829K -$6.18K -79 -0.7%
CLIP
2228
Colter Lewis Investment Partners
Connecticut
$828K +$835K +10,670 New
SPF
2229
South Plains Financial
Texas
$828K +$30.5K +390 +4%
PPW
2230
Parcion Private Wealth
Washington
$828K +$268K +3,420 +47%
SP
2231
Stonebrook Private
Michigan
$827K +$38.3K +489 +5%
GFA
2232
Gallagher Fiduciary Advisors
Illinois
$827K +$9.55K +122 +1%
SF
2233
Sun Financial
Utah
$826K -$28.3K -362 -5%
RIP
2234
Reliant Investment Partners
North Carolina
$826K -$7.83K -100 -0.9%
WMA
2235
Wealth Management Associates
New Jersey
$824K – – –
GAM
2236
Gemmer Asset Management
California
$823K +$51.5K +658 +7%
KW
2237
Keyvantage Wealth
Pennsylvania
$821K +$5.32K +68 +0.6%
AW
2238
Alteri Wealth
California
$820K -$94.1K -1,202 -10%
BFA
2239
Beaumont Financial Advisors
Massachusetts
$819K -$28K -358 -3%
FWTB
2240
First Western Trust Bank
Colorado
$818K +$70.8K +905 +9%
AWM
2241
Atticus Wealth Management
Florida
$817K -$17.3K -221 -2%
FWM
2242
Focused Wealth Management
New York
$816K +$7.51K +96 +0.9%
PE
2243
PCM Encore
Colorado
$815K +$214K +2,739 +35%
CCA
2244
Coign Capital Advisors
Utah
$814K -$6.42K -82 -0.8%
HSWM
2245
Hubbell Strickland Wealth Management
Louisiana
$814K -$39.9K -510 -5%
LSPW
2246
Lake Street Private Wealth
Illinois
$813K -$536K -6,852 -40%
LA
2247
LexAurum Advisors
Kansas
$812K +$820K +10,469 New
VCWM
2248
Vista Cima Wealth Management
Arizona
$808K +$42.9K +548 +6%
TCM
2249
Towercrest Capital Management
Pennsylvania
$806K – – –
SFC
2250
Swisher Financial Concepts
Ohio
$806K +$50.7K +648 +7%
88 89
90
91 92