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Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
2501
Howard Financial Services
Texas
$1.07M +$143K +785 +18%
TLA
2502
Tanglewood Legacy Advisors
Texas
$1.07M +$3.28K +18 +0.3%
ONSWM
2503
Old North State Wealth Management
North Carolina
$1.07M +$23.2K +127 +3%
CPW
2504
Crestmont Private Wealth
Texas
$1.07M – – –
WFA
2505
Wellspring Financial Advisors
Ohio
$1.07M +$249K +1,367 +36%
FWP
2506
Falcon Wealth Planning
California
$1.06M +$428K +2,345 +84%
BHWM
2507
Beaird Harris Wealth Management
Texas
$1.06M +$912 +5 +0.1%
BT
2508
Brandywine Trust
Delaware
$1.06M – – –
SWM
2509
SHP Wealth Management
Massachusetts
$1.06M +$44.1K +242 +5%
LFA
2510
LGT Financial Advisors
Texas
$1.06M -$187K -1,024 -17%
RCG
2511
Regatta Capital Group
California
$1.06M +$6.02K +33 +0.6%
VDBMI
2512
Van Den Berg Management I
Texas
$1.06M +$113K +619 +14%
V
2513
ViaWealth
Kansas
$1.06M +$4.56K +25 +0.5%
MCM
2514
Mainstream Capital Management
California
$1.06M – – –
WRPWM
2515
Werba Rubin Papier Wealth Management
California
$1.06M +$70.8K +388 +8%
TCM
2516
Thoma Capital Management
Maryland
$1.06M +$19.7K +108 +2%
SFG
2517
SevenBridge Financial Group
Pennsylvania
$1.05M -$55.8K -306 -5%
MWP
2518
Meriwether Wealth & Planning
Louisiana
$1.05M +$27.2K +149 +3%
AP
2519
Atwood & Palmer
Missouri
$1.05M -$3.46K -19 -0.4%
SIC
2520
Sigma Investment Counselors
Michigan
$1.05M -$5.65K -31 -0.6%
SWASL
2521
Spartan Wealth Advisory Services LLC
Michigan
$1.05M +$923K +5,061 New
FAOAI
2522
Fund Advisors of America Inc
Florida
$1.05M +$31K +170 +3%
ICP
2523
Interchange Capital Partners
Pennsylvania
$1.05M -$1.67M -9,150 -60%
MM
2524
MQS Management
New York
$1.05M -$97K -532 -10%
SSA
2525
Shepherd Street Advisors
California
$1.04M -$32.1K -176 -3%
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