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Name Holding Trade Value Shares
Change 		Change in
Stake
RPWA
2601
Regent Peak Wealth Advisors
Georgia
$596K +$25.7K +168 +4%
FA
2602
FDx Advisors
Illinois
$596K +$26.6K +174 +4%
VAM
2603
Verity Asset Management
North Carolina
$596K -$661K -4,318 -52%
DQRIM
2604
Dale Q Rice Investment Management
Washington
$594K +$628K +4,104 New
MGIA
2605
Matthew Goff Investment Advisor
Texas
$594K +$7.65K +50 +1%
PAS
2606
Professional Advisory Services
Florida
$594K – – –
AW
2607
Avion Wealth
Texas
$592K +$72.6K +474 +13%
FHWM
2608
Fox Hill Wealth Management
Massachusetts
$592K +$15.9K +104 +3%
SNB
2609
Security National Bank
Nebraska
$591K -$31.7K -207 -5%
WAM
2610
WNY Asset Management
New York
$589K -$26.8K -175 -4%
KFA
2611
Kapstone Financial Advisors
Ohio
$589K -$39K -255 -6%
CC
2612
Cornerstone Capital
California
$588K – – –
BWP
2613
Bernardo Wealth Planning
Pennsylvania
$586K -$1.38K -9 -0.2%
CWA
2614
Clarity Wealth Advisors
California
$586K +$153 +1 +0%
CWM
2615
Chemistry Wealth Management
New York
$585K -$15.9K -104 -3%
RLIM
2616
Red Lighthouse Investment Management
New York
$585K +$153 +1 +0%
RSF
2617
Rik Saylor Financial
Ohio
$583K +$617K +4,028 New
PAM
2618
PCG Asset Management
New Jersey
$583K +$616K +4,026 New
ACA
2619
Affinity Capital Advisors
California
$583K -$50.5K -330 -8%
VDBMI
2620
Van Den Berg Management I
Texas
$582K -$153 -1 -0%
T
2621
Transce3nd
Texas
$582K +$614K +4,013 New
BCFD
2622
Boit C.F. David
$579K – – –
RFN
2623
RDA Financial Network
Iowa
$579K -$38.3K -250 -6%
SCI
2624
Silver Coast Investments
United States
$578K +$765 +5 +0.1%
CCA
2625
Coign Capital Advisors
Utah
$578K +$611K +3,993 New
103 104
105
106 107