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Name Holding Trade Value Shares
Change 		Change in
Stake
OW
2726
Olistico Wealth
Oklahoma
$582K -$2.19K -14 -0.4%
HF
2727
Holcombe Financial
Georgia
$580K – – –
RHJA
2728
Rice Hall James & Associates
California
$580K +$14.1K +90 +3%
TFA
2729
Toth Financial Advisory
Virginia
$580K +$20.5K +131 +4%
SCM
2730
SOL Capital Management
Maryland
$579K – – –
SB
2731
Sunflower Bank
Texas
$579K +$16.1K +103 +3%
CFGA
2732
Cambridge Financial Group (Arizona)
Arizona
$578K +$191K +1,219 +54%
PS
2733
Planned Solutions
California
$578K +$23.6K +151 +5%
PP
2734
Pacifica Partners
Canada
$576K +$18K +115 +3%
BSSFA
2735
Baron Silver Stevens Financial Advisors
Florida
$575K +$35.2K +225 +7%
CA
2736
Crumly & Associates
Illinois
$575K +$22.4K +143 +4%
SP
2737
Successful Portfolios
Florida
$574K +$15K +96 +3%
FFG
2738
Fiduciary Financial Group
California
$574K -$82.8K -529 -11%
KWM
2739
Keebeck Wealth Management
Illinois
$574K +$52.1K +333 +11%
SRC
2740
Sage Rhino Capital
California
$574K -$26.5K -169 -5%
SFB
2741
STAR Financial Bank
Indiana
$573K -$67.9K -434 -11%
MPW
2742
MA Private Wealth
California
$571K – – –
OWA
2743
One Wealth Advisors
California
$570K +$28.2K +180 +6%
FCA
2744
Fortis Capital Advisors
Kansas
$570K +$134K +855 +34%
MCM
2745
Morton Capital Management
California
$570K -$23K -147 -4%
MEG
2746
Millstone Evans Group
Colorado
$568K +$157 +1 +0%
CC
2747
Constitution Capital
Connecticut
$567K +$235K +1,500 +79%
VW
2748
Vance Wealth
California
$567K +$26.3K +168 +5%
HA
2749
Helium Advisors
Washington
$566K +$38.5K +246 +8%
AWA
2750
Amplius Wealth Advisors
Pennsylvania
$565K +$30.1K +192 +6%
108 109
110
111 112