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Name Holding Trade Value Shares
Change 		Change in
Stake
PA
2801
Probity Advisors
Texas
$472K +$16.2K +106 +3%
CIC
2802
Chase Investment Counsel
Virginia
$472K +$1.68K +11 +0.3%
JF
2803
Joule Financial
Kentucky
$471K +$9.49K +62 +2%
SGWM
2804
Sterling Group Wealth Management
California
$471K -$62.3K -407 -11%
RPA
2805
Rock Point Advisors
Vermont
$470K -$3.83K -25 -0.8%
PCA
2806
Purkiss Capital Advisors
Connecticut
$469K +$496K +3,241 New
KCFA
2807
Key Client Fiduciary Advisors
New Jersey
$469K -$19.7K -129 -4%
LWM
2808
LongView Wealth Management
Georgia
$469K -$67.3K -440 -12%
OWA
2809
One Wealth Advisors
California
$467K -$15.6K -102 -3%
VCM
2810
Virtue Capital Management
Tennessee
$467K +$48.1K +314 +11%
VW
2811
Vance Wealth
California
$467K -$87.6K -572 -15%
CDWM
2812
Campbell Deegan Wealth Management
Virginia
$466K +$493K +3,220 New
IPAM
2813
Investment Partners Asset Management
New Jersey
$466K +$123K +805 +33%
BSSFA
2814
Baron Silver Stevens Financial Advisors
Florida
$466K +$66.3K +433 +16%
QFA
2815
Quantum Financial Advisors
California
$465K -$612 -4 -0.1%
MW
2816
Maia Wealth
Colorado
$464K -$95.4K -623 -17%
IWA
2817
Integrity Wealth Advisors
California
$464K +$490K +3,203 New
BGAI
2818
Bruce G. Allen Investments
Colorado
$463K -$21.9K -143 -4%
BWA
2819
Bordeaux Wealth Advisors
California
$463K -$100K -656 -17%
BSG
2820
Black Swift Group
Colorado
$463K – – –
SL
2821
Summitry LLC
California
$462K -$105K -685 -18%
AWA
2822
Amplius Wealth Advisors
Pennsylvania
$462K -$29.2K -191 -6%
B
2823
Birchbrook
Maine
$461K -$27.2K -178 -5%
BMD
2824
Better Money Decisions
New Mexico
$461K +$1.38K +9 +0.3%
TWM
2825
Triton Wealth Management
Arizona
$461K +$88.5K +578 +25%
111 112
113
114 115