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Name Holding Trade Value Shares
Change 		Change in
Stake
ACMA
1101
Arbor Capital Management (Alaska)
Alaska
$2.78M +$2.69M +23,692 New
IWN
1102
Independent Wealth Network
Iowa
$2.77M +$20.9K +184 +0.8%
RWM
1103
Rench Wealth Management
Texas
$2.77M -$25.9K -228 -1%
V
1104
VeraBank
Texas
$2.77M +$11.4K +100 +0.4%
GBT
1105
Grove Bank & Trust
Florida
$2.77M +$76.7K +675 +3%
MCCP
1106
Mission Creek Capital Partners
California
$2.75M +$56.7K +499 +2%
RDWM
1107
Red Door Wealth Management
Tennessee
$2.73M +$483K +4,251 +22%
EBT
1108
Enterprise Bank & Trust
Massachusetts
$2.72M +$9.77K +86 +0.4%
HCM
1109
Hutchinson Capital Management
California
$2.72M -$37.5K -330 -1%
RCIM
1110
Red Cedar Investment Management
Michigan
$2.71M +$311K +2,742 +13%
WI
1111
Wahed Invest
New York
$2.71M +$2.63M +23,121 New
SCA
1112
Snowden Capital Advisors
New York
$2.71M -$1.3M -11,472 -33%
FSA
1113
Franklin Street Advisors
North Carolina
$2.71M +$107K +939 +4%
TF
1114
Threadgill Financial
Texas
$2.7M +$599K +5,272 +30%
WOC
1115
West Oak Capital
California
$2.7M -$156K -1,370 -6%
CC
1116
Carlson Capital
Texas
$2.7M -$8.6M -75,700 -77%
CCC
1117
Crescent Capital Consulting
Louisiana
$2.7M +$126K +1,110 +5%
WFG
1118
Wills Financial Group
Virginia
$2.69M +$223K +1,959 +9%
RMDI
1119
R.M. Davis Inc
Maine
$2.69M +$111K +979 +4%
ISWM
1120
Independent Solutions Wealth Management
New York
$2.69M +$252K +2,217 +11%
HI
1121
Hudock Inc
Pennsylvania
$2.68M -$2.84K -25 -0.1%
MMPW
1122
Mitchell McLeod Pugh & Williams
Alabama
$2.68M +$76.7K +675 +3%
BMC
1123
Beaton Management Company
Massachusetts
$2.67M – – –
RWM
1124
RKL Wealth Management
Pennsylvania
$2.67M +$32.4K +285 +1%
HWM
1125
HB Wealth Management
Georgia
$2.66M +$2.58M +22,692 New
43 44
45
46 47