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Name Holding Trade Value Shares
Change 		Change in
Stake
GFS
1951
GYL Financial Synergies
Connecticut
$1M +$23.8K +166 +3%
CSB
1952
City State Bank
Iowa
$1M -$61.7K -430 -7%
SLWA
1953
San Luis Wealth Advisors
California
$1M +$1.22M +8,522 New
VBFG
1954
Vishria Bird Financial Group
Tennessee
$999K -$287K -2,001 -25%
CCM
1955
Chickasaw Capital Management
Tennessee
$998K -$46.6K -325 -5%
MA
1956
MBA Advisors
Pennsylvania
$997K -$176K -1,225 -17%
LWMM
1957
Legacy Wealth Management (Mississippi)
Mississippi
$996K +$2.73K +19 +0.3%
SRSA
1958
S.R. Schill & Associates
Washington
$986K +$64.4K +449 +8%
WAL
1959
W Advisors LLC
Tennessee
$983K +$41.6K +290 +5%
CWA
1960
Consilium Wealth Advisory
Texas
$982K -$266K -1,852 -24%
PAWC
1961
P.A.W. Capital
Connecticut
$977K -$287K -2,000 -25%
JGUA
1962
John G. Ullman & Associates
New York
$977K +$9.61K +67 +1%
XWM
1963
Xcel Wealth Management
Florida
$975K -$137K -952 -14%
WCA
1964
Westover Capital Advisors
Delaware
$974K -$1.43K -10 -0.2%
EWA
1965
EverSource Wealth Advisors
Alabama
$974K +$214K +1,491 +33%
BBL
1966
Beck Bode LLC
Massachusetts
$974K +$858K +5,984 New
WA
1967
Waverly Advisors
Alabama
$972K +$11.8K +82 +1%
MLA
1968
My Legacy Advisors
Oregon
$970K +$855K +5,960 New
MPW
1969
Monterey Private Wealth
California
$968K -$30.4K -212 -3%
ARMT
1970
Amica Retiree Medical Trust
Rhode Island
$968K – – –
PCM
1971
Palisade Capital Management
New Jersey
$967K -$9.32K -65 -1%
HCM
1972
Hodges Capital Management
Texas
$966K -$3.15M -21,937 -79%
SA
1973
SAM Advisors
California
$965K +$850K +5,924 New
HLOC
1974
H.L. Ormond & Company
North Carolina
$964K -$17.2K -120 -2%
SHA
1975
Seneca House Advisors
Virginia
$963K -$151K -1,054 -15%
77 78
79
80 81