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Name Holding Trade Value Shares
Change 		Change in
Stake
BHWM
2451
Beaird Harris Wealth Management
Texas
$945K +$104K +560 +11%
BWP
2452
Barlow Wealth Partners
Kentucky
$944K – – –
MJRIC
2453
Mogy Joel R Investment Counsel
California
$944K – – –
PWPS
2454
Pinnacle Wealth Planning Services
Ohio
$944K -$20.8K -112 -2%
WA
2455
Wealth Architects
California
$941K -$13K -70 -1%
ACA
2456
Aspire Capital Advisors
Washington
$937K +$58.6K +315 +6%
PS
2457
Planned Solutions
California
$934K +$409K +2,197 +64%
HFS
2458
Howard Financial Services
Texas
$933K +$85.8K +461 +9%
SFC
2459
SYM Financial Corp
Indiana
$931K +$267K +1,436 +34%
VCP
2460
Vista Capital Partners
Oregon
$930K -$279K -1,501 -21%
AW
2461
Alchemi Wealth
Connecticut
$930K +$3.72K +20 +0.4%
KCP
2462
Kera Capital Partners
California
$929K +$350K +1,880 +50%
GC
2463
GatePass Capital
Ohio
$929K +$8.19K +44 +0.8%
4WM
2464
49 Wealth Management
Texas
$928K -$746K -4,010 -42%
A
2465
Alongside
Texas
$928K +$1.04M +5,600 New
SIM
2466
Sterling Investment Management
Arizona
$928K -$23.8K -128 -2%
MCC
2467
Money Concepts Capital
Florida
$926K -$1.08M -5,818 -51%
IGGA
2468
Iron Gate Global Advisors
Utah
$925K +$20.5K +110 +2%
BF
2469
Brooklyn FI
New York
$924K +$21.6K +116 +2%
ACM
2470
Alessandra Capital Management
California
$923K -$18.6K -100 -2%
EIA
2471
Edgemoor Investment Advisors
Maryland
$923K -$1.68K -9 -0.2%
ITIM
2472
Indiana Trust & Investment Management
Indiana
$922K -$58.6K -315 -5%
JC
2473
JB Capital
Connecticut
$922K +$16K +86 +2%
EWM
2474
Elevatus Welath Management
New York
$922K -$2.69M -14,429 -72%
AR
2475
Advisory Research
Illinois
$921K -$1.86K -10 -0.2%
97 98
99
100 101