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Name Holding Trade Value Shares
Change 		Change in
Stake
GI
2751
Glovista Investments
New Jersey
$366K +$365K +1,981 New
KPWG
2752
KFA Private Wealth Group
Virginia
$365K +$43.7K +237 +14%
AWS
2753
Arkfeld Wealth Strategies
Nebraska
$364K -$148K -800 -29%
GCP
2754
Gill Capital Partners
Colorado
$364K +$21.4K +116 +6%
BWP
2755
Bernardo Wealth Planning
Pennsylvania
$363K -$667K -3,616 -65%
BC
2756
Brio Consultants
California
$363K – – –
CC
2757
Copperleaf Capital
North Carolina
$362K -$92.9K -504 -20%
CFA
2758
Capstone Financial Advisors
Illinois
$361K -$87.8K -476 -20%
EE
2759
EWG Elevate
California
$361K -$1.48K -8 -0.4%
CCM
2760
Chickasaw Capital Management
Tennessee
$361K – – –
FCM
2761
Firestone Capital Management
Florida
$360K -$61.6K -334 -15%
SHWM
2762
Smith & Howard Wealth Management
Georgia
$360K -$6.46K -35 -2%
RWG
2763
Regal Wealth Group
California
$360K +$10.1K +55 +3%
HL
2764
HeadInvest LLC
Maine
$358K +$46.5K +252 +15%
HA
2765
HYA Advisors
Missouri
$358K +$62.9K +341 +21%
WCM
2766
Wisconsin Capital Management
Wisconsin
$357K -$104K -563 -23%
SW
2767
StrongBox Wealth
Missouri
$357K – – –
BWM
2768
Buckley Wealth Management
Nevada
$356K -$26.9K -146 -7%
GIM
2769
Guild Investment Management
California
$355K +$355K +1,923 New
NCM
2770
Next Capital Management
New York
$353K +$2.03K +11 +0.6%
GGS
2771
Galvin Gaustad & Stein
Arizona
$353K +$32.6K +177 +10%
MAM
2772
McCarthy Asset Management
California
$352K +$4.79K +26 +1%
CWP
2773
Concord Wealth Partners
Virginia
$351K -$62.5K -339 -15%
JWM
2774
JGP Wealth Management
Oregon
$351K -$4.06K -22 -1%
JI
2775
Jeereddi Investments
California
$351K – – –
109 110
111
112 113