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Name Holding Trade Value Shares
Change 		Change in
Stake
BFP
1826
Briaud Financial Planning
Texas
$670K +$9.2K +100 +1%
QC
1827
Quent Capital
New York
$670K -$103K -1,123 -14%
PHIC
1828
Pine Haven Investment Counsel
Massachusetts
$669K -$11.5K -125 -2%
LWA
1829
Lantern Wealth Advisors
New York
$668K +$145K +1,571 +29%
HAM
1830
Harmony Asset Management
Arizona
$668K +$348K +3,787 +120%
PAM
1831
Palisade Asset Management
Minnesota
$667K – – –
PFS
1832
Prospect Financial Services
New York
$666K +$69.4K +754 +12%
DA
1833
Dillon & Associates
Michigan
$666K -$468K -5,091 -42%
AIS
1834
AM Investment Strategies
Tennessee
$666K +$165K +1,794 +35%
CPIA
1835
Cornell Pochily Investment Advisors
New York
$666K +$6.35K +69 +1%
SS
1836
Sunbelt Securities
Texas
$663K +$129K +1,406 +26%
CFG
1837
Cooper Financial Group
California
$662K +$42K +457 +7%
PSP
1838
Principal Street Partners
Tennessee
$661K – – –
AC
1839
Apella Capital
Connecticut
$660K -$5.89K -64 -0.9%
BWFA
1840
Baltimore-Washington Financial Advisors
Maryland
$660K -$6.9K -75 -1%
EFH
1841
Eaton Financial Holdings
Florida
$660K +$631K +6,857 New
CCG
1842
Coastwise Capital Group
California
$659K +$92.8K +1,009 +17%
WAS
1843
Wealth Advisory Solutions
Indiana
$656K +$37.6K +409 +6%
AWA
1844
Amplius Wealth Advisors
Pennsylvania
$652K -$9.2K -100 -1%
FCP
1845
Fidelis Capital Partners
Florida
$652K -$40.9K -444 -6%
AA
1846
ALPS Advisors
Colorado
$651K -$78.2K -850 -11%
FG
1847
Foster Group
Iowa
$650K -$26.4K -287 -4%
BWM
1848
BigSur Wealth Management
Florida
$649K -$64.4K -700 -9%
WAOTB
1849
Wealth Advisors of Tampa Bay
Florida
$648K +$277K +3,006 +81%
FWM
1850
Forza Wealth Management
Florida
$647K +$74.4K +809 +14%
72 73
74
75 76