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Name Holding Trade Value Shares
Change 		Change in
Stake
PA
1876
PFG Advisors
Arizona
$655K +$11.7K +133 +2%
MPW
1877
MGO Private Wealth
California
$655K +$23K +261 +4%
LCM
1878
LCM Capital Management
Illinois
$655K -$264 -3 -0%
V
1879
ViaWealth
Kansas
$654K -$114K -1,290 -15%
CC
1880
Copperleaf Capital
North Carolina
$654K -$127K -1,435 -17%
LCWP
1881
Legacy Capital Wealth Partners
Arkansas
$654K -$254K -2,879 -28%
PIA
1882
Pinion Investment Advisors
Kansas
$652K +$46.2K +524 +8%
WA
1883
WealthTrust Axiom
Pennsylvania
$647K +$58.5K +663 +10%
EP
1884
Eudaimonia Partners
Tennessee
$647K -$499K -5,665 -44%
PWM
1885
Power Wealth Management
Georgia
$645K +$630K +7,145 New
OWA
1886
Opal Wealth Advisors
New York
$643K +$84.1K +954 +15%
HWA
1887
Heritage Wealth Advisors
Virginia
$642K -$107K -1,210 -15%
PHIC
1888
Pine Haven Investment Counsel
Massachusetts
$640K – – –
GKIM
1889
GW&K Investment Management
Massachusetts
$639K -$917K -10,403 -60%
WPC
1890
White Pine Capital
Minnesota
$639K -$115K -1,300 -16%
PMSA
1891
Patrick M. Sweeney & Associates
Illinois
$638K +$623K +7,068 New
OFS
1892
OneAscent Financial Services
Alabama
$638K +$266K +3,022 +75%
MBTD
1893
Mechanics Bank - Trust Department
California
$638K +$74.8K +849 +14%
CVA
1894
Central Valley Advisors
California
$637K +$622K +7,055 New
RPCONE
1895
Retirement Planning Company of New England
Rhode Island
$636K -$37K -420 -6%
EWA
1896
EverSource Wealth Advisors
Alabama
$636K -$317K -3,595 -34%
SC
1897
Syon Capital
California
$635K +$241K +2,737 +64%
CA
1898
CV Advisors
Florida
$634K -$763K -8,651 -55%
AWA
1899
Amplius Wealth Advisors
Pennsylvania
$633K -$43.3K -491 -7%
DWM
1900
Drive Wealth Management
Utah
$633K +$95.7K +1,085 +18%
74 75
76
77 78