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Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
1926
Providence Wealth Advisors
Illinois
$708K +$61.2K +484 +7%
BWM
1927
Buckley Wealth Management
Nevada
$708K +$331K +2,621 +56%
OPS
1928
Orion Portfolio Solutions
Nebraska
$706K -$218K -1,721 -19%
BCM
1929
Brookmont Capital Management
Texas
$706K -$133K -1,053 -13%
DCM
1930
Davis Capital Management
Florida
$706K +$924K +7,308 New
CA
1931
Claro Advisors
Massachusetts
$704K -$27.8K -220 -3%
GBBWRPM
1932
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$703K -$66.8K -528 -7%
SWRP
1933
Summit Wealth & Retirement Planning
California
$703K +$69K +546 +8%
MFT
1934
Moisand Fitzgerald Tamayo
Florida
$703K +$130K +1,025 +16%
AP
1935
Americana Partners
Texas
$703K +$240K +1,900 +35%
HEIP
1936
Hudson Edge Investment Partners
New Jersey
$702K -$4.01M -31,696 -81%
ORI
1937
Oak Ridge Investments
Illinois
$702K -$42.1K -333 -4%
CIA
1938
CSat Investment Advisory
Michigan
$702K +$137K +1,086 +18%
FDS
1939
First Dallas Securities
Texas
$701K +$77.8K +615 +9%
ZB
1940
Zions Bancorporation
Utah
$700K -$115K -911 -11%
XM
1941
XTX Markets
New York
$700K +$718K +5,676 +362%
ACG
1942
Allen Capital Group
Nebraska
$699K +$175K +1,386 +24%
BWM
1943
BerganKDV Wealth Management
Minnesota
$699K +$241K +1,904 +36%
PCM
1944
Prelude Capital Management
New York
$698K -$6.64M -52,537 -88%
RWA
1945
RGT Wealth Advisors
Texas
$698K -$759 -6 -0.1%
SC
1946
Sepio Capital
Utah
$695K -$3.05M -24,089 -77%
PPP
1947
Private Portfolio Partners
New Jersey
$695K +$472K +3,736 +108%
VCM
1948
Vivaldi Capital Management
Illinois
$693K +$163K +1,288 +22%
SFWC
1949
Strategic Family Wealth Counselors
New Jersey
$692K -$61.1K -483 -6%
ARMT
1950
Amica Retiree Medical Trust
Rhode Island
$688K – – –
76 77
78
79 80