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Name Holding Trade Value Shares
Change 		Change in
Stake
CCAM
1776
Cascades Capital Asset Management
North Carolina
$381K – – –
GSWM
1777
Golden State Wealth Management
California
$379K +$76.3K +388 +26%
HFF
1778
Halter Ferguson Financial
Indiana
$378K +$787 +4 +0.2%
FAG
1779
Fortitude Advisory Group
Washington
$377K -$17.9K -91 -4%
SCM
1780
Sebold Capital Management
Illinois
$377K +$40.1K +204 +12%
SXL
1781
Summit X LLC
Missouri
$377K -$1.18K -6 -0.3%
DFG
1782
Dupree Financial Group
Kentucky
$377K – – –
WCWM
1783
Willow Creek Wealth Management
California
$376K -$24.6K -125 -6%
SC
1784
SouthState Corp
Florida
$375K +$201K +1,020 +119%
VHAM
1785
Van Hulzen Asset Management
California
$375K +$2.36K +12 +0.6%
CWA
1786
Centerline Wealth Advisors
Kentucky
$375K -$24.6K -125 -6%
PFM
1787
Peak Financial Management
Massachusetts
$374K -$98.2K -499 -21%
EA
1788
Everpar Advisors
Oklahoma
$373K +$116K +588 +46%
MCM
1789
MV Capital Management
Maryland
$373K +$2.75K +14 +0.8%
MWA
1790
Medallion Wealth Advisors
Connecticut
$372K +$37K +188 +11%
FC
1791
Financial Council
Maryland
$370K – – –
BW
1792
BIP Wealth
Georgia
$370K +$80.7K +410 +29%
JJBC
1793
James J. Burns & Company
New York
$369K – – –
MIM
1794
Meixler Investment Management
Arizona
$369K -$52.1K -265 -13%
SHGA
1795
Sand Hill Global Advisors
California
$369K -$1.77K -9 -0.5%
BRG
1796
Bay Rivers Group
Virginia
$369K +$363K +1,843 New
FAIM
1797
Financial Advocates Investment Management
Washington
$367K -$436K -2,216 -55%
PA
1798
PFW Advisors
Georgia
$367K – – –
IWA
1799
Icon Wealth Advisors
Texas
$366K +$360K +1,831 New
BFA
1800
Beacon Financial Advisory
Ohio
$366K +$124K +629 +52%
70 71
72
73 74