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Name Holding Trade Value Shares
Change 		Change in
Stake
FCA
2726
FLC Capital Advisors
California
$683K -$210K -575 -25%
BEW
2727
Burton Enright Welch
California
$683K +$365 +1 +0.1%
WJA
2728
Willis Johnson & Associates
Texas
$682K +$30.6K +84 +5%
PHIC
2729
Pine Haven Investment Counsel
Massachusetts
$681K – – –
DWM
2730
Dechtman Wealth Management
Colorado
$679K -$17.5K -48 -3%
RFP
2731
Root Financial Partners
California
$677K +$380K +1,042 +166%
CCA
2732
Cadent Capital Advisors
Oklahoma
$676K +$609K +1,669 New
IWP
2733
Invenio Wealth Partners
Florida
$675K -$5.47K -15 -0.9%
LWM
2734
LJI Wealth Management
Indiana
$675K +$10.2K +28 +2%
SCA
2735
Sippican Capital Advisors
Massachusetts
$673K – – –
MFT
2736
Moisand Fitzgerald Tamayo
Florida
$672K -$86.4K -237 -13%
PWA
2737
Primoris Wealth Advisors
Florida
$671K +$3.65K +10 +0.6%
BBWP
2738
Beacon Bridge Wealth Partners
Pennsylvania
$668K +$729 +2 +0.1%
SCP
2739
Shorepoint Capital Partners
Massachusetts
$667K -$17.9K -49 -3%
MWM
2740
Mindset Wealth Management
Indiana
$666K +$600K +1,644 New
WIA
2741
Wetzel Investment Advisors
Indiana
$666K +$29.5K +81 +5%
IDA
2742
Intelligence Driven Advisers
California
$664K +$47.1K +129 +9%
GCM
2743
Gallacher Capital Management
Colorado
$664K -$17.9K -49 -3%
BW
2744
Basepoint Wealth
Iowa
$663K +$597K +1,637 New
CPW
2745
Crestmont Private Wealth
Texas
$663K +$33.2K +91 +6%
T
2746
TOBAM
France
$663K +$273K +748 +84%
NC
2747
Northcape Capital
Australia
$663K +$596K +1,635 New
DR
2748
Davis Rea
Ontario, Canada
$660K – – –
MFP
2749
Meridian Financial Partners
Virginia
$660K -$45.6K -125 -7%
JFA
2750
JNBA Financial Advisors
Minnesota
$658K -$104K -285 -15%
108 109
110
111 112