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Name Holding Trade Value Shares
Change 		Change in
Stake
LSIA
2751
LaSalle St. Investment Advisors
Illinois
$657K +$111K +304 +23%
AEPWM
2752
Atlantic Edge Private Wealth Management
Florida
$657K -$29.2K -80 -5%
EWA
2753
Encompass Wealth Advisors
Oregon
$656K – – –
PM
2754
Phraction Management
Connecticut
$656K – – –
SXL
2755
Summit X LLC
Missouri
$656K -$52.2K -143 -7%
CMI
2756
Clare Market Investments
Texas
$654K +$47.4K +130 +9%
HI
2757
Hendershot Investments
Virginia
$654K +$588K +1,613 New
NC
2758
Napatree Capital
Rhode Island
$653K +$220K +603 +60%
BFA
2759
Beacon Financial Advisory
Ohio
$653K +$23.3K +64 +4%
SEM
2760
Suncoast Equity Management
Florida
$651K +$17.9K +49 +3%
PPC
2761
Park Place Capital
Alabama
$650K -$70.4K -193 -11%
RMF
2762
Red Mountain Financial
Colorado
$650K -$20.1K -55 -3%
CPA
2763
Cardiff Park Advisors
California
$650K -$9.48K -26 -2%
HFS
2764
Howard Financial Services
Texas
$650K +$34.7K +95 +6%
AG
2765
Algert Global
California
$649K +$584K +1,601 New
PSFG
2766
Prairie Sky Financial Group
Illinois
$648K – – –
WCFA
2767
Walkner Condon Financial Advisors
Wisconsin
$647K +$87.9K +241 +18%
AWM
2768
Absher Wealth Management
North Carolina
$647K +$117K +320 +25%
FI
2769
FIDELIS iM
Oregon
$647K +$3.28K +9 +0.6%
NWAG
2770
Net Worth Advisory Group
Utah
$647K +$582K +1,596 New
TWM
2771
Triton Wealth Management
Arizona
$646K +$28.4K +78 +5%
SMWM
2772
Silvia McColl Wealth Management
California
$645K – – –
VH
2773
Visionary Horizons
Tennessee
$644K +$31K +85 +6%
KA
2774
Keene & Associates
Texas
$643K +$26.3K +72 +5%
SFA
2775
Source Financial Advisors
New York
$642K +$2.92K +8 +0.5%
109 110
111
112 113