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Name Holding Trade Value Shares
Change 		Change in
Stake
KA
2776
Keene & Associates
Texas
$643K +$26.3K +72 +5%
SFA
2777
Source Financial Advisors
New York
$642K +$2.92K +8 +0.5%
TGAM
2778
TBH Global Asset Management
Tennessee
$642K -$12K -33 -2%
PIAS
2779
PCA Investment Advisory Services
Ohio
$641K +$10.9K +30 +2%
LAS
2780
LWM Advisory Services
Florida
$639K +$136K +374 +31%
FW
2781
FullCircle Wealth
Texas
$639K -$137K -376 -19%
HC
2782
Hara Capital
Washington
$638K – – –
LFP
2783
Lakeshore Financial Planning
Michigan
$637K +$365 +1 +0.1%
QFA
2784
Quantum Financial Advisors
California
$636K – – –
MC
2785
Maverick Capital
Texas
$635K -$4.24M -11,631 -88%
MFC
2786
Morris Financial Concepts
South Carolina
$635K +$11.3K +31 +2%
CWS
2787
Cypress Wealth Services
California
$633K +$32.1K +88 +6%
CAM
2788
Chesapeake Asset Management
New York
$631K +$29.2K +80 +5%
BFG
2789
Bouchey Financial Group
New York
$629K +$28.4K +78 +5%
BAM
2790
Bellevue Asset Management
Washington
$629K +$729 +2 +0.1%
CWM
2791
Centurion Wealth Management
Virginia
$624K +$561K +1,539 New
UPS
2792
UHLMANN PRICE SECURITIES
Illinois
$623K +$561K +1,539 New
WWG
2793
West Wealth Group
California
$622K +$2.92K +8 +0.5%
AFA
2794
AA Financial Advisors
Ohio
$621K +$16K +44 +3%
CWA
2795
CJM Wealth Advisers
Virginia
$620K +$36.5K +100 +7%
BHPW
2796
Beverly Hills Private Wealth
California
$620K -$44.1K -121 -7%
V
2797
VeraBank
Texas
$619K – – –
AW
2798
Alaethes Wealth
Nevada
$618K +$8.39K +23 +2%
CPRC
2799
Consolidated Portfolio Review Corp
New York
$617K +$10.2K +28 +2%
ARMT
2800
Amica Retiree Medical Trust
Rhode Island
$617K +$556K +1,523 New
110 111
112
113 114