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Name Holding Trade Value Shares
Change 		Change in
Stake
VIP
2801
Vista Investment Partners
Oklahoma
$641K -$325 -1 -0.1%
HCM
2802
Hollencrest Capital Management
California
$640K -$32.5M -99,850 -98%
WCFA
2803
Walkner Condon Financial Advisors
Wisconsin
$640K +$61.2K +188 +12%
TBWA
2804
Three Bridge Wealth Advisors
California
$639K -$4.88K -15 -0.8%
SIC
2805
Sage Investment Counsel
Tennessee
$639K -$9.11K -28 -2%
VR
2806
Vision Retirement
New Jersey
$638K -$57.3K -176 -9%
PFA
2807
Providence Financial Advisors
Kansas
$638K -$651 -2 -0.1%
TIM
2808
Tevis Investment Management
Texas
$638K -$142K -435 -19%
ISB
2809
Iowa State Bank
Iowa
$638K -$56K -172 -9%
MA
2810
MBA Advisors
Pennsylvania
$637K +$49.1K +151 +9%
NA
2811
Navellier & Associates
Nevada
$637K -$79.4K -244 -12%
4WM
2812
49 Wealth Management
Texas
$637K -$151K -463 -20%
A
2813
Alongside
Texas
$637K +$587K +1,805 New
AFA
2814
AllGen Financial Advisors
Florida
$636K – – –
MSWM
2815
Master's Wealth Management
Pennsylvania
$636K +$19.8K +61 +3%
TI
2816
Truepoint Inc
Ohio
$635K +$2.28K +7 +0.4%
TDB
2817
Thompson David Blair
$634K +$274K +843 +88%
HIS
2818
Harvest Investment Services
Illinois
$633K +$294K +905 +102%
C1AG
2819
Client 1st Advisory Group
Florida
$633K -$105K -323 -15%
KFA
2820
Kapstone Financial Advisors
Ohio
$632K -$14.3K -44 -2%
FPL
2821
Fortress Private Ledger
North Carolina
$631K -$27.7K -85 -5%
SSA
2822
Shepherd Street Advisors
California
$631K -$54.7K -168 -8%
CCM
2823
Crew Capital Management
Ohio
$631K -$793K -2,437 -58%
FWM
2824
Focused Wealth Management
New York
$631K +$48.8K +150 +9%
TWM
2825
Triton Wealth Management
Arizona
$628K +$115K +355 +23%
111 112
113
114 115