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Name Holding Trade Value Shares
Change 		Change in
Stake
WA1
2851
Wimmer Associates 1
California
$675K +$18.4K +45 +3%
SCP
2852
Shorepoint Capital Partners
Massachusetts
$675K +$35.5K +87 +5%
HIG
2853
Heritage Investment Group
Florida
$674K -$117K -286 -14%
SWM
2854
SFG Wealth Management
Maryland
$673K +$1.23K +3 +0.2%
LAM
2855
LECAP Asset Management
United Kingdom
$673K +$707K +1,730 New
PWM
2856
Palumbo Wealth Management
New York
$673K +$3.27K +8 +0.5%
MHR
2857
Matthew Hamilton Rosenberg
$672K -$54.3K -133 -7%
FSC
2858
Full Sail Capital
Oklahoma
$671K -$42.1K -103 -6%
LFA
2859
Laraway Financial Advisors
Minnesota
$670K – – –
FPW
2860
Fairvoy Private Wealth
Alabama
$669K +$703K +1,720 New
SA
2861
Scarborough Advisors
Maryland
$669K -$5.72K -14 -0.8%
TLFA
2862
True Link Financial Advisors
California
$668K +$701K +1,717 New
FBFS
2863
First Business Financial Services
Wisconsin
$668K – – –
ASBI
2864
American State Bank (Iowa)
Iowa
$667K +$7.76K +19 +1%
SHJ
2865
Sharkey, Howes & Javer
Colorado
$667K -$18.8K -46 -3%
PWA
2866
Provenance Wealth Advisors
Florida
$667K -$1.13M -2,771 -62%
MCC
2867
Malaga Cove Capital
California
$666K -$75.2K -184 -10%
SAM
2868
Strive Asset Management
Ohio
$666K +$699K +1,712 New
NA
2869
Nestegg Advisors
New York
$665K +$639K +1,564 New
MA
2870
Maxele Advisors
Missouri
$663K +$697K +1,705 New
SPF
2871
South Plains Financial
Texas
$662K +$696K +1,703 New
WP
2872
Wealthspan Partners
Iowa
$661K -$152K -372 -18%
MAG
2873
MRA Advisory Group
New Jersey
$661K -$63.3K -155 -8%
HTIM
2874
Harbour Trust & Investment Management
Indiana
$660K -$32.7K -80 -5%
LW
2875
Libra Wealth
California
$660K – – –
113 114
115
116 117