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Name Holding Trade Value Shares
Change 		Change in
Stake
NWA
2351
New World Advisors
Massachusetts
$706K -$32.8K -102 -4%
DSN
2352
D. Scott Neal
Kentucky
$706K – – –
IA
2353
IFG Advisors
Missouri
$706K – – –
SWM
2354
Seed Wealth Management
Illinois
$705K – – –
IWN
2355
Independent Wealth Network
Iowa
$704K +$44.4K +138 +6%
GCM
2356
Gibraltar Capital Management
Oklahoma
$703K +$21.9K +68 +3%
CWA
2357
Consilium Wealth Advisory
Texas
$702K +$40.8K +127 +6%
DOA
2358
D'Orazio & Associates
Virginia
$702K +$47.9K +149 +7%
BP
2359
BBR Partners
New York
$702K -$568K -1,766 -43%
GCM
2360
Gallacher Capital Management
Colorado
$701K -$281K -874 -27%
BA
2361
Bridge Advisory
California
$701K -$20.6K -64 -3%
MTIC
2362
Missouri Trust & Investment Company
Missouri
$700K – – –
RPG
2363
Resource Planning Group
Georgia
$699K -$34.4K -107 -4%
LGA
2364
Lebenthal Global Advisors
New York
$697K +$200K +622 +37%
AP
2365
Adero Partners
California
$695K +$197K +612 +36%
CM
2366
Castleark Management
Illinois
$695K – – –
RCM
2367
Regency Capital Management
Hawaii
$694K -$1.76M -5,475 -70%
HAIM
2368
Hunter Associates Investment Management
Pennsylvania
$694K +$117K +365 +19%
GLLW
2369
Graves Light Lenhart Wealth
Virginia
$693K -$91.3K -284 -11%
CG
2370
Carmignac Gestion
France
$693K – – –
CFO
2371
Collective Family Office
Pennsylvania
$691K -$16.1K -50 -2%
CCM
2372
Carlson Capital Management
Minnesota
$691K +$95.5K +297 +15%
PWMG
2373
Provence Wealth Management Group
California
$691K -$54.7K -170 -7%
MKC
2374
M. Kraus & Co
Vermont
$691K – – –
OWA
2375
Octavia Wealth Advisors
Ohio
$691K +$131K +408 +22%
93 94
95
96 97