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Name Holding Trade Value Shares
Change 		Change in
Stake
MFS
2401
Madrona Financial Services
Washington
$851K +$2.48K +8 +0.3%
FAM
2402
Flaharty Asset Management
Florida
$849K +$619 +2 +0.1%
LA
2403
LM Advisors
California
$847K +$757K +2,445 New
JSC
2404
Jackson Square Capital
California
$847K – – –
WDG
2405
Wealth Dimensions Group
Ohio
$846K +$1.55K +5 +0.2%
JCM
2406
Jacobsen Capital Management
Utah
$845K -$20.1K -65 -3%
MFS
2407
Mirabella Financial Services
United Kingdom
$844K +$498K +1,609 +195%
NFG
2408
Nadler Financial Group
Illinois
$844K +$310 +1 +0%
PF
2409
Phoenix Financial
Israel
$843K +$660K +2,132 New
BG
2410
Benedetti & Gucer
Georgia
$842K -$32.5K -105 -4%
CFO
2411
Callan Family Office
Pennsylvania
$839K +$51.1K +165 +7%
BWG
2412
Boomfish Wealth Group
Georgia
$837K +$748K +2,415 New
TF
2413
Trek Financial
Arizona
$836K +$119K +384 +19%
ESBC
2414
E.S. Barr & Co
Kentucky
$835K +$48.3K +156 +7%
EIP
2415
Ellis Investment Partners
Pennsylvania
$834K +$1.55K +5 +0.2%
ACP
2416
Arcus Capital Partners
Georgia
$834K +$61.9K +200 +9%
TWM
2417
TriaGen Wealth Management
California
$833K +$146K +470 +24%
IRAG
2418
Investment Research & Advisory Group
Georgia
$832K – – –
RB
2419
Renasant Bank
Mississippi
$830K +$9.29K +30 +1%
TPWA
2420
TRUE Private Wealth Advisors
Oregon
$829K -$310 -1 -0%
WWC
2421
Waypoint Wealth Counsel
Georgia
$827K -$310 -1 -0%
BHPW
2422
Beverly Hills Private Wealth
California
$827K +$76.2K +246 +11%
RAM
2423
Ramirez Asset Management
New York
$826K – – –
TW
2424
Towerpoint Wealth
California
$824K -$28.2K -91 -4%
FIM
2425
Fernwood Investment Management
Massachusetts
$824K +$1.55K +5 +0.2%
95 96
97
98 99