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Name Holding Trade Value Shares
Change 		Change in
Stake
TIAM2
2676
Tru Independence Asset Management 2
Oregon
$298K +$295K +1,206 New
GWP
2677
Gateway Wealth Partners
Wisconsin
$298K +$245 +1 +0.1%
VBFG
2678
Vishria Bird Financial Group
Tennessee
$297K – – –
CCFM
2679
Clear Creek Financial Management
Washington
$296K -$200K -817 -41%
EWA
2680
Encompass Wealth Advisors
Oregon
$296K -$53.8K -220 -16%
CW
2681
Curio Wealth
Maryland
$296K -$97.1K -397 -99%
CTA
2682
Colonial Trust Advisors
South Carolina
$296K +$37.7K +154 +15%
TC
2683
TAGStone Capital
North Carolina
$295K +$1.22K +5 +0.4%
PFA
2684
Professional Financial Advisors
Nebraska
$295K – – –
HVP
2685
Hudson Value Partners
Florida
$295K +$290K +1,186 New
CCT
2686
Chemung Canal Trust
New York
$295K – – –
JTWM
2687
Jackson Thornton Wealth Management
Alabama
$294K +$301K +1,232 New
CCAM
2688
Cascades Capital Asset Management
North Carolina
$293K +$2.69K +11 +0.9%
WAM
2689
Walker Asset Management
Missouri
$293K +$245 +1 +0.1%
DWMS
2690
Dominguez Wealth Management Solutions
Virginia
$292K +$1.22K +5 +0.4%
DFG
2691
Dupree Financial Group
Kentucky
$292K -$3.18K -13 -1%
FCC
2692
Flower City Capital
New York
$292K +$287K +1,174 New
LWM
2693
LeConte Wealth Management
Tennessee
$291K +$287K +1,172 New
CD
2694
Chapin Davis
Maryland
$291K +$24.2K +99 +9%
JBA
2695
Johnson Bixby & Associates
Washington
$291K -$9.78K -40 -3%
CIG
2696
CHB Investment Group
Pennsylvania
$290K – – –
WA
2697
WESPAC Advisors
California
$290K – – –
CFP
2698
Cypress Financial Planning
New Jersey
$290K +$489 +2 +0.2%
CPG
2699
Cornerstone Planning Group
New Jersey
$289K +$23.5K +96 +9%
VC
2700
Vestor Capital
Illinois
$289K +$4.16K +17 +1%
106 107
108
109 110