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Name Holding Trade Value Shares
Change 		Change in
Stake
VBFG
2676
Vishria Bird Financial Group
Tennessee
$297K – – –
CCFM
2677
Clear Creek Financial Management
Washington
$296K -$200K -817 -41%
EWA
2678
Encompass Wealth Advisors
Oregon
$296K -$53.8K -220 -16%
CW
2679
Curio Wealth
Maryland
$296K -$97.1K -397 -99%
CTA
2680
Colonial Trust Advisors
South Carolina
$296K +$37.7K +154 +15%
TC
2681
TAGStone Capital
North Carolina
$295K +$1.22K +5 +0.4%
PFA
2682
Professional Financial Advisors
Nebraska
$295K – – –
HVP
2683
Hudson Value Partners
Florida
$295K +$290K +1,186 New
CCT
2684
Chemung Canal Trust
New York
$295K – – –
JTWM
2685
Jackson Thornton Wealth Management
Alabama
$294K +$301K +1,232 New
CCAM
2686
Cascades Capital Asset Management
North Carolina
$293K +$2.69K +11 +0.9%
WAM
2687
Walker Asset Management
Missouri
$293K +$245 +1 +0.1%
DWMS
2688
Dominguez Wealth Management Solutions
Virginia
$292K +$1.22K +5 +0.4%
DFG
2689
Dupree Financial Group
Kentucky
$292K -$3.18K -13 -1%
FCC
2690
Flower City Capital
New York
$292K +$287K +1,174 New
LWM
2691
LeConte Wealth Management
Tennessee
$291K +$287K +1,172 New
CD
2692
Chapin Davis
Maryland
$291K +$24.2K +99 +9%
JBA
2693
Johnson Bixby & Associates
Washington
$291K -$9.78K -40 -3%
CIG
2694
CHB Investment Group
Pennsylvania
$290K – – –
WA
2695
WESPAC Advisors
California
$290K – – –
CFP
2696
Cypress Financial Planning
New Jersey
$290K +$489 +2 +0.2%
CPG
2697
Cornerstone Planning Group
New Jersey
$289K +$23.5K +96 +9%
VC
2698
Vestor Capital
Illinois
$289K +$4.16K +17 +1%
EE
2699
EWG Elevate
California
$288K -$1.96K -8 -0.7%
SFPG
2700
Stonebridge Financial Planning Group
Florida
$288K – – –
106 107
108
109 110