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Name Holding Trade Value Shares
Change 		Change in
Stake
HA
2951
Helium Advisors
Washington
$267K -$24.6K -94 -9%
MCA
2952
Maryland Capital Advisors
Maryland
$266K – – –
AFWM
2953
AMJ Financial Wealth Management
Virginia
$266K -$652K -2,489 -73%
SRC
2954
Sage Rhino Capital
California
$266K -$3.4K -13 -1%
SIC
2955
Sigma Investment Counselors
Michigan
$266K +$11K +42 +5%
CCA
2956
Conservest Capital Advisors
Pennsylvania
$266K +$262 +1 +0.1%
FFWA
2957
FRG Family Wealth Advisors
Washington
$266K – – –
WF
2958
Williams Financial
Vermont
$266K – – –
SPA
2959
Shore Point Advisors
New Jersey
$265K +$246K +940 New
OWM
2960
Orca Wealth Management
Florida
$265K – – –
HCWM
2961
Hidden Cove Wealth Management
Washington
$265K +$7.85K +30 +3%
LSWP
2962
Liberty Square Wealth Partners
Pennsylvania
$265K -$5.5K -21 -2%
VC
2963
Veery Capital
Delaware
$264K -$2.88K -11 -1%
IF
2964
IRON Financial
Illinois
$264K -$26.4K -101 -10%
ST
2965
Somerset Trust
Pennsylvania
$264K +$26.2K +100 +12%
FP
2966
Fiduciary Planning
Florida
$264K +$245K +935 New
SLA
2967
Silver Lake Advisory
Utah
$263K -$53.1K -203 -18%
TLA
2968
Tanglewood Legacy Advisors
Texas
$262K – – –
EPAM
2969
Euro Pacific Asset Management
Puerto Rico
$262K – – –
BFWM
2970
Bright Futures Wealth Management
New York
$262K +$243K +928 New
TCM
2971
Tradewinds Capital Management
Washington
$262K +$4.45K +17 +2%
CFO
2972
Custos Family Office
Texas
$262K +$19.9K +76 +9%
SA
2973
Sunesis Advisors
Kansas
$261K +$242K +926 New
PK
2974
Pflug Koory
Nebraska
$261K -$8.11K -31 -3%
PFA
2975
Pathway Financial Advisors
Vermont
$261K – – –
117 118
119
120 121