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Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
2226
HCR Wealth Advisors
California
$303K – – –
RA
2227
Rise Advisors
New York
$303K +$43.3K +249 +17%
PWM
2228
Prosperity Wealth Management
California
$303K -$22.1K -127 -7%
OC
2229
Oakworth Capital
Alabama
$303K – – –
GITFIT
2230
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$303K – – –
CCM
2231
Coerente Capital Management
Ontario, Canada
$303K -$52.1K -300 -15%
TCWM
2232
Total Clarity Wealth Management
Illinois
$303K -$3.82K -22 -1%
PTB
2233
Pioneer Trust Bank
Oregon
$302K – – –
PWP
2234
Phillips Wealth Planners
Mississippi
$302K +$16K +92 +6%
AIA
2235
Alera Investment Advisors
Illinois
$302K +$303K +1,744 New
FNWA
2236
Financial Network Wealth Advisors
Utah
$301K +$9.9K +57 +3%
MC
2237
Middleton & Co
Massachusetts
$301K +$10.4K +60 +4%
MAM
2238
Marotta Asset Management
Virginia
$301K +$299K +1,720 New
LA
2239
LVW Advisors
New York
$301K +$1.91K +11 +0.6%
MA
2240
MAS Advisors
Florida
$301K +$17.4K +100 +6%
RP
2241
Rice Partnership
Hawaii
$301K -$1.91K -11 -0.6%
MAG
2242
MRA Advisory Group
New Jersey
$299K +$8.86K +51 +3%
TFP
2243
Triune Financial Partners
Kansas
$298K – – –
GWM
2244
Gibbs Wealth Management
Georgia
$297K +$86K +495 +40%
AAS
2245
Annex Advisory Services
Wisconsin
$296K +$49.9K +287 +20%
E3F
2246
Eight 31 Financial
Texas
$296K +$297K +1,711 New
GIP
2247
Greatmark Investment Partners
Georgia
$296K – – –
FA
2248
Fiduciary Alliance
South Carolina
$294K +$288K +1,660 New
CCA
2249
Cottonwood Capital Advisors
Utah
$294K – – –
SFC
2250
SYM Financial Corp
Indiana
$294K +$296K +1,701 New
88 89
90
91 92