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Name Holding Trade Value Shares
Change 		Change in
Stake
ACL
1401
Applied Capital LLC
Florida
$678K +$16.9K +538 +3%
LFG
1402
Larson Financial Group
Missouri
$678K +$42.9K +1,366 +7%
AP
1403
Americana Partners
Texas
$678K -$445K -14,189 -41%
TSWM
1404
Tyler-Stone Wealth Management
Ohio
$674K +$633K +20,162 New
RIA
1405
Regal Investment Advisors
Michigan
$674K -$1.33M -42,249 -68%
GPA
1406
Guerra Pan Advisors
New Jersey
$671K -$13.1K -418 -2%
BPWM
1407
Badgley Phelps Wealth Managers
Washington
$670K +$242K +7,701 +62%
SIP
1408
Scott Investment Partners
United Kingdom
$669K – – –
TL
1409
TowerView LLC
New York
$669K – – –
CCA
1410
Cobblestone Capital Advisors
New York
$667K -$26.8K -854 -4%
WBG
1411
Wharton Business Group
Pennsylvania
$667K +$31 +1 +0%
MS
1412
Maven Securities
Jersey
$666K +$625K +19,913 New
SIAP
1413
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$665K -$126K -4,006 -17%
AFP
1414
Ausdal Financial Partners
Iowa
$663K -$15.2K -485 -2%
VNA
1415
Valley National Advisers
Pennsylvania
$662K -$7.69K -245 -1%
IIL
1416
Insight Inv LLC
California
$662K -$497K -15,825 -44%
UL
1417
Unionview LLC
Washington
$661K -$13.8K -439 -2%
AFT
1418
Alpha Family Trust
California
$661K +$65.3K +2,080 +12%
SC
1419
SouthState Corp
Florida
$660K -$56.6K -1,804 -8%
GC
1420
Guidance Capital
Kentucky
$658K +$592K +18,871 New
GWM
1421
GSB Wealth Management
Connecticut
$658K -$799K -25,462 -56%
GLR
1422
Great Lakes Retirement
Ohio
$657K +$8.35K +266 +1%
CA
1423
Capital Advantage
California
$657K +$10.7K +341 +2%
CF
1424
Centaurus Financial
California
$656K -$114K -3,617 -16%
AWG
1425
Altus Wealth Group
Colorado
$653K +$59.4K +1,893 +11%
55 56
57
58 59