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Name Holding Trade Value Shares
Change 		Change in
Stake
SDAM
1476
Shulman DeMeo Asset Management
New York
$246K -$47.2K -2,278 -17%
NME
1477
Notis-McConarty Edward
$246K -$41.4K -2,000 -15%
PFM
1478
Patton Fund Management
Texas
$246K +$228K +10,986 New
RWP
1479
Ridgecrest Wealth Partners
California
$246K -$57.3K -2,766 -20%
CC
1480
Centiva Capital
New York
$245K -$477 -23 -0.2%
SC
1481
Syon Capital
California
$245K +$21.6K +1,040 +11%
AWE
1482
Avidian Wealth Enterprises
Texas
$245K +$580 +28 +0.3%
SLA
1483
Silver Lake Advisory
Utah
$244K +$225K +10,875 New
CA
1484
Capital Advantage
California
$242K -$3.34K -161 -1%
PAM
1485
Peak Asset Management
Colorado
$242K – – –
KLWA
1486
Kelly Lawrence W & Associates
California
$242K – – –
CFG
1487
Carter Financial Group
Illinois
$241K +$223K +10,739 New
CIA
1488
Citadel Investment Advisory
Ohio
$240K -$11.9K -575 -5%
CA
1489
Calton & Associates
Florida
$240K +$21.4K +1,034 +11%
VST
1490
Van Strum & Towne
California
$240K -$6.73K -325 -3%
MPM
1491
MBB Public Markets
Illinois
$239K -$53K -2,560 -19%
ECA
1492
Elevated Capital Advisors
Utah
$239K – – –
V
1493
VeraBank
Texas
$238K -$118K -5,697 -35%
WA
1494
Wealth Alliance
New York
$238K +$21.6K +1,042 +11%
LFG
1495
Lockerman Financial Group
California
$237K +$220K +10,600 New
SFP
1496
Shepherd Financial Partners
Massachusetts
$237K +$2.59K +125 +1%
SAM
1497
S.A. Mason
Michigan
$237K -$11.9K -575 -5%
RWB
1498
RMR Wealth Builders
New Jersey
$237K -$27.4K -1,322 -11%
DWA
1499
Delos Wealth Advisors
Texas
$236K -$2.07K -100 -0.9%
LCM
1500
LCM Capital Management
Illinois
$236K +$435 +21 +0.2%
58 59
60
61 62