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Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
1526
Cardiff Park Advisors
California
$750K +$6.59K +148 +0.9%
FSA
1527
Franklin Street Advisors
North Carolina
$750K – – –
WDG
1528
Wealth Dimensions Group
Ohio
$750K +$6.28K +141 +0.8%
SHFA
1529
SS&H Financial Advisors
Michigan
$746K +$22.3K +500 +3%
CAI
1530
Capital Advisors Inc
Oklahoma
$746K +$169K +3,783 +29%
RS
1531
Rakuten Securities
Japan
$745K +$175K +3,933 +30%
CAM
1532
Cozad Asset Management
Illinois
$742K +$94.4K +2,118 +14%
MCM
1533
McRae Capital Management
New Jersey
$742K – – –
RFG
1534
Range Financial Group
Oregon
$741K -$637K -14,302 -46%
TPCW
1535
TD Private Client Wealth
New York
$737K +$119K +2,681 +19%
NS
1536
NBC Securities
Alabama
$736K +$18.6K +418 +3%
CA
1537
Cambridge Advisors
Nebraska
$735K -$4.46K -100 -0.6%
GAM
1538
Gemmer Asset Management
California
$734K +$89 +2 +0%
FAFN
1539
First Affirmative Financial Network
Colorado
$734K +$13.3K +299 +2%
TPW
1540
Transatlantique Private Wealth
New York
$732K +$2.41K +54 +0.3%
DWM
1541
Defined Wealth Management
Oregon
$730K – – –
EWA
1542
Encompass Wealth Advisors
Oregon
$730K -$26.6K -596 -3%
UAML
1543
US Asset Management LLC
Pennsylvania
$729K -$8.96K -201 -1%
MCCP
1544
Mission Creek Capital Partners
California
$728K -$203K -4,553 -22%
JWCA
1545
J.W. Coons Advisors
Ohio
$728K -$31.2K -700 -4%
BEW
1546
Burton Enright Welch
California
$727K +$535 +12 +0.1%
KFGK
1547
Keystone Financial Group (Kentucky)
Kentucky
$726K +$19.3K +434 +3%
SC
1548
SouthState Corp
Florida
$725K -$15.4K -346 -2%
APW
1549
Acima Private Wealth
Virginia
$723K -$44.6K -1,000 -6%
DFG
1550
Delta Financial Group
New Jersey
$719K -$4.01K -90 -0.6%
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