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Name Holding Trade Value Shares
Change 		Change in
Stake
CSIA
2476
Charles Schwab Investment Advisory
California
$244K +$245K +3,872 New
SEIA
2477
Signature Estate & Investment Advisors
California
$243K +$17.7K +279 +8%
GAA
2478
Global Assets Advisory
Florida
$243K +$245K +3,858 New
SBF
2479
Sara-Bay Financial
Florida
$242K – – –
IHWM
2480
Iron Horse Wealth Management
Iowa
$242K +$254 +4 +0.1%
DI
2481
DFPG Investments
Utah
$242K +$2.47K +39 +1%
CPA
2482
Capital Planning Advisors
California
$241K – – –
NCM
2483
Northside Capital Management
Oregon
$241K – – –
VCM
2484
Viewpoint Capital Management
Washington
$241K +$190 +3 +0.1%
SFWA
2485
Summit Financial Wealth Advisors
Louisiana
$241K +$24.6K +388 +11%
CWA
2486
CM Wealth Advisors
Ohio
$241K +$241K +3,800 New
CIA
2487
Cascade Investment Advisors
Oregon
$240K – – –
C
2488
Certuity
Florida
$240K +$3.36K +53 +1%
FWM
2489
FSA Wealth Management
Massachusetts
$238K -$221K -3,482 -48%
TA
2490
TKG Advisors
Indiana
$238K +$5.33K +84 +2%
TCBWMS
2491
Texas Capital Bank Wealth Management Services
Texas
$237K -$1.65K -26 -0.7%
PD
2492
Planning Directions
Pennsylvania
$237K +$1.14K +18 +0.5%
EWM
2493
Executive Wealth Management
Michigan
$237K +$4.37K +69 +2%
CWM
2494
Cabot Wealth Management
Massachusetts
$236K -$133K -2,096 -36%
MFG
2495
Menard Financial Group
Texas
$235K – – –
BFS
2496
Bickling Financial Services
Massachusetts
$235K +$1.14K +18 +0.5%
HI
2497
Humankind Investments
New York
$233K -$23.5K -371 -9%
FC
2498
FCA Corp
Texas
$233K +$634 +10 +0.3%
NWMG
2499
National Wealth Management Group
Ohio
$233K -$57.1K -900 -20%
CCA
2500
Column Capital Advisors
Indiana
$232K -$13.2K -208 -5%
98 99
100
101 102