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Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
2701
Elevate Wealth Advisory
Georgia
$221K -$1.38K -23 -0.6%
ACM
2702
Ategra Capital Management
Virginia
$220K – – –
SWP
2703
Summit Wealth Partners
Florida
$220K -$100K -1,673 -32%
PPWM
2704
Paragon Private Wealth Management
Kentucky
$220K +$4.99K +83 +2%
DI
2705
Disciplined Investments
Oklahoma
$220K – – –
GF
2706
Gimbal Financial
Indiana
$220K – – –
CSIA
2707
Charles Schwab Investment Advisory
California
$219K +$215K +3,586 New
GCM
2708
Gallacher Capital Management
Colorado
$219K -$340K -5,664 -61%
KFG
2709
Kingdom Financial Group
Arizona
$219K +$215K +3,583 New
GHA
2710
Granite Harbor Advisors
Texas
$219K +$215K +3,580 New
BIM
2711
Breakwater Investment Management
Washington
$216K +$212K +3,536 New
CWA
2712
CM Wealth Advisors
Ohio
$216K -$5.11K -85 -2%
MAM
2713
McLean Asset Management
Virginia
$216K -$1.92K -32 -0.9%
BWP
2714
Balboa Wealth Partners
Arizona
$215K -$55K -915 -21%
MCM
2715
Mendel Capital Management
Arkansas
$214K +$210K +3,497 New
CAM
2716
Concorde Asset Management
Michigan
$214K -$42.8K -712 -17%
CPRC
2717
Consolidated Portfolio Review Corp
New York
$213K -$194K -3,225 -48%
CAL
2718
Capital Advisors Ltd
Ohio
$213K +$5.11K +85 +3%
EBSAM
2719
Eubel Brady & Suttman Asset Management
Ohio
$213K +$209K +3,482 New
TCBWMS
2720
Texas Capital Bank Wealth Management Services
Texas
$213K +$481 +8 +0.2%
EAM
2721
Evanson Asset Management
California
$212K +$209K +3,473 New
PWA
2722
Physician Wealth Advisors
Utah
$212K -$8.59K -143 -4%
CIC
2723
Cutler Investment Counsel
Oregon
$212K +$206K +3,435 New
PFM
2724
Phillips Financial Management
Indiana
$211K +$208K +3,455 New
SNB
2725
Security National Bank
Nebraska
$211K -$103K -1,714 -33%
107 108
109
110 111