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Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
2226
Plotkin Financial Advisors
Maryland
$563K – – –
CCA
2227
Carrera Capital Advisors
Michigan
$563K -$3.07M -43,087 -85%
TAM
2228
Titleist Asset Management
Texas
$561K +$72.6K +1,019 +15%
RCA
2229
Ranch Capital Advisors
Florida
$561K +$427 +6 +0.1%
EAM
2230
Empirical Asset Management
Massachusetts
$560K +$15.1K +212 +3%
BWG
2231
Beta Wealth Group
California
$560K +$7.41K +104 +1%
WAG
2232
Wallace Advisory Group
California
$560K +$22.9K +322 +4%
AFAS
2233
Acorn Financial Advisory Services
Virginia
$560K -$997 -14 -0.2%
BWA
2234
Bordeaux Wealth Advisors
California
$559K +$1.07K +15 +0.2%
MHR
2235
Matthew Hamilton Rosenberg
$559K +$106K +1,492 +23%
BCG
2236
Breakwater Capital Group
New Jersey
$559K -$6.63K -93 -1%
SWA
2237
SOA Wealth Advisors
New York
$558K +$19.2K +269 +4%
WF
2238
Wayfinding Financial
Washington
$558K -$34.4K -483 -6%
NA
2239
Nautilus Advisors
California
$558K -$3.28K -46 -0.6%
LWM
2240
Level Wealth Management
North Carolina
$557K – – –
MPIA
2241
Mountain Pacific Investment Advisers
Idaho
$557K – – –
CPA
2242
Cardiff Park Advisors
California
$557K +$285 +4 +0.1%
CA
2243
Cornerstone Advisory
Maryland
$557K +$8.19K +115 +1%
SL
2244
Summitry LLC
California
$556K +$10.6K +149 +2%
IPW
2245
Inlet Private Wealth
Florida
$556K – – –
TIA
2246
Tandem Investment Advisors
South Carolina
$555K -$103K -1,448 -16%
FC
2247
Fulcrum Capital
Washington
$555K – – –
RWM
2248
Riverbend Wealth Management
South Carolina
$554K +$141K +1,984 +34%
PCMC
2249
Paragon Capital Management (Colorado)
Colorado
$554K – – –
CAM
2250
Cypress Asset Management
Texas
$554K -$57K -800 -9%
88 89
90
91 92