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Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
2251
SOA Wealth Advisors
New York
$492K +$30.3K +464 +6%
AAS
2252
Annex Advisory Services
Wisconsin
$492K +$22.1K +339 +4%
LWM
2253
Level Wealth Management
North Carolina
$490K +$514K +7,876 New
CPA
2254
Cardiff Park Advisors
California
$490K +$587 +9 +0.1%
HTHT
2255
Hemenway Trust Hemenway Trust
New Hampshire
$489K -$35.2K -540 -6%
IPW
2256
Inlet Private Wealth
Florida
$489K -$65.3K -1,000 -11%
CAS
2257
Coppell Advisory Solutions
Texas
$489K -$765K -11,714 -60%
PCMC
2258
Paragon Capital Management (Colorado)
Colorado
$488K -$35.5K -544 -6%
FC
2259
Fairscale Capital
New Hampshire
$487K -$3.07K -47 -0.6%
BWG
2260
Beta Wealth Group
California
$486K +$510K +7,813 New
QPWM
2261
Quadrant Private Wealth Management
Pennsylvania
$486K -$15.9K -244 -3%
AGWCA
2262
Annis Gardner Whiting Capital Advisors
Florida
$485K +$16.9K +259 +3%
AHL
2263
Abel Hall LLC
Louisiana
$484K -$22.3K -342 -4%
ICP
2264
Interchange Capital Partners
Pennsylvania
$484K -$44.8K -686 -8%
OCM
2265
One Capital Management
California
$483K +$914 +14 +0.2%
KFA
2266
Kapstone Financial Advisors
Ohio
$483K – – –
IPAM
2267
Investment Partners Asset Management
New Jersey
$482K +$51.7K +792 +11%
CFA
2268
CWS Financial Advisors
Michigan
$482K +$2.94K +45 +0.6%
GXJ
2269
Global X Japan
Japan
$481K +$86.1K +1,319 +21%
ICA
2270
Infrastructure Capital Advisors
New York
$480K +$503K +7,713 New
SAM
2271
SignalPoint Asset Management
Missouri
$480K +$14.4K +220 +3%
QL
2272
Quarry LP
New York
$479K +$502K +7,695 New
FGWP
2273
Founders Grove Wealth Partners
Virginia
$479K +$502K +7,690 New
OL
2274
Optas LLC
Texas
$478K -$15.3K -234 -3%
MSCM
2275
McElhenny Sheffield Capital Management
Texas
$478K +$2.87K +44 +0.6%
89 90
91
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