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Name Holding Trade Value Shares
Change 		Change in
Stake
SCI
951
Stableford Capital II
Arizona
$849K +$811K +2,221 New
DCM
952
Donaldson Capital Management
Indiana
$844K -$142K -390 -15%
SB
953
Strategic Blueprint
Georgia
$841K +$21.2K +58 +3%
DTC
954
Davidson Trust Company
Washington
$832K -$27.8K -76 -3%
LWM
955
Laidlaw Wealth Management
New York
$830K -$43.5K -119 -5%
ATPW
956
Ashton Thomas Private Wealth
Arizona
$827K +$520K +1,424 +191%
DA
957
Dover Advisors
Virginia
$824K -$16.1K -44 -2%
AWA
958
Aaron Wealth Advisors
Illinois
$819K +$29.2K +80 +4%
CFG
959
Carr Financial Group
Massachusetts
$819K -$38K -104 -5%
PP
960
PDS Planning
Ohio
$817K +$183K +500 +30%
PCM
961
Pointe Capital Management
Michigan
$816K -$38K -104 -5%
CCG
962
Cypress Capital Group
Florida
$811K +$163K +447 +27%
OL
963
Optas LLC
Texas
$811K +$4.02K +11 +0.5%
TCWM
964
Total Clarity Wealth Management
Illinois
$809K -$4.38K -12 -0.6%
CIC
965
Carnegie Investment Counsel
Ohio
$808K -$15.3K -42 -2%
EWA
966
EverSource Wealth Advisors
Alabama
$806K -$730 -2 -0.1%
CA
967
Continuum Advisory
Idaho
$804K +$27.8K +76 +4%
LC
968
Lindbrook Capital
California
$803K -$198K -541 -20%
BAM
969
Belpointe Asset Management
Nevada
$798K -$269K -737 -26%
CC
970
Chicago Capital
Illinois
$793K – – –
TIA
971
Trust Investment Advisors
Indiana
$789K +$38.7K +106 +5%
HCA
972
Harbour Capital Advisors
Virginia
$786K – – –
MFS
973
Mirabella Financial Services
United Kingdom
$786K +$753K +2,063 New
DAC
974
Dividend Assets Capital
South Carolina
$781K -$1.1K -3 -0.1%
ECM
975
Exchange Capital Management
Michigan
$779K -$11.7K -32 -2%
37 38
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