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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1951
Copia Wealth Management
Oregon
$8.37K +$9.11K +20 New
CI
1952
Clal Insurance
Israel
$8K +$9.11K +20 New
LAM
1953
Lummis Asset Management
Texas
$7.96K – – –
BA
1954
Bellwether Advisors
Nebraska
$7.96K +$8.66K +19 New
HCA
1955
Heck Capital Advisors
Wisconsin
$7.96K +$8.66K +19 New
TWD
1956
True Wealth Design
Ohio
$7.7K +$2.28K +5 +38%
DF
1957
DecisionPoint Financial
Arizona
$7.12K – – –
TFA
1958
Toth Financial Advisory
Virginia
$7.12K +$7.75K +17 New
HWM
1959
HighMark Wealth Management
Minnesota
$7.12K – – –
WWP
1960
WR Wealth Planners
Missouri
$7.12K +$1.37K +3 +21%
FMTCOCP
1961
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$7K – – –
PCWA
1962
Pacific Capital Wealth Advisors
California
$6.7K -$36.5K -80 -83%
PA
1963
Pineridge Advisors
Missouri
$6.33K – – –
BHWM
1964
Beaird Harris Wealth Management
Texas
$6.28K -$45.6K -100 -87%
IRC
1965
Investors Research Corp
Georgia
$6.28K – – –
T
1966
Tidemark
California
$6.28K +$6.84K +15 New
DWA
1967
Delos Wealth Advisors
Texas
$5.86K +$6.38K +14 New
PCTC
1968
Perkins Coie Trust Company
Washington
$5.86K -$5.01K -11 -44%
NWWA
1969
New Wave Wealth Advisors
Arkansas
$5.86K +$6.38K +14 New
NWMP
1970
Noble Wealth Management PBC
Colorado
$5.44K +$5.92K +13 New
Q1WB
1971
Quest 10 Wealth Builders
Virginia
$5.44K +$5.92K +13 New
WCM
1972
WealthTrak Capital Management
Virginia
$5.03K +$5.47K +12 New
DMIC
1973
Dixon Mitchell Investment Counsel
British Columbia, Canada
$5.02K +$5.47K +12 New
PS
1974
PayPay Securities
Japan
$5.02K +$5.47K +12 New
HFS
1975
HBC Financial Services
Washington
$5K – – –
77 78
79
80 81