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Name Holding Trade Value Shares
Change 		Change in
Stake
FP
2476
Financial Perspectives
Minnesota
$645K +$6.08K +11 +1%
FWP
2477
Firethorn Wealth Partners
Georgia
$645K -$79.6K -144 -11%
FWP
2478
FAS Wealth Partners
Kansas
$645K +$70.8K +128 +13%
GCM
2479
Generation Capital Management
New York
$645K +$39.3K +71 +7%
PMSA
2480
Patrick M. Sweeney & Associates
Illinois
$642K -$7.74K -14 -1%
DA
2481
Drake & Associates
Wisconsin
$641K +$114K +206 +22%
C
2482
Covestor
United Kingdom
$641K -$55.9K -101 -8%
CIS
2483
Custom Index Systems
New York
$641K +$1.11K +2 +0.2%
WHC
2484
Wulff, Hansen & Co
California
$641K +$16.6K +30 +3%
MF
2485
Manchester Financial
California
$640K – – –
PA
2486
Pineridge Advisors
Missouri
$640K +$443K +801 +238%
BCG
2487
Breakwater Capital Group
New Jersey
$639K -$2.21K -4 -0.4%
QFW
2488
QTR Family Wealth
Florida
$638K +$189K +342 +43%
UB
2489
Umpqua Bank
Oregon
$638K +$113K +204 +22%
SAM
2490
Strive Asset Management
Ohio
$638K -$326K -590 -34%
FCB
2491
First County Bank
Connecticut
$638K -$99K -179 -14%
FHB
2492
First Hawaiian Bank
Hawaii
$637K – – –
LBC
2493
Lowe Brockenbrough & Co
Virginia
$637K +$26.5K +48 +4%
AI
2494
Arvest Investments
Arkansas
$637K -$2.21K -4 -0.4%
UAG
2495
United Advisor Group
Ohio
$637K +$239K +433 +62%
CWS
2496
Cypress Wealth Services
California
$636K -$42K -76 -6%
HCM
2497
Hodges Capital Management
Texas
$635K – – –
HCM
2498
Horiko Capital Management
New York
$635K – – –
FM
2499
Family Management
New York
$633K +$108K +196 +21%
RIP
2500
RAM Investment Partners
Washington
$633K +$52K +94 +9%
98 99
100
101 102