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Name Holding Trade Value Shares
Change 		Change in
Stake
MA
2626
MCF Advisors
Kentucky
$530K -$6.08K -11 -1%
KCM
2627
Kanawha Capital Management
Virginia
$529K – – –
SIC
2628
SFE Investment Counsel
California
$528K -$8.85K -16 -2%
LAS
2629
LWM Advisory Services
Florida
$527K -$55.3K -100 -10%
VR
2630
Valued Retirements
Texas
$526K – – –
PPW
2631
Parcion Private Wealth
Washington
$524K +$12.2K +22 +2%
CIP
2632
Convergence Investment Partners
Florida
$523K -$35.9K -65 -7%
FAN
2633
Financial Advisors Network
California
$523K +$9.4K +17 +2%
SCA
2634
Sandy Cove Advisors
Massachusetts
$522K +$85.7K +155 +20%
QL
2635
Quarry LP
New York
$519K +$33.2K +60 +7%
RIA
2636
Realta Investment Advisors
Delaware
$516K -$14.4K -26 -3%
RW
2637
RVW Wealth
California
$516K +$2.21K +4 +0.4%
PA
2638
Promethium Advisors
Maryland
$513K – – –
RPCONE
2639
Retirement Planning Company of New England
Rhode Island
$512K +$2.77K +5 +0.6%
NL
2640
Navalign LLC
California
$511K -$129K -234 -20%
MPW
2641
Magnolia Private Wealth
Pennsylvania
$511K +$12.2K +22 +2%
PFWA
2642
Paces Ferry Wealth Advisors
Georgia
$511K +$12.2K +22 +2%
PCS
2643
Private Client Services
Kentucky
$510K +$22.7K +41 +5%
HI
2644
Hudock Inc
Pennsylvania
$509K +$11.6K +21 +2%
EC
2645
EdgeRock Capital
Colorado
$507K +$13.8K +25 +3%
IIM
2646
Illumine Investment Management
Washington
$507K – – –
DAL
2647
Delta Accumulation LLC
California
$506K +$553 +1 +0.1%
OCM
2648
Ovata Capital Management
Hong Kong
$506K – – –
PCM
2649
PAR Capital Management
Massachusetts
$506K +$221K +400 +80%
HOWA
2650
Heritage Oak Wealth Advisors
Florida
$505K +$2.21K +4 +0.4%
104 105
106
107 108