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Name Holding Trade Value Shares
Change 		Change in
Stake
CTA
2626
Colonial Trust Advisors
South Carolina
$581K – – –
CMAI
2627
Capital Management Associates Inc
Minnesota
$581K – – –
IMC
2628
Investment Management Corporation
Virginia
$580K +$5.03K +9 +0.9%
CCP
2629
Cane Capital Partners
Louisiana
$579K +$567K +1,014 New
HCA
2630
Hardworking Capital Advisors
California
$578K +$566K +1,012 New
DW
2631
Durante & Waters
New York
$578K – – –
FA
2632
Fiducient Advisors
Illinois
$578K +$309K +552 +120%
WCP
2633
Wick Capital Partners
Pennsylvania
$578K +$309K +553 +120%
PWM
2634
Paulson Wealth Management
Illinois
$576K -$8.94K -16 -2%
WPWM
2635
Western Pacific Wealth Management
Illinois
$576K – – –
DWS
2636
Discipline Wealth Solutions
South Carolina
$574K +$6.71K +12 +1%
BHB
2637
Bank Hapoalim BM
Israel
$574K -$2.79K -5 -0.5%
CPW
2638
Catalyst Private Wealth
California
$573K +$19K +34 +4%
MWA
2639
Motive Wealth Advisors
Michigan
$573K -$1.12K -2 -0.2%
LCM
2640
Lattice Capital Management
Washington
$571K – – –
EAMH
2641
Eurizon Asset Management Hungary
$571K +$559K +1,000 New
CRA
2642
Clear Retirement Advice
California
$570K +$575K +1,029 New
CCA
2643
Conestoga Capital Advisors
Pennsylvania
$568K -$33.5K -60 -6%
CWD
2644
Clarity Wealth Development
Oregon
$567K +$4.47K +8 +0.8%
SA
2645
Stewardship Advisors
Pennsylvania
$566K +$21.2K +38 +4%
SRC
2646
Sage Rhino Capital
California
$566K -$27.4K -49 -5%
FWA
2647
Flagship Wealth Advisors
Massachusetts
$566K – – –
KWM
2648
KFG Wealth Management
Indiana
$566K -$55.3K -99 -9%
OIA
2649
Oakmont Investment Advisors
Pennsylvania
$565K +$553K +989 New
MAC
2650
Mason & Associates (California)
California
$564K +$113K +202 +26%
104 105
106
107 108