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Name Holding Trade Value Shares
Change 		Change in
Stake
PFWA
2651
Paces Ferry Wealth Advisors
Georgia
$486K -$3.27K -6 -0.7%
EC
2652
EdgeRock Capital
Colorado
$485K -$114K -209 -19%
FBFS
2653
First Business Financial Services
Wisconsin
$485K – – –
HI
2654
Hudock Inc
Pennsylvania
$485K +$4.36K +8 +0.9%
BMC
2655
Benin Management Corp
Connecticut
$484K +$40.3K +74 +9%
PW
2656
PUREfi Wealth
Massachusetts
$483K +$18K +33 +4%
IF
2657
Intrua Financial
Texas
$482K -$52.8K -97 -10%
PFM
2658
Phillips Financial Management
Indiana
$481K +$41.4K +76 +9%
KW
2659
Keyvantage Wealth
Pennsylvania
$481K +$50.1K +92 +12%
SFWA
2660
Summit Financial Wealth Advisors
Louisiana
$480K +$2.18K +4 +0.5%
AW
2661
Alteri Wealth
California
$480K -$14.2K -26 -3%
AWA
2662
AGH Wealth Advisors
Kansas
$480K -$64.2K -118 -12%
CWMK
2663
Caliber Wealth Management (Kansas)
Kansas
$478K +$475K +872 New
FA
2664
Fortis Advisors
Pennsylvania
$477K +$40.8K +75 +9%
VCM
2665
Vivaldi Capital Management
Illinois
$477K -$20.7K -38 -4%
TC
2666
Trilogy Capital
California
$476K +$1.09K +2 +0.2%
MWP
2667
Meriwether Wealth & Planning
Louisiana
$476K +$544 +1 +0.1%
PCS
2668
Private Client Services
Kentucky
$475K +$19.1K +35 +4%
QL
2669
Quarry LP
New York
$474K +$470K +864 New
HCA
2670
Heck Capital Advisors
Wisconsin
$471K -$554K -1,018 -54%
VCM
2671
Vision Capital Management
Oregon
$471K – – –
ACM
2672
Avalon Capital Management
California
$470K -$5.44K -10 -1%
NSB
2673
Norway Savings Bank
Maine
$468K -$27.2K -50 -6%
FC
2674
Financial Council
Maryland
$465K – – –
BFS
2675
Burr Financial Services
California
$465K -$621K -1,141 -57%
105 106
107
108 109