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Name Holding Trade Value Shares
Change 		Change in
Stake
FA
2676
Fiduciary Alliance
South Carolina
$495K +$59.4K +197 +14%
RWI
2677
Red Wave Investments
Pennsylvania
$493K -$301 -1 -0.1%
QC
2678
QCM Cayman
Texas
$493K +$494K +1,641 New
TWM
2679
Trevian Wealth Management
Massachusetts
$492K +$4.22K +14 +0.9%
VC
2680
Veery Capital
Delaware
$491K +$6.33K +21 +1%
TSW
2681
Three Seasons Wealth
Utah
$490K +$492K +1,633 New
MCA
2682
MSH Capital Advisors
Arizona
$490K -$111K -367 -18%
GCIM
2683
Gunn & Company Investment Management
Florida
$488K +$490K +1,626 New
RWP
2684
Ridgecrest Wealth Partners
California
$488K +$15.4K +51 +3%
PWM
2685
PRW Wealth Management
Massachusetts
$486K +$258K +855 +114%
WFAG
2686
Worth Financial Advisory Group
North Carolina
$486K +$6.03K +20 +1%
MS
2687
Maven Securities
Jersey
$484K +$486K +1,613 New
KDA
2688
Kraft Davis & Associates
Missouri
$484K – – –
IIM
2689
InTrack Investment Management
Vermont
$483K -$353K -1,173 -42%
RIM
2690
Rockbridge Investment Management
New York
$483K -$35.3K -117 -7%
NCM
2691
New Capital Management
Texas
$483K +$484K +1,608 New
LA
2692
Lynch & Associates
Indiana
$482K +$45.5K +151 +10%
VAFP
2693
Vahanian & Associates Financial Planning
New York
$482K +$78.3K +260 +19%
UFF
2694
USA Financial Formulas
Michigan
$482K +$483K +1,604 +160,400%
APA
2695
Astoria Portfolio Advisors
New York
$482K +$9.64K +32 +2%
BPFA
2696
Barnes Pettey Financial Advisors
Mississippi
$482K -$243K -805 -33%
PA
2697
PFW Advisors
Georgia
$481K – – –
GCIA
2698
Gabelli & Co Investment Advisers
New York
$480K -$4.52K -15 -0.9%
ACM
2699
Aljian Capital Management
Nevada
$480K – – –
SWM
2700
Seed Wealth Management
Illinois
$480K – – –
106 107
108
109 110