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Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
2776
Morton Capital Management
California
$940K -$17.4K -39 -2%
CA
2777
Claris Advisors
Missouri
$938K +$892 +2 +0.1%
AFA
2778
AA Financial Advisors
Ohio
$937K +$861K +1,930 New
BEW
2779
Burton Enright Welch
California
$937K -$25K -56 -3%
SWM
2780
Silverlake Wealth Management
Vermont
$936K -$444K -996 -34%
FC
2781
Fusion Capital
South Carolina
$933K -$51.7K -116 -6%
FCG
2782
Fielder Capital Group
Tennessee
$932K +$2.23K +5 +0.3%
HR
2783
Hardy Reed
Mississippi
$931K -$91.4K -205 -10%
PS
2784
Planned Solutions
California
$930K +$4.46K +10 +0.5%
MCM
2785
MV Capital Management
Maryland
$929K – – –
KC
2786
Kingfisher Capital
North Carolina
$929K +$116K +259 +16%
IA
2787
IFG Advisors
Missouri
$929K +$11.2K +25 +1%
PA
2788
Parkside Advisors
California
$927K – – –
M1FG
2789
Mach-1 Financial Group
Arkansas
$926K -$521K -1,169 -38%
YAVAPFMC
2790
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$923K +$848K +1,900 New
BCM
2791
Bluefin Capital Management
New York
$923K +$848K +1,900 New
DIP
2792
DT Investment Partners
Pennsylvania
$920K – – –
FSA
2793
Financial Security Advisor
Virginia
$919K +$38.4K +86 +5%
IA
2794
IAM Advisory
Pennsylvania
$919K +$15.6K +35 +2%
MCM
2795
McRae Capital Management
New Jersey
$919K – – –
HWM
2796
Howard Wealth Management
Connecticut
$917K +$14.3K +32 +2%
CWG
2797
Crown Wealth Group
North Carolina
$916K +$98.6K +221 +13%
OHWP
2798
Oak Harbor Wealth Partners
North Carolina
$912K -$41K -92 -5%
HC
2799
Hamilton Capital
Ohio
$912K +$190K +427 +29%
PWM
2800
Prosperity Wealth Management
California
$910K +$529K +1,185 +172%
110 111
112
113 114