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Name Holding Trade Value Shares
Change 		Change in
Stake
SSW
3076
Smith Shellnut Wilson
Mississippi
$1.58M – – –
SWGC
3077
Summit Wealth Group (Colorado)
Colorado
$1.58M +$1.32M +2,136 New
EFG
3078
Embree Financial Group
Illinois
$1.58M -$32.1K -52 -2%
AWA
3079
Aletheian Wealth Advisors
Washington
$1.58M -$30.9K -50 -2%
JBA
3080
Johnson Bixby & Associates
Washington
$1.57M -$171K -277 -12%
OW
3081
Olistico Wealth
Oklahoma
$1.57M +$119K +193 +10%
DIP
3082
DT Investment Partners
Pennsylvania
$1.57M -$10.5K -17 -0.8%
MCM
3083
Mengis Capital Management
Oregon
$1.56M +$4.33K +7 +0.3%
OF
3084
Optimize Financial
California
$1.56M -$8.65K -14 -0.7%
CCA
3085
Coign Capital Advisors
Utah
$1.56M +$61.8K +100 +5%
GFA
3086
Gallagher Fiduciary Advisors
Illinois
$1.56M -$38.3K -62 -3%
RIM
3087
RW Investment Management
Idaho
$1.56M +$43.3K +70 +3%
AWMT
3088
AAFMAA Wealth Management & Trust
North Carolina
$1.56M -$51.3K -83 -4%
AWM
3089
Austin Wealth Management
Texas
$1.56M +$34.6K +56 +3%
USWIA
3090
UP Strategic Wealth Investment Advisors
Pennsylvania
$1.55M +$227K +367 +21%
EWA
3091
Encompass Wealth Advisors
Oregon
$1.55M +$6.8K +11 +0.5%
MCM
3092
McRae Capital Management
New Jersey
$1.55M +$71.1K +115 +6%
BA
3093
Bluesphere Advisors
Pennsylvania
$1.55M +$68K +110 +6%
OC
3094
Oakworth Capital
Alabama
$1.54M +$577K +933 +81%
MMCM
3095
Murphy & Mullick Capital Management
New York
$1.54M +$204K +330 +20%
TWPM
3096
Total Wealth Planning & Management
Florida
$1.54M – – –
GCM
3097
GKV Capital Management
California
$1.54M -$241K -390 -16%
BMO
3098
Beck Mack & Oliver
New York
$1.54M -$11.7K -19 -0.9%
BFPW
3099
BOK Financial Private Wealth
Colorado
$1.54M +$295K +478 +30%
MI
3100
Motiv8 Investments
Florida
$1.54M +$132K +214 +11%
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