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Name Holding Trade Value Shares
Change 		Change in
Stake
AA
3101
AJ Advisors
Tennessee
$263K -$86.8K -288 -25%
BRA
3102
Biechele Royce Advisors
Indiana
$263K – – –
TCM
3103
Tanaka Capital Management
New York
$262K – – –
PPW
3104
Presilium Private Wealth
Pennsylvania
$262K – – –
WA
3105
Wealthstar Advisors
Texas
$261K – – –
CWP
3106
Core Wealth Partners
California
$261K +$33.7K +112 +15%
OGF
3107
Orin Green Financial
California
$259K – – –
HFS
3108
Howard Financial Services
Texas
$259K -$46.4K -154 -15%
MG
3109
Meritage Group
California
$259K +$260K +863 New
SW
3110
StrongBox Wealth
Missouri
$257K +$258K +857 New
MC
3111
Machina Capital
France
$257K +$258K +856 New
PFM
3112
Peak Financial Management
Massachusetts
$257K +$3.01K +10 +1%
AMM
3113
American Money Management
California
$256K +$4.52K +15 +2%
NFC
3114
Northeast Financial Consultants
Connecticut
$256K – – –
IIA
3115
ICW Investment Advisors
Arizona
$256K +$1.21K +4 +0.5%
MFG
3116
Monte Financial Group
Connecticut
$256K +$20.8K +69 +9%
WP
3117
WealthSpring Partners
California
$255K – – –
AW
3118
Avion Wealth
Texas
$255K +$38.6K +128 +18%
CGA
3119
Crescent Grove Advisors
Illinois
$255K +$27.1K +90 +12%
GB
3120
Goepper Burkhardt
South Carolina
$254K -$2.3M -7,623 -90%
PWP
3121
Phillips Wealth Planners
Mississippi
$254K +$245K +812 New
JF
3122
JSF Financial
California
$254K -$12.4K -41 -5%
SWM
3123
SFG Wealth Management
Maryland
$253K +$301 +1 +0.1%
MBTD
3124
Mechanics Bank - Trust Department
California
$252K – – –
BWA
3125
Beam Wealth Advisors
Louisiana
$252K +$6.33K +21 +3%
123 124
125
126 127