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Name Holding Trade Value Shares
Change 		Change in
Stake
SW
3626
SMART Wealth
Nebraska
$302K +$277K +622 New
AFS
3627
Access Financial Services
Minnesota
$300K +$276K +618 New
CSIA
3628
Charles Schwab Investment Advisory
California
$299K +$275K +616 New
QC
3629
QCM Cayman
Texas
$299K -$29.4K -66 -10%
PFA
3630
Plotkin Financial Advisors
Maryland
$299K +$3.12K +7 +1%
HIGP
3631
Hill Investment Group Partners
Missouri
$299K +$6.69K +15 +3%
AA
3632
AlphaQ Advisors
Florida
$298K +$20.1K +45 +8%
CF
3633
Cantor Fitzgerald
New York
$298K -$3.72M -8,331 -93%
VFP
3634
Verus Financial Partners
Virginia
$297K – – –
LODC
3635
Lanham O'Dell & Company
West Virginia
$297K +$273K +612 New
RPCA
3636
Running Point Capital Advisors
California
$297K -$1.08M -2,424 -80%
BAG
3637
Bridgewealth Advisory Group
California
$297K – – –
LSA
3638
Lansing Street Advisors
Pennsylvania
$296K -$29.9K -67 -10%
CC
3639
Cypress Capital
Tennessee
$296K +$4.46K +10 +2%
WMA
3640
Wealth Management Associates
New Jersey
$296K +$262K +587 New
TBNY
3641
Trustco Bank (New York)
New York
$296K -$4.46K -10 -2%
MLA
3642
MB, Levis & Associates
Pennsylvania
$295K – – –
T
3643
Tidemark
California
$294K +$67.4K +151 +33%
CP
3644
Castleview Partners
Texas
$294K -$15.6K -35 -5%
NWM
3645
Northcape Wealth Management
New York
$294K -$223K -500 -45%
MSF
3646
Mustard Seed Financial
Arkansas
$294K – – –
PFM
3647
Peak Financial Management
Massachusetts
$293K -$44.6K -100 -14%
MCIA
3648
Mountain Capital Investment Advisors
Colorado
$293K +$252K +566 New
BDFN
3649
Bond & Devick Financial Network
Minnesota
$291K – – –
DWG
3650
Darden Wealth Group
Michigan
$291K +$268K +600 New
144 145
146
147 148