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Name Holding Trade Value Shares
Change 		Change in
Stake
DLCIG
1601
D.L. Carlson Investment Group
New Hampshire
$9.06M -$180K -270 -2%
AWM
1602
Aviso Wealth Management
Washington
$9.06M +$66.1K +99 +0.7%
BBES
1603
Buffalo Business & Estate Services
New York
$9.05M +$9.16M +13,717 New
TPA
1604
Trivium Point Advisory
Connecticut
$9.05M +$126K +189 +1%
CCM
1605
Cadian Capital Management
New York
$9.04M +$9.15M +13,700 New
LSWM
1606
Lorne Steinberg Wealth Management
Canada
$9.04M +$14.7K +22 +0.2%
CCA
1607
Childress Capital Advisors
Texas
$9.04M +$554K +829 +6%
YIA
1608
YHB Investment Advisors
Connecticut
$9.04M -$3.34K -5 -0%
1C
1609
111 Capital
France
$9.01M +$1.5M +2,253 +20%
SFG
1610
SageGuard Financial Group
Tennessee
$9.01M +$9.11M +13,643 New
CPA
1611
Capital Planning Advisors
California
$9M +$288K +431 +3%
KC
1612
Katamaran Capital
United Kingdom
$9M +$2.13M +3,197 +31%
AWM
1613
Accurate Wealth Management
Florida
$8.99M +$294K +440 +3%
GC
1614
GFG Capital
Florida
$8.99M +$351K +525 +4%
PFGIA
1615
Patriot Financial Group Insurance Agency
Massachusetts
$8.96M +$907K +1,358 +11%
RWB
1616
RMR Wealth Builders
New Jersey
$8.9M +$439K +657 +5%
HWP
1617
Highline Wealth Partners
California
$8.9M +$28.7K +43 +0.3%
HBT
1618
Hills Bank & Trust
Iowa
$8.89M -$16K -24 -0.2%
IAS
1619
IMA Advisory Services
Colorado
$8.88M +$226K +338 +3%
MFS
1620
Mattson Financial Services
Michigan
$8.86M +$547K +819 +6%
CPC
1621
Consolidated Planning Corp
Georgia
$8.86M -$49.4K -74 -0.5%
RCM
1622
RNC Capital Management
California
$8.86M +$2.18M +3,259 +32%
CPC
1623
Congress Park Capital
New York
$8.84M -$274K -410 -3%
BZWA
1624
Blue Zone Wealth Advisors
California
$8.82M -$28K -42 -0.3%
CGL
1625
Clarius Group LLC
Washington
$8.82M +$526K +788 +6%
63 64
65
66 67