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Name Holding Trade Value Shares
Change 		Change in
Stake
GP
2776
Greenline Partners
New York
$7.25M +$685K +1,680 +10%
MAA
2777
Mraz Amerine & Associates
California
$7.24M +$135K +330 +2%
ECA
2778
Elevated Capital Advisors
Utah
$7.24M -$177K -435 -2%
AFC
2779
AFT Forsyth & Company
Florida
$7.22M -$24.5K -60 -0.3%
ETCM
2780
Evolutionary Tree Capital Management
Virginia
$7.2M +$820K +2,012 +12%
TTIC
2781
Tower Trust & Investment Company
Iowa
$7.19M +$7.42M +18,197 New
CH
2782
Cromwell Holdings
Wyoming
$7.18M -$140K -344 -2%
BSI
2783
Bennett Selby Investments
Maine
$7.18M +$112K +274 +1%
SWM
2784
Scissortail Wealth Management
Oklahoma
$7.18M +$543K +1,332 +7%
PAWA
2785
Palo Alto Wealth Advisors
California
$7.17M +$49.7K +122 +0.8%
LM
2786
Lincluden Management
Ontario, Canada
$7.17M -$183K -448 -2%
PFG
2787
Prosperity Financial Group
California
$7.16M -$184K -451 -2%
CCM
2788
Cox Capital Management
Massachusetts
$7.16M +$1.14M +2,798 +17%
YWM
2789
Yukon Wealth Management
Kansas
$7.16M +$7.77M +19,070 New
SWM
2790
Sculati Wealth Management
Michigan
$7.15M -$181K -445 -2%
CFA
2791
CWS Financial Advisors
Michigan
$7.15M +$621K +1,524 +9%
HA
2792
Helium Advisors
Washington
$7.15M +$4.58M +11,232 +144%
RFMS
2793
RWQ Financial Management Services
Florida
$7.14M -$10.8M -26,376 -58%
GAA
2794
Global Assets Advisory
Florida
$7.14M +$5.68M +13,937 +275%
LWM
2795
Liberty Wealth Management
California
$7.12M +$14.3K +35 +0.2%
GBWM
2796
Granite Bay Wealth Management
New Hampshire
$7.11M +$616K +1,510 +9%
PBK
2797
Peoples Bank (Kansas)
Kansas
$7.11M -$11K -27 -0.1%
AIM
2798
Aurora Investment Managers
Florida
$7.11M -$184K -451 -2%
NG
2799
NWK Group
California
$7.09M -$36.7K -90 -0.5%
RPSA
2800
Richard P. Slaughter Associates
Texas
$7.09M +$7.27M +17,833 +1,686%
110 111
112
113 114