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Name Holding Trade Value Shares
Change 		Change in
Stake
PAWA
3026
Palo Alto Wealth Advisors
California
$8.3M +$118K +232 +1%
JCM
3027
Jacobsen Capital Management
Utah
$8.28M +$131K +257 +2%
GFPC
3028
Global Financial Private Client
Florida
$8.28M +$215K +422 +3%
MSWM
3029
McGlone Suttner Wealth Management
Wisconsin
$8.28M -$4.59K -9 -0.1%
HFM
3030
Hartford Funds Management
Pennsylvania
$8.27M -$234K -458 -3%
EPW
3031
Evergreen Private Wealth
Colorado
$8.27M -$244K -479 -3%
NG
3032
Novem Group
New York
$8.26M -$18.9K -37 -0.2%
FW
3033
FullCircle Wealth
Texas
$8.25M +$46.9K +92 +0.6%
SC
3034
Stolper & Co
Oklahoma
$8.24M -$27K -53 -0.3%
PCM
3035
Prelude Capital Management
New York
$8.23M +$576K +1,129 +8%
LAM
3036
Lummis Asset Management
Texas
$8.22M -$8.93M -17,505 -52%
PC
3037
Payne Capital
Oregon
$8.22M +$8.1M +15,876 New
CA
3038
Capital Advantage
California
$8.22M +$18.9K +37 +0.2%
WR
3039
WD Rutherford
Oregon
$8.21M -$2.04K -4 -0%
SI
3040
Seeds Investor
New York
$8.21M -$130K -255 -2%
FA
3041
Financial Avengers
California
$8.21M -$180K -352 -2%
MCP
3042
Martin Capital Partners
Oregon
$8.2M -$95.9K -188 -1%
EWM
3043
EPG Wealth Management
Georgia
$8.2M +$29.1K +57 +0.4%
CWP
3044
Curated Wealth Partners
California
$8.19M -$277K -543 -3%
CAC
3045
Certified Advisory Corp
Florida
$8.19M +$780K +1,529 +11%
IWS
3046
Insight Wealth Strategies
California
$8.17M +$28.6K +56 +0.4%
EWA
3047
Exit Wealth Advisors
Georgia
$8.17M +$8.04M +15,770 New
PVM
3048
Palogic Value Management
Texas
$8.17M -$459K -900 -5%
JF
3049
JSF Financial
California
$8.16M +$66.8K +131 +0.8%
MCA
3050
MSH Capital Advisors
Arizona
$8.16M +$14.8K +29 +0.2%
120 121
122
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