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Name Holding Trade Value Shares
Change 		Change in
Stake
FWA
4051
FOCUS Wealth Advisors
Texas
$3.36M -$16.1K -37 -0.5%
KGC
4052
Kennon-Green & Company
Ohio
$3.35M +$16.1K +37 +0.5%
CSA
4053
Cornerstone Select Advisors
Missouri
$3.35M -$110K -254 -4%
BCM
4054
Boreal Capital Management
Florida
$3.35M +$2.92M +6,734 New
RI
4055
Rinkey Investments
California
$3.35M +$381K +878 +15%
HGWM
4056
Horst & Graben Wealth Management
Oregon
$3.35M +$72.1K +166 +3%
QP
4057
Quartz Partners
New York
$3.35M +$320K +737 +12%
KFO
4058
Kopp Family Office
Minnesota
$3.34M +$31.3K +72 +1%
PA
4059
Parkside Advisors
California
$3.34M -$16.1K -37 -0.5%
PWA
4060
Primoris Wealth Advisors
Florida
$3.34M +$82.9K +191 +3%
NL
4061
Navalign LLC
California
$3.34M -$43.4K -100 -1%
PFA
4062
Professional Financial Advisors
Nebraska
$3.34M +$22.6K +52 +0.8%
RLH
4063
RD Lewis Holdings
Florida
$3.33M +$31.3K +72 +1%
OCPWS
4064
One Charles Private Wealth Services
Massachusetts
$3.33M +$112K +258 +4%
PWS
4065
Precision Wealth Strategies
Missouri
$3.33M -$242K -558 -8%
CA
4066
CWC Advisors
Oregon
$3.32M +$87.3K +201 +3%
FSC
4067
Full Sail Capital
Oklahoma
$3.32M -$236K -544 -8%
CGH
4068
CMG Global Holdings
Texas
$3.32M +$356K +820 +14%
SRSA
4069
S.R. Schill & Associates
Washington
$3.32M -$9.99K -23 -0.3%
CFG
4070
Carter Financial Group
Illinois
$3.32M +$2.9M +6,677 New
BFAG
4071
Blackston Financial Advisory Group
Florida
$3.32M +$186K +429 +7%
CA
4072
Cortland Associates
Missouri
$3.31M +$38.6K +89 +1%
SWG
4073
Summit Wealth Group
Vermont
$3.31M +$73.4K +169 +3%
SIM
4074
SSI Investment Management
California
$3.3M -$2.14M -4,922 -43%
W
4075
WealthCollab
Washington
$3.3M +$96K +221 +3%
161 162
163
164 165