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Name Holding Trade Value Shares
Change 		Change in
Stake
TBC
4201
Ted Buchan & Co
California
$2.53M -$511K -1,263 -16%
WWMP
4202
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$2.53M -$275K -679 -9%
KA
4203
KDT Advisors
New York
$2.52M +$86.2K +213 +3%
PFM
4204
Phillips Financial Management
Indiana
$2.52M -$456K -1,126 -14%
FMP
4205
Financial Management Professionals
Texas
$2.52M +$135K +333 +5%
FA
4206
FF Advisors
California
$2.51M -$66.4K -164 -2%
KGC
4207
Kennon-Green & Company
Ohio
$2.51M +$5.66K +14 +0.2%
OCPWS
4208
One Charles Private Wealth Services
Massachusetts
$2.5M +$125K +308 +5%
W
4209
WealthCollab
Washington
$2.5M +$133K +329 +5%
PSCM
4210
Per Stirling Capital Management
Texas
$2.49M +$127K +313 +5%
LCGC
4211
Legacy Capital Group California
California
$2.49M -$55.8K -138 -2%
SCM
4212
Stordahl Capital Management
Colorado
$2.49M +$1.17M +2,891 +76%
BFS
4213
Burkett Financial Services
South Carolina
$2.49M +$6.47K +16 +0.2%
SRSA
4214
S.R. Schill & Associates
Washington
$2.49M -$51K -126 -2%
VWS
4215
Virtus Wealth Solutions
New Jersey
$2.48M -$349K -863 -11%
BWM
4216
BCS Wealth Management
Tennessee
$2.48M +$80.5K +199 +3%
SIM
4217
SSI Investment Management
California
$2.48M – – –
EWP
4218
Elevation Wealth Partners
California
$2.48M +$111K +275 +4%
EPG
4219
Estate Planners Group
Pennsylvania
$2.48M -$1.31M -3,237 -33%
TIM
4220
Triad Investment Management
California
$2.47M +$2.22M +5,496 +483%
WF
4221
WinCap Financial
Massachusetts
$2.47M -$191K -472 -7%
CWA
4222
Cura Wealth Advisors
Illinois
$2.47M +$235K +580 +10%
MIM
4223
Macroview Investment Management
Maryland
$2.47M -$40.5K -100 -1%
KW
4224
Keyvantage Wealth
Pennsylvania
$2.47M -$354K -876 -12%
TCM
4225
Tributary Capital Management
Nebraska
$2.47M +$82.1K +203 +3%
167 168
169
170 171