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Name Holding Trade Value Shares
Change 		Change in
Stake
CCP
4826
Carmel Capital Partners
California
$769K -$126K -299 -15%
DWMS
4827
Dominguez Wealth Management Solutions
Virginia
$768K – – –
GCWM
4828
Graham Capital Wealth Management
District of Columbia
$765K -$355K -841 -33%
WAM
4829
Weinberger Asset Management
California
$764K +$124K +294 +21%
FFG
4830
Foundry Financial Group
New Hampshire
$763K +$9.29K +22 +1%
PP
4831
PFS Partners
New Jersey
$763K -$2.96K -7 -0.4%
AFA
4832
Atlas Financial Advisors
California
$762K -$53.6K -127 -7%
NRA
4833
NSI Retail Advisors
Pennsylvania
$761K – – –
KIM
4834
Karpus Investment Management
New York
$760K – – –
AFG
4835
Arkansas Financial Group
Arkansas
$759K -$8.87K -21 -1%
KA
4836
Kure Advisory
Minnesota
$756K +$78.1K +185 +12%
VWA
4837
Valued Wealth Advisors
Utah
$754K +$85.7K +203 +14%
CF
4838
Cyr Financial
Illinois
$754K +$712K +1,686 New
PSB
4839
Passumpsic Savings Bank
Vermont
$749K -$546K -1,294 -44%
FI
4840
FIDELIS iM
Oregon
$749K +$1.27K +3 +0.2%
GFWA
4841
Grey Fox Wealth Advisors
Delaware
$748K +$67.1K +159 +11%
RA
4842
Resolute Advisors
California
$747K – – –
WFA
4843
West Financial Advisors
Iowa
$742K -$7.18K -17 -1%
TH
4844
Team Hewins
California
$739K +$699K +1,654 New
MB
4845
Mizuho Bank
Japan
$737K +$697K +1,650 New
ASFA
4846
All Season Financial Advisors
Colorado
$735K -$140K -331 -17%
MAM
4847
McCarthy Asset Management
California
$734K – – –
CFP
4848
Cypress Financial Planning
New Jersey
$733K -$113K -267 -14%
HSWS
4849
Higgins & Schmidt Wealth Strategies
Colorado
$733K +$4.65K +11 +0.7%
HPA
4850
High Probability Advisors
New York
$733K – – –
192 193
194
195 196