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Name Holding Trade Value Shares
Change 		Change in
Stake
PIA
1451
Perennial Investment Advisors
California
$794K +$27.6K +490 +4%
FWI
1452
Facet Wealth Inc
Maryland
$793K +$118K +2,100 +19%
RPWA
1453
Regent Peak Wealth Advisors
Georgia
$791K -$1.13K -20 -0.2%
CL
1454
CSS LLC
Illinois
$790K – – –
CFM
1455
Capricorn Fund Managers
United Kingdom
$790K +$733K +13,000 New
GMFG
1456
Greater Midwest Financial Group
Minnesota
$786K – – –
SFG
1457
SNS Financial Group
Minnesota
$783K +$57.5K +1,020 +9%
BBW
1458
Blue Barn Wealth
Utah
$782K +$36.1K +640 +5%
WA
1459
Waddell & Associates
Tennessee
$780K – – –
CFP
1460
Cypress Financial Planning
New Jersey
$776K +$721K +12,780 New
MC
1461
Machina Capital
France
$774K +$719K +12,750 New
MCM
1462
McDonough Capital Management
Florida
$773K -$2.25K -40 -0.3%
CP
1463
Covenant Partners
Tennessee
$770K -$528K -9,370 -42%
DWA
1464
Delap Wealth Advisory
Oregon
$763K +$709K +12,570 New
SRL
1465
Scientech Research LLC
New Jersey
$762K +$708K +12,550 New
UAS
1466
United Asset Strategies
New York
$762K +$708K +12,550 New
KLI
1467
Kelman-Lazarov Inc
Tennessee
$762K -$4.51K -80 -0.6%
AWE
1468
Avidian Wealth Enterprises
Texas
$761K -$49.6K -880 -7%
SIA
1469
Soltis Investment Advisors
Utah
$760K +$161K +2,850 +29%
FF
1470
Friedenthal Financial
New Jersey
$760K +$705K +12,510 New
JFG
1471
Jefferies Financial Group
New York
$758K +$36.1K +640 +5%
WEG
1472
World Equity Group
Illinois
$754K -$134K -2,380 -16%
AIP
1473
Almanack Investment Partners
Pennsylvania
$754K +$29.3K +520 +4%
CWP
1474
Cyndeo Wealth Partners
Florida
$754K +$66.5K +1,180 +10%
SOW
1475
State of Wyoming
Wyoming
$752K +$116K +2,050 +20%
57 58
59
60 61