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Name Holding Trade Value Shares
Change 		Change in
Stake
CSIC
1776
Clifford Swan Investment Counsel
California
$465K +$1.13K +20 +0.3%
RS
1777
Rakuten Securities
Japan
$462K -$530K -9,400 -55%
GCA
1778
Gradient Capital Advisors
California
$462K -$19.7K -350 -4%
GWANC
1779
Guardian Wealth Advisors (North Carolina)
North Carolina
$462K -$3.38K -60 -0.8%
JWM
1780
Janiczek Wealth Management
Colorado
$460K +$40.6K +720 +10%
VCM
1781
Vivaldi Capital Management
Illinois
$460K +$1.13K +20 +0.3%
BB
1782
Busey Bank
Illinois
$459K +$1.69K +30 +0.4%
SWIM
1783
Smallwood Wealth Investment Management
New Jersey
$459K – – –
WF
1784
Wayfinding Financial
Washington
$458K +$37.8K +670 +10%
MWM
1785
Merriman Wealth Management
Washington
$458K +$68.2K +1,210 +19%
RMDI
1786
R.M. Davis Inc
Maine
$457K -$21.4K -380 -5%
JAG
1787
Journey Advisory Group
Kentucky
$457K +$15.8K +280 +4%
PA
1788
Parkside Advisors
California
$457K – – –
HWP
1789
Highline Wealth Partners
California
$454K +$56.4K +1,000 +15%
TFG
1790
Taylor Financial Group
Virginia
$453K – – –
APW
1791
Austin Private Wealth
Texas
$452K +$40.6K +720 +11%
FC
1792
Fusion Capital
South Carolina
$452K – – –
SL
1793
Salomon & Ludwin
Virginia
$452K +$106K +1,880 +34%
OFS
1794
OneAscent Financial Services
Alabama
$451K -$1.13K -20 -0.3%
HFM
1795
Hartford Financial Management
Connecticut
$450K – – –
NCM
1796
New Capital Management
Texas
$448K – – –
PWM
1797
Purus Wealth Management
California
$448K – – –
WSWA
1798
Warren Street Wealth Advisors
California
$448K -$1.69K -30 -0.4%
EFG
1799
Embree Financial Group
Illinois
$447K +$19.2K +340 +5%
RWP
1800
Ridgecrest Wealth Partners
California
$446K -$36.6K -650 -8%
70 71
72
73 74