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Name Holding Trade Value Shares
Change 		Change in
Stake
SC
1951
SummitTX Capital
Texas
$1.18M -$196K -1,730 -16%
HFM
1952
Hartford Funds Management
Pennsylvania
$1.18M +$2.26K +20 +0.2%
RIA
1953
Regal Investment Advisors
Michigan
$1.17M -$103K -910 -9%
MWM
1954
Maridea Wealth Management
New York
$1.17M +$30.5K +270 +3%
OIA
1955
Optimum Investment Advisors
Illinois
$1.17M -$56.5K -500 -5%
EHC
1956
Everett Harris & Co
California
$1.17M – – –
ZF
1957
Zhang Financial
Michigan
$1.17M -$116K -1,030 -11%
AC
1958
Allstate Corporation
Illinois
$1.16M -$15.9M -140,250 -94%
OWA
1959
Octavia Wealth Advisors
Ohio
$1.16M -$84.8K -750 -8%
BWM
1960
Birchcreek Wealth Management
Ohio
$1.16M -$119K -1,050 -11%
NRC
1961
New Republic Capital
North Carolina
$1.16M +$62.2K +550 +7%
CIAS
1962
CFS Investment Advisory Services
New Jersey
$1.16M +$73.5K +650 +8%
FWA
1963
FSM Wealth Advisors
Ohio
$1.16M +$490K +4,330 +93%
RCA
1964
Ranch Capital Advisors
Florida
$1.16M +$198K +1,750 +25%
FSA
1965
Fort Sheridan Advisors
Illinois
$1.15M +$67.8K +600 +7%
IA
1966
IFC Advisors
California
$1.15M -$27.1K -240 -3%
VAG
1967
VisionPoint Advisory Group
Texas
$1.15M +$417K +3,690 +75%
CWA
1968
Canvas Wealth Advisors
Kansas
$1.15M +$183K +1,620 +20%
VCM
1969
Vivaldi Capital Management
Illinois
$1.15M -$6.78K -60 -0.7%
WSWA
1970
Warren Street Wealth Advisors
California
$1.14M +$31.7K +280 +3%
MA
1971
MJP Associates
Connecticut
$1.14M +$201K +1,780 +26%
PHIC
1972
Pine Haven Investment Counsel
Massachusetts
$1.14M – – –
FFA
1973
First Foundation Advisors
California
$1.14M +$336K +2,970 +54%
JCM
1974
Jacobi Capital Management
Pennsylvania
$1.14M -$135K -1,190 -12%
AI
1975
Accredited Investors
Minnesota
$1.14M -$2.26K -20 -0.2%
77 78
79
80 81