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Name Holding Trade Value Shares
Change 		Change in
Stake
CM
2051
Cercano Management
Washington
$738K -$53.6M -608,097 -98%
VFG
2052
V2 Financial group
Illinois
$736K +$148K +1,684 +20%
SIA
2053
SGL Investment Advisors
Montana
$735K +$333K +3,783 +65%
CFG
2054
Carr Financial Group
Massachusetts
$735K +$9.69K +110 +1%
PWP
2055
Perfromance Wealth Partners
Illinois
$735K -$439K -4,986 -33%
EW
2056
Elyxium Wealth
California
$735K +$274K +3,109 +43%
ABLA
2057
Alan B. Lancz & Associates
Ohio
$732K -$2.64K -30 -0.3%
GAA
2058
Guardian Asset Advisors
Pennsylvania
$732K +$903K +10,252 New
CSPIA
2059
Cary Street Partners Investment Advisory
Virginia
$731K +$74.6K +847 +9%
IIA
2060
IPG Investment Advisors
California
$731K -$1.36M -15,452 -60%
FFP
2061
FourThought Financial Partners
Florida
$730K +$35.2K +400 +4%
ERWM
2062
Elk River Wealth Management
Colorado
$728K -$2.81M -31,888 -76%
HPM
2063
Hoxton Planning & Management
West Virginia
$728K -$59.2K -672 -6%
PAI
2064
Pittenger & Anderson Inc
Nebraska
$726K -$882K -10,017 -50%
HCM
2065
Hollencrest Capital Management
California
$726K -$191K -2,167 -18%
NDBT
2066
North Dallas Bank & Trust
Texas
$725K +$359K +4,080 +67%
NPF
2067
Norris Perne & French
Michigan
$724K -$271K -3,080 -23%
SIP
2068
Stoneridge Investment Partners
Pennsylvania
$724K +$890K +10,102 New
FPGK
2069
Financial Partners Group (Kansas)
Kansas
$723K +$14.4K +163 +2%
BWFA
2070
Baltimore-Washington Financial Advisors
Maryland
$722K -$2.82K -32 -0.3%
LSIA
2071
LaSalle St. Investment Advisors
Illinois
$720K +$616 +7 +0.1%
KIA
2072
KCM Investment Advisors
California
$720K +$60.3K +685 +7%
IF
2073
Intrua Financial
Texas
$720K +$103K +1,164 +13%
GSWM
2074
Greenup Street Wealth Management
Michigan
$720K -$17.3K -196 -2%
EFG
2075
Embree Financial Group
Illinois
$719K +$15.4K +175 +2%
81 82
83
84 85