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Name Holding Trade Value Shares
Change 		Change in
Stake
DC
1451
DeDora Capital
California
$810K +$10.5K +98 +1%
FA
1452
Fountainhead AM
New Jersey
$806K -$15.7K -146 -2%
GPA
1453
Guerra Pan Advisors
New Jersey
$801K – – –
IIC
1454
Ironwood Investment Counsel
Arizona
$799K -$3.12K -29 -0.4%
SFP
1455
Shepherd Financial Partners
Massachusetts
$799K +$29.4K +274 +4%
FMWA
1456
Forvis Mazars Wealth Advisors
Missouri
$794K -$36K -335 -4%
KCM
1457
KRS Capital Management
Michigan
$794K -$22.2K -207 -3%
PWMAG
1458
Pinnacle Wealth Management Advisory Group
New Jersey
$793K +$180K +1,672 +30%
SPIS
1459
Steward Partners Investment Solutions
Oregon
$791K +$783K +7,287 New
RIA
1460
Regal Investment Advisors
Michigan
$790K -$1.5K -14 -0.2%
PHS
1461
Pekin Hardy Strauss
Illinois
$788K – – –
SL
1462
Sentry LLC
Tennessee
$782K – – –
HL
1463
HeadInvest LLC
Maine
$779K -$12.3K -114 -2%
TFA
1464
Transamerica Financial Advisors
Florida
$776K -$87.7K -816 -10%
PG
1465
Prostatis Group
Maryland
$775K +$767K +7,142 New
HKIMG
1466
Hutchens & Kramer Investment Management Group
Indiana
$774K -$68.9K -641 -8%
RA
1467
RFG Advisory
Alabama
$771K +$65.8K +612 +9%
AMCA
1468
Arthur M. Cohen & Associates
Illinois
$769K -$43.2K -402 -5%
SCA
1469
Scott Capital Advisors
Oregon
$769K -$2.04K -19 -0.3%
MA
1470
MSA Advisors
California
$768K +$760K +7,070 New
BFC
1471
Bedel Financial Consulting
Indiana
$766K -$8.6K -80 -1%
EWM
1472
Elmwood Wealth Management
California
$764K -$480K -4,464 -39%
LWA
1473
Lineweaver Wealth Advisors
Ohio
$760K +$287K +2,675 +62%
IFU
1474
iSAM Funds (UK)
United Kingdom
$756K +$749K +6,967 New
HT
1475
Headlands Technologies
Illinois
$756K +$748K +6,961 New
57 58
59
60 61