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Name Holding Trade Value Shares
Change 		Change in
Stake
GCM
1476
Gables Capital Management
Florida
$698K -$5.04K -50 -0.8%
SSWM
1477
Strait & Sound Wealth Management
California
$695K +$546K +5,425 New
AIC
1478
Archer Investment Corporation
Indiana
$694K -$9.06K -90 -1%
JSC
1479
Jackson Square Capital
California
$692K -$19.7K -196 -3%
GL
1480
Graypoint LLC
New York
$691K +$119K +1,185 +25%
NL
1481
NWAM LLC
Washington
$689K +$31.4K +312 +6%
MC
1482
Miramar Capital
Illinois
$689K +$34.5K +343 +6%
TIMH
1483
Tilt Investment Management Holdings
New York
$687K +$592K +5,875 New
WCA
1484
Waypoint Capital Advisors
Minnesota
$685K +$101 +1 +0%
AL
1485
Aspiriant LLC
California
$683K +$15.1K +150 +3%
JBA
1486
Johnson Bixby & Associates
Washington
$681K – – –
ZIG
1487
Zullo Investment Group
Pennsylvania
$680K +$16.6K +165 +3%
MSFS
1488
Main Street Financial Solutions
Pennsylvania
$678K -$7.05K -70 -1%
MWA
1489
Meridian Wealth Advisors
Texas
$675K -$12.1K -120 -2%
SIC
1490
Samalin Investment Counsel
New York
$675K +$154K +1,534 +36%
CCMG
1491
Clark Capital Management Group
Pennsylvania
$671K +$3.02K +30 +0.5%
BOS
1492
Bank of Stockton
California
$671K – – –
WF
1493
Wayfinding Financial
Washington
$671K +$1.11K +11 +0.2%
CI
1494
Cavalier Investments
Georgia
$671K -$36.7K -364 -6%
SFG
1495
Synergy Financial Group
California
$671K -$17.1K -170 -3%
XSC
1496
X-Square Capital
Puerto Rico
$667K +$120K +1,188 +26%
DC
1497
DeDora Capital
California
$665K -$15.3K -152 -3%
LW
1498
Linscomb Wealth
Texas
$664K +$3.63K +36 +0.6%
SIG
1499
Sargent Investment Group
Maryland
$661K -$3.02K -30 -0.5%
PA
1500
PFG Advisors
Arizona
$659K +$125K +1,237 +28%
58 59
60
61 62