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Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
1526
Conway Capital Management
California
$573K -$280K -2,750 -31%
SAM
1527
Secure Asset Management
Michigan
$572K +$86.4K +849 +16%
SCM
1528
SOL Capital Management
Maryland
$571K – – –
LOPW
1529
Live Oak Private Wealth
North Carolina
$570K -$11.9K -117 -2%
LC
1530
Lindbrook Capital
California
$570K -$34.1K -335 -5%
MSFS
1531
Main Street Financial Solutions
Pennsylvania
$569K -$47.7K -469 -7%
SPL
1532
Smart Portfolios LLC
Washington
$566K – – –
AAS
1533
Ameritas Advisory Services
Nebraska
$562K +$119K +1,170 +24%
SP
1534
Saranac Partners
$562K +$127K +1,247 +26%
AGWCA
1535
Annis Gardner Whiting Capital Advisors
Florida
$561K +$76.1K +748 +14%
PPWP
1536
Premier Path Wealth Partners
New Jersey
$561K -$60.5K -595 -9%
DFA
1537
Davies Financial Advisors
California
$560K +$606K +5,955 New
NC
1538
Napatree Capital
Rhode Island
$557K -$32.5K -319 -5%
SSWM
1539
Strait & Sound Wealth Management
California
$556K +$150K +1,475 +32%
BCP
1540
Blackhawk Capital Partners
Wisconsin
$553K -$578K -5,685 -49%
AL
1541
Aspiriant LLC
California
$552K -$107K -1,048 -15%
TF
1542
Tompkins Financial
New York
$552K +$610 +6 +0.1%
FMLI
1543
Fukoku Mutual Life Insurance
Japan
$549K -$35.3K -347 -6%
FW
1544
FirstPurpose Wealth
Utah
$547K +$148K +1,455 +31%
BIA
1545
Benchmark Investment Advisors
Illinois
$546K +$591K +5,810 New
AA
1546
Argent Advisors
Louisiana
$545K +$43K +423 +8%
SC
1547
Shay Capital
New York
$545K +$590K +5,800 New
AWM
1548
Accurate Wealth Management
Florida
$545K +$135K +1,331 +30%
AIC
1549
Archer Investment Corporation
Indiana
$540K -$15.8K -155 -3%
CCA
1550
Criterion Capital Advisors
Tennessee
$539K -$2.34K -23 -0.4%
60 61
62
63 64