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Name Holding Trade Value Shares
Change 		Change in
Stake
PA
1676
Procyon Advisors
Connecticut
$442K +$35.2K +301 +8%
CF
1677
Cantor Fitzgerald
New York
$441K -$6.25M -53,400 -93%
WFO
1678
Wealthgate Family Office
Colorado
$441K – – –
SAMC
1679
Spectrum Asset Management (California)
California
$441K -$39.3K -336 -8%
AWM
1680
Avitas Wealth Management
California
$441K -$6.78K -58 -1%
ESCM
1681
Echo Street Capital Management
New York
$441K +$467K +3,995 New
SMA
1682
Sage Mountain Advisors
Georgia
$438K +$17.1K +146 +4%
WIM
1683
Westside Investment Management
California
$436K – – –
WA
1684
Wealth Architects
California
$435K +$17.2K +147 +4%
KGC
1685
Kennon-Green & Company
Ohio
$433K +$51.6K +441 +13%
D
1686
Diversified
Delaware
$432K -$7.25K -62 -2%
AAP
1687
Arax Advisory Partners
Colorado
$432K +$14.3K +122 +3%
DFA
1688
DHJJ Financial Advisors
Illinois
$431K – – –
GSIS
1689
Global Strategic Investment Solutions
Arizona
$431K -$3.98K -34 -0.9%
TCM
1690
Tributary Capital Management
Nebraska
$431K -$11.7K -100 -2%
FFN
1691
Focus Financial Network
Minnesota
$431K -$11.6K -99 -2%
BWG
1692
Beta Wealth Group
California
$430K +$246K +2,100 +117%
FFWM
1693
Future Financial Wealth Management
Ohio
$430K +$456K +3,895 New
SWM
1694
Silverlake Wealth Management
Vermont
$430K +$35.2K +301 +8%
FWA
1695
FSM Wealth Advisors
Ohio
$429K -$11K -94 -2%
LA
1696
Lakeside Advisors
Washington
$425K – – –
ACM
1697
Arcataur Capital Management
Wisconsin
$425K +$450K +3,847 New
TFA
1698
TPG Financial Advisors
Oregon
$424K +$26.7K +228 +6%
WMA
1699
Wealth Management Associates
New Jersey
$424K -$8.42K -72 -2%
KLCM
1700
KG&L Capital Management
Louisiana
$424K +$35.1K +300 +8%
66 67
68
69 70