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Name Holding Trade Value Shares
Change 		Change in
Stake
SA
1526
Sonoma Allocations
California
$409K +$73.9K +746 +24%
PLFS
1527
Provident Living Financial Services
Utah
$409K +$126K +1,270 +45%
AGA
1528
Accuvest Global Advisors
Utah
$408K -$2.8M -28,284 -87%
IWA
1529
Icon Wealth Advisors
Texas
$407K +$67.9K +686 +20%
HTC
1530
Haverford Trust Company
Pennsylvania
$407K -$338K -3,410 -45%
FC
1531
Fairscale Capital
New Hampshire
$406K – – –
WA
1532
Waddell & Associates
Tennessee
$405K -$300K -3,030 -43%
NRG
1533
Nemes Rush Group
Michigan
$405K +$77.9K +787 +24%
FFG
1534
Fiduciary Financial Group
California
$404K +$403K +4,067 New
LMFP
1535
Larry Mathis Financial Planning
Arizona
$403K +$46K +465 +13%
BFO
1536
Biltmore Family Office
North Carolina
$403K +$402K +4,058 New
CSI
1537
Cross Staff Investments
New York
$402K – – –
WPIC
1538
White Pine Investment Company
Michigan
$400K +$398K +4,024 New
VWM
1539
Valley Wealth Managers
New Jersey
$399K -$217K -2,192 -35%
AA
1540
Alta Advisers
United Kingdom
$399K – – –
PCM
1541
Polymer Capital Management
New York
$399K +$63.4K +640 +19%
PCM
1542
Parsons Capital Management
Rhode Island
$398K -$79.2K -800 -17%
ECM
1543
Ebert Capital Management
California
$397K -$20.8K -210 -5%
WWM
1544
Wolff Wiese Magana
California
$397K +$111K +1,120 +39%
KIM
1545
Kestra Investment Management
Texas
$395K +$25.3K +256 +7%
SIA
1546
SGL Investment Advisors
Montana
$395K +$69.2K +699 +29%
C
1547
Certuity
Florida
$394K -$200K -2,023 -34%
CCM
1548
Canal Capital Management
Virginia
$392K -$218K -2,198 -36%
BIG
1549
Brookwood Investment Group
Arizona
$389K -$9.41K -95 -2%
CT
1550
Colonial Trust
South Carolina
$388K +$114K +1,151 +42%
60 61
62
63 64