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Name Holding Trade Value Shares
Change 		Change in
Stake
TH
1601
TCTC Holdings
Texas
$350K +$388K +3,300 +6,600%
CFP
1602
Cascade Financial Partners
California
$346K +$389K +3,310 New
OCM
1603
One Capital Management
California
$346K +$105K +891 +37%
RCG
1604
Regatta Capital Group
California
$345K +$16K +136 +4%
WAG
1605
Wallace Advisory Group
California
$344K +$20.8K +177 +6%
NRG
1606
Nemes Rush Group
Michigan
$344K +$24.5K +208 +7%
CCMT
1607
CMT Capital Markets Trading
Germany
$343K +$386K +3,279 New
WAG
1608
Winthrop Advisory Group
Massachusetts
$342K +$13.2K +112 +4%
FCBT
1609
First Citizens Bank & Trust
North Carolina
$341K +$124K +1,058 +48%
FCA
1610
Fortis Capital Advisors
Kansas
$341K -$249K -2,119 -39%
IAAG
1611
Innovative Asset Advisors Group
Connecticut
$338K +$381K +3,237 New
PVM
1612
Palogic Value Management
Texas
$338K +$380K +3,231 New
TWM
1613
Tradition Wealth Management
Minnesota
$338K -$19.8K -168 -5%
ICP
1614
Impact Capital Partners
Colorado
$337K -$706 -6 -0.2%
HFP
1615
Holistic Financial Partners
Indiana
$337K +$57.8K +491 +18%
LOIM
1616
Liberty One Investment Management
Illinois
$336K +$250K +2,123 +194%
BWS
1617
Broadway Wealth Solutions
Texas
$335K +$377K +3,205 New
BWP
1618
Balboa Wealth Partners
Arizona
$331K -$256K -2,176 -41%
CH
1619
Cromwell Holdings
Wyoming
$331K -$22.7K -193 -6%
ESB
1620
Essex Savings Bank
Connecticut
$328K +$11.6K +99 +3%
CTA
1621
Chesley Taft & Associates
Illinois
$328K -$156K -1,325 -30%
CWM
1622
Centurion Wealth Management
Virginia
$326K +$37.1K +315 +11%
1W
1623
1776 Wealth
Georgia
$326K +$29.4K +250 +9%
CA
1624
Continuum Advisory
Idaho
$326K +$108K +916 +42%
6SA
1625
6th Street Advisors
Alabama
$326K +$367K +3,119 New
63 64
65
66 67