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Name Holding Trade Value Shares
Change 		Change in
Stake
YWM
1876
Yoder Wealth Management
California
$250K +$11.2K +60 +5%
CWA
1877
Consilio Wealth Advisors
Washington
$250K +$30.8K +165 +14%
CA
1878
Cornerstone Advisory
Maryland
$249K +$6.54K +35 +3%
C
1879
Covestor
United Kingdom
$249K +$934 +5 +0.4%
PIA
1880
Perennial Investment Advisors
California
$248K +$15.9K +85 +7%
AHL
1881
Abel Hall LLC
Louisiana
$248K +$2.8K +15 +1%
PFM
1882
Phillips Financial Management
Indiana
$248K +$251K +1,345 New
CWA
1883
Consilium Wealth Advisory
Texas
$248K – – –
CG
1884
Corundum Group
Colorado
$247K -$28K -150 -10%
IA
1885
Insight Advisors
Pennsylvania
$247K -$3.74K -20 -1%
AAM
1886
Alphadyne Asset Management
New York
$246K +$249K +1,335 New
CB
1887
Cadence Bank
Mississippi
$246K +$6.54K +35 +3%
RSA
1888
River Street Advisors
Illinois
$245K -$2.8K -15 -1%
SMC
1889
Smith, Moore & Co
Missouri
$245K -$8.4K -45 -3%
KWM
1890
KFG Wealth Management
Indiana
$245K +$248K +1,330 New
PWP
1891
Private Wealth Partners
California
$244K -$412K -2,205 -62%
RWI
1892
Red Wave Investments
Pennsylvania
$244K – – –
LIM
1893
Leavell Investment Management
Alabama
$243K +$1.87K +10 +0.8%
MW
1894
Members Wealth
Pennsylvania
$243K +$248K +1,330 New
FMWA
1895
Forvis Mazars Wealth Advisors
Missouri
$242K -$44.8K -240 -15%
3IP
1896
3Chopt Investment Partners
Virginia
$242K +$21.5K +115 +10%
MFG
1897
Midwest Financial Group
Kansas
$242K +$23.3K +125 +11%
WA
1898
Waddell & Associates
Tennessee
$241K +$26.1K +140 +12%
ALC
1899
Alexander Labrunerie & Co
Missouri
$240K -$33.6K -180 -12%
RMC
1900
Ring Mountain Capital
California
$240K +$1.87K +10 +0.8%
74 75
76
77 78