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Name Holding Trade Value Shares
Change 		Change in
Stake
PSCM
2676
Per Stirling Capital Management
Texas
$411K +$320K +14,790 New
MAM
2677
Madison Asset Management
Wisconsin
$410K +$320K +14,770 New
PAM
2678
Private Asset Management
California
$410K +$319K +14,750 New
FWM
2679
FMB Wealth Management
California
$410K +$2.6K +120 +0.8%
HFS
2680
Heritage Financial Services
Massachusetts
$409K +$319K +14,740 New
GF
2681
Gries Financial
Ohio
$409K -$219K -10,120 -41%
SA
2682
Scarborough Advisors
Maryland
$409K -$4.54K -210 -1%
TWA
2683
Tandem Wealth Advisors
Arizona
$408K -$2.38K -110 -0.7%
HWA
2684
HHM Wealth Advisors
Tennessee
$408K -$4.11K -190 -1%
ICP
2685
Interchange Capital Partners
Pennsylvania
$407K +$318K +14,680 New
CC
2686
Courier Capital
New York
$406K +$316K +14,600 New
VW
2687
Vance Wealth
California
$404K -$22.1K -1,020 -7%
GHA
2688
GW Henssler & Associates
Georgia
$404K +$314K +14,530 New
FC
2689
FCA Corp
Texas
$404K +$314K +14,530 New
GA
2690
Gateway Advisory
New Jersey
$403K +$314K +14,500 New
CBA
2691
Coastal Bridge Advisors
Connecticut
$401K -$36.6K -1,690 -10%
VF
2692
VitalStone Financial
Texas
$401K -$4.84M -223,700 -94%
LFA
2693
Landmark Financial Advisors
Kentucky
$401K +$312K +14,430 New
KA
2694
Klingman & Associates
New York
$401K -$24.7K -1,140 -7%
MC
2695
Middleton & Co
Massachusetts
$400K +$3.68K +170 +1%
GGS
2696
Galvin Gaustad & Stein
Arizona
$400K -$42.2K -1,950 -12%
CHJWM
2697
Carlton Hofferkamp & Jenks Wealth Management
Texas
$399K -$91.8K -4,240 -23%
BAM
2698
Brave Asset Management
New Jersey
$399K -$71.6K -3,310 -19%
SL
2699
Summitry LLC
California
$399K -$134K -6,170 -30%
CA
2700
Callahan Advisors
Texas
$398K +$310K +14,340 New
106 107
108
109 110