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Name Holding Trade Value Shares
Change 		Change in
Stake
QC
3351
QCM Cayman
Texas
$943K +$757K +10,440 New
KL
3352
KilterHowling LLC
Colorado
$942K +$79.7K +1,100 +12%
TPW
3353
Tiller Private Wealth
Pennsylvania
$941K +$146K +2,020 +24%
BWG
3354
Berry Wealth Group
Texas
$941K +$115K +1,580 +18%
DP
3355
Denver PWM
Colorado
$939K -$43.5K -600 -5%
TWP
3356
Triad Wealth Partners
Kansas
$934K +$749K +10,340 New
MFS
3357
Madrona Financial Services
Washington
$934K +$72.5K +1,000 +11%
MC
3358
Merlin Capital
Rhode Island
$933K -$370K -5,110 -33%
SAM
3359
Simplify Asset Management
Nevada
$932K – – –
SFB
3360
STAR Financial Bank
Indiana
$932K +$31.2K +430 +4%
MCM
3361
Marathon Capital Management
Maryland
$926K -$72.5K -1,000 -9%
FAM
3362
Flaharty Asset Management
Florida
$926K -$136K -1,870 -15%
SWM
3363
SilverOak Wealth Management
Minnesota
$923K -$19.6K -270 -3%
HWM
3364
HighMark Wealth Management
Minnesota
$923K +$31.2K +430 +4%
VBWMG
3365
Von Berge Wealth Management Group
California
$923K +$89.9K +1,240 +14%
RA
3366
Riverstone Advisors
Texas
$918K -$1.76M -24,240 -70%
WTFG
3367
Wells Trecaso Financial Group
Ohio
$917K -$73.9K -1,020 -9%
JSAM
3368
J. Safra Asset Management
New York
$917K +$116K +1,600 +19%
GIA
3369
GHP Investment Advisors
Colorado
$915K +$173K +2,390 +31%
ACM
3370
Arcataur Capital Management
Wisconsin
$914K -$27.5K -380 -4%
RCI
3371
RS Crum Inc
California
$914K -$23.9K -330 -3%
WPA
3372
West Paces Advisors
Georgia
$913K +$40.6K +560 +6%
CWA
3373
Cornerstone Wealth Advisors
Minnesota
$913K +$156K +2,150 +27%
WCM
3374
Wealthcare Capital Management
Virginia
$913K -$2.17K -30 -0.3%
MAM
3375
MMA Asset Management
Pennsylvania
$912K -$527K -7,270 -42%
133 134
135
136 137