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Name Holding Trade Value Shares
Change 		Change in
Stake
SHF
4326
Stage Harbor Financial
Massachusetts
$990K +$21K +167 +3%
PCWA
4327
Pacific Capital Wealth Advisors
California
$989K -$31.1K -247 -4%
EFMH
4328
E Fund Management (HK)
Hong Kong
$989K +$224K +1,781 +40%
MGAM
4329
McGowan Group Asset Management
Texas
$985K -$114K -903 -13%
VBFP
4330
Valtinson Bruner Financial Planning
Minnesota
$983K +$337K +2,678 +76%
CWM
4331
C2C Wealth Management
Arizona
$982K – – –
PCI
4332
Planning Center Inc
Illinois
$982K -$65.6K -521 -8%
BWCS
4333
Beirne Wealth Consulting Services
Connecticut
$982K +$31.5K +250 +4%
QL
4334
Quarry LP
New York
$981K +$527K +4,191 +208%
GAM
4335
GEM Asset Management
Michigan
$979K -$132K -1,049 -14%
SWMG
4336
Sard Wealth Management Group
Georgia
$979K +$44.4K +353 +6%
EGWAG
4337
Elwood & Goetz Wealth Advisory Group
Georgia
$976K +$183K +1,457 +31%
CIC
4338
Cutler Investment Counsel
Oregon
$975K +$108K +857 +16%
HWA
4339
Heartwood Wealth Advisors
Virginia
$974K -$5.54K -44 -0.7%
LSL
4340
Legacy Solutions LLC
Pennsylvania
$974K +$124K +982 +19%
MAWAG
4341
Mid-American Wealth Advisory Group
Missouri
$972K +$224K +1,777 +41%
DKCM
4342
Davidson Kahn Capital Management
California
$972K +$187K +1,487 +32%
ICM
4343
Ionic Capital Management
New York
$972K -$494K -3,923 -39%
CPCP
4344
Cedar Point Capital Partners
Iowa
$971K +$1.26K +10 +0.2%
DC
4345
Destiny Capital
Colorado
$970K +$70.9K +563 +10%
NWM
4346
Northcape Wealth Management
New York
$968K +$15.7K +125 +2%
FCIM
4347
Fairview Capital Investment Management
California
$967K -$66.3K -527 -8%
CFO
4348
Custos Family Office
Texas
$966K +$243K +1,930 +46%
BWS
4349
Buck Wealth Strategies
Colorado
$965K +$326K +2,587 +73%
LODC
4350
Lanham O'Dell & Company
West Virginia
$964K -$7.05K -56 -0.9%
172 173
174
175 176