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Name Holding Trade Value Shares
Change 		Change in
Stake
MMPW
701
Mitchell McLeod Pugh & Williams
Alabama
$923K +$142K +2,005 +22%
HFS
702
Howard Financial Services
Texas
$923K -$69.1K -975 -7%
PSCM
703
Per Stirling Capital Management
Texas
$916K -$8.79K -124 -1%
EPW
704
Evolve Private Wealth
California
$914K +$881K +12,430 New
MYAM
705
Meiji Yasuda Asset Management
Japan
$913K -$23.4K -330 -3%
PI
706
PFG Investments
New York
$911K -$4.96K -70 -0.6%
TWM
707
Trueblood Wealth Management
Ohio
$911K -$114K -1,611 -12%
EWM
708
Empirical Wealth Management
Washington
$906K -$23.2K -328 -3%
LFAS
709
Level Four Advisory Services
Texas
$902K +$131K +1,846 +18%
IF
710
Intrua Financial
Texas
$898K +$109K +1,538 +14%
RPGK
711
Retirement Planning Group (Kansas)
Kansas
$893K +$19.9K +281 +2%
SWM
712
Spire Wealth Management
Virginia
$892K +$22.1K +312 +3%
CWIG
713
Chung Wu Investment Group
Texas
$883K -$166K -2,350 -16%
TF
714
Tompkins Financial
New York
$882K – – –
RIA
715
Retirement Investment Advisors
Oklahoma
$882K -$165K -2,330 -16%
AWE
716
Avidian Wealth Enterprises
Texas
$882K +$48.5K +684 +6%
PPWM
717
Perissos Private Wealth Management
Oklahoma
$882K -$171K -2,407 -17%
MWM
718
Modern Wealth Management
Kansas
$878K -$11.7K -165 -1%
MGI
719
Miller Global Investments
Texas
$876K +$845K +11,922 New
JCM
720
Jacobi Capital Management
Pennsylvania
$872K +$132K +1,865 +19%
SAM
721
Smartleaf Asset Management
Massachusetts
$867K +$9.78K +138 +1%
PVM
722
Palogic Value Management
Texas
$864K – – –
TRCT
723
Tower Research Capital (TRC)
New York
$862K -$213K -3,006 -20%
ECA
724
Elevated Capital Advisors
Utah
$862K +$81.5K +1,150 +11%
WQ
725
Wealth Quarterback
New Jersey
$861K +$290K +4,091 +54%
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29
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