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Name Holding Trade Value Shares
Change 		Change in
Stake
ACL
851
Applied Capital LLC
Florida
$781K +$711K +8,639 New
FCM
852
Fourpath Capital Management
Oklahoma
$780K +$494 +6 +0.1%
HHCP
853
Hilton Head Capital Partners
South Carolina
$771K +$2.06K +25 +0.3%
LFAS
854
Level Four Advisory Services
Texas
$769K -$310K -3,760 -31%
CSC
855
Caldwell Sutter Capital
California
$768K +$26.4K +321 +4%
GPA
856
Garrison Point Advisors
California
$767K – – –
WWM
857
Western Wealth Management
Colorado
$764K +$180K +2,184 +35%
HW
858
Hancock Whitney
Mississippi
$762K -$11.6K -141 -2%
SAW
859
Signal Advisors Wealth
Michigan
$761K +$423K +5,135 +156%
RFO
860
RiverGlades Family Offices
Florida
$759K +$692K +8,400 New
EA
861
Emerald Advisors
Washington
$757K +$73.9K +898 +12%
FFA
862
Founders Financial Alliance
North Carolina
$754K +$21.2K +258 +3%
CPIA
863
Cornell Pochily Investment Advisors
New York
$754K -$27.5K -334 -4%
MFG
864
Mosaic Financial Group
Illinois
$754K – – –
DM
865
Diversified Management
Wisconsin
$753K +$686K +8,333 New
LWL
866
Leo Wealth LLC
Texas
$753K +$282K +3,429 +70%
CPL
867
CAP Partners LLC
Tennessee
$753K +$1.24K +15 +0.2%
AIP
868
Ameritas Investment Partners
Nebraska
$752K -$6.5K -79 -0.9%
HCM
869
Heathbridge Capital Management
Ontario, Canada
$750K -$20.6K -250 -3%
TCG
870
Transcendent Capital Group
Oklahoma
$749K +$682K +8,287 New
OFG
871
OmniStar Financial Group
North Carolina
$749K +$683K +8,293 New
GAM
872
Gould Asset Management
California
$741K – – –
ABLA
873
Alan B. Lancz & Associates
Ohio
$738K +$165 +2 +0%
PWG
874
Portside Wealth Group
Utah
$734K -$33K -401 -5%
WCA
875
Westover Capital Advisors
Delaware
$729K – – –
33 34
35
36 37