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Name Holding Trade Value Shares
Change 		Change in
Stake
WWP
1801
WR Wealth Planners
Missouri
$108K +$12.1K +140 +10%
FA
1802
Fortis Advisors
Pennsylvania
$105K – – –
TSWM
1803
Tyler-Stone Wealth Management
Ohio
$105K +$434 +5 +0.3%
ANBT
1804
American National Bank & Trust
Texas
$102K -$4.02M -46,293 -97%
CYG
1805
Clean Yield Group
Vermont
$102K -$3.04K -35 -2%
WWM
1806
Wolff Wiese Magana
California
$101K -$317K -3,649 -72%
FRA
1807
Front Row Advisors
California
$101K – – –
SC
1808
SouthState Corp
Florida
$100K -$21.2K -244 -15%
CFO
1809
CVA Family Office
Colorado
$100K -$9.54K -110 -7%
TWA
1810
TCI Wealth Advisors
Arizona
$100K +$7.29K +84 +6%
CWM
1811
Castle Wealth Management
Florida
$100K +$123K +1,422 New
MHR
1812
Matthew Hamilton Rosenberg
$99K +$77.9K +898 +182%
CC
1813
Corsicana & Co
Texas
$98K – – –
CWC
1814
Carolinas Wealth Consulting
North Carolina
$97K -$1.56K -18 -1%
PMFA
1815
Plante Moran Financial Advisors
Michigan
$97K +$2K +23 +2%
MRCM
1816
M&R Capital Management
New Jersey
$96K -$67.2K -775 -36%
TFA
1817
Toth Financial Advisory
Virginia
$96K +$6.85K +79 +6%
GG
1818
Gleason Group
Kentucky
$95K +$21.7K +250 +23%
M
1819
MOTCO
Texas
$92K -$4.62M -53,231 -98%
VCM
1820
Versant Capital Management
Arizona
$91K -$6.85K -79 -6%
SIMG
1821
Stephens Investment Management Group
Texas
$90K – – –
AA
1822
AlphaMark Advisors
Kentucky
$90K +$868 +10 +0.8%
CA
1823
Capitolis Advisors
New York
$89K – – –
PP
1824
Pacifica Partners
Canada
$87K – – –
KA
1825
Kozak & Associates
Colorado
$85K -$79.6K -918 -43%
71 72
73
74 75