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Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
1251
Towercrest Capital Management
Pennsylvania
$675K -$15.1K -150 -2%
IRC
1252
Investors Research Corp
Georgia
$673K -$16.7K -166 -2%
HGWM
1253
Horst & Graben Wealth Management
Oregon
$673K +$604 +6 +0.1%
BCM
1254
Blume Capital Management
California
$672K -$15.6K -155 -2%
OWP
1255
ORG Wealth Partners
Texas
$672K -$172K -1,707 -21%
PA
1256
Procyon Advisors
Connecticut
$671K +$13.7K +136 +2%
UF
1257
Univest Financial
Pennsylvania
$670K +$8.06K +80 +1%
MAWA
1258
Moss Adams Wealth Advisors
Washington
$670K -$21.1K -210 -3%
SWP
1259
Strategic Wealth Partners
Ohio
$670K -$16.8K -167 -2%
RG
1260
Rathbones Group
United Kingdom
$667K -$235K -2,337 -26%
CPW
1261
Cove Private Wealth
New York
$666K +$155K +1,535 +31%
AFC
1262
AFT Forsyth & Company
Florida
$665K -$38.8K -385 -6%
EFMH
1263
E Fund Management (HK)
Hong Kong
$663K +$228K +2,267 +54%
RMC
1264
Resources Management Corp
Connecticut
$663K -$134K -1,334 -17%
DJSG
1265
D.J. St. Germain
Massachusetts
$663K -$1.91K -19 -0.3%
HFO
1266
Heritage Family Offices
Arizona
$662K -$94.9K -942 -13%
PEWA
1267
Pacific Excel Wealth Advisors
California
$662K +$652K +6,474 New
GKWIM
1268
Gerber Kawasaki Wealth & Investment Management
California
$661K -$12.7K -126 -2%
CWP
1269
Cyndeo Wealth Partners
Florida
$660K +$6.95K +69 +1%
TPF
1270
Tribridge Partners Financial
Maryland
$660K – – –
EAM
1271
Empirical Asset Management
Massachusetts
$659K +$6.24K +62 +1%
SCM
1272
Stordahl Capital Management
Colorado
$658K +$170K +1,693 +36%
PUI
1273
Purpose Unlimited Inc
$657K +$361K +3,587 +126%
MA
1274
MKT Advisors
California
$655K -$25.5K -253 -4%
AAM
1275
AMI Asset Management
California
$652K -$26.6K -264 -4%
49 50
51
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