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Name Holding Trade Value Shares
Change 		Change in
Stake
DFP
1326
Donalies Financial Planning
District of Columbia
$505K +$506K +5,997 New
CAM
1327
Cidel Asset Management
Ontario, Canada
$505K – – –
TCBWMS
1328
Texas Capital Bank Wealth Management Services
Texas
$505K +$6.33K +75 +1%
GWANC
1329
Guardian Wealth Advisors (North Carolina)
North Carolina
$503K +$21.6K +256 +4%
LCGC
1330
Legacy Capital Group California
California
$502K +$590 +7 +0.1%
GKWIM
1331
Gerber Kawasaki Wealth & Investment Management
California
$502K -$49.9K -591 -9%
CWP
1332
Core Wealth Partners
California
$501K +$2.45K +29 +0.5%
PFG
1333
PAX Financial Group
Texas
$498K -$64.3K -762 -11%
CIA
1334
Compass Ion Advisors
Pennsylvania
$497K -$9.7K -115 -2%
PT
1335
Plimoth Trust
Massachusetts
$496K -$27K -320 -5%
LAM
1336
L2 Asset Management
Massachusetts
$495K +$41.2K +488 +9%
AWM
1337
Aviso Wealth Management
Washington
$493K -$75.7K -897 -13%
BFM
1338
Boothbay Fund Management
New York
$492K +$493K +5,843 New
CFP
1339
Catalyst Financial Partners
Massachusetts
$491K -$9.45K -112 -2%
SM
1340
Sweeney & Michel
California
$491K -$12K -142 -3%
SFG
1341
Strive Financial Group
Indiana
$488K +$489K +5,796 New
CSC
1342
Caldwell Sutter Capital
California
$487K +$1.01K +12 +0.2%
DP
1343
DDD Partners
Washington
$486K +$15.9K +189 +3%
MW
1344
MBL Wealth
North Carolina
$486K +$263K +3,118 +117%
RWFS
1345
Rayburn West Financial Services
Tennessee
$486K +$529K +6,269 New
GIA
1346
GHP Investment Advisors
Colorado
$486K +$12.7K +151 +3%
CA
1347
Claro Advisors
Massachusetts
$484K -$5.15K -61 -1%
ZIG
1348
Zuckerman Investment Group
Illinois
$482K -$8.77M -104,014 -95%
PAM
1349
Palisade Asset Management
Minnesota
$481K -$6.33K -75 -1%
AP
1350
Appleton Partners
Massachusetts
$477K -$49.6K -588 -9%
52 53
54
55 56