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Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
1876
AGH Wealth Advisors
Kansas
$234K +$3.4K +36 +1%
MCM
1877
Morton Capital Management
California
$234K +$1.23K +13 +0.5%
KCP
1878
Kera Capital Partners
California
$234K +$247K +2,610 New
FBB
1879
Fulton Breakefield Broenniman
Maryland
$234K -$12.2K -129 -5%
SFS
1880
Stiles Financial Services
Minnesota
$233K -$11.1K -117 -4%
FFO
1881
Fortitude Family Office
Arizona
$233K +$16.9K +179 +7%
KFAS
1882
Keating Financial Advisory Services
Kansas
$233K -$1.89K -20 -0.8%
B
1883
BetterWealth
California
$233K +$378 +4 +0.2%
LIM
1884
Leavell Investment Management
Alabama
$233K -$12.2K -129 -5%
BCM
1885
Bannerstone Capital Management
Minnesota
$233K +$246K +2,596 New
PWP
1886
Private Wealth Partners
California
$233K +$13.6K +144 +6%
SHGA
1887
Sand Hill Global Advisors
California
$232K -$12.4K -131 -5%
HCA
1888
Harbour Capital Advisors
Virginia
$231K +$220K +2,326 New
NCM
1889
Northside Capital Management
Oregon
$231K – – –
QWM
1890
Quadcap Wealth Management
Texas
$231K -$19K -201 -7%
SHFG
1891
S Harris Financial Group
Texas
$230K +$243K +2,564 New
YWS
1892
Yarger Wealth Strategies
Ohio
$229K +$1.8K +19 +0.7%
CWM
1893
Cedar Wealth Management
California
$229K – – –
BCM
1894
Boltwood Capital Management
California
$229K +$7.09K +75 +3%
BHBT
1895
Burke & Herbert Bank & Trust
Virginia
$229K – – –
BWP
1896
Balboa Wealth Partners
Arizona
$228K +$2.65K +28 +1%
LWA
1897
Lineweaver Wealth Advisors
Ohio
$227K -$9.37K -99 -4%
VBCG
1898
Valley Brook Capital Group
Pennsylvania
$227K -$3.31K -35 -1%
AM
1899
Atwater Malick
Pennsylvania
$227K -$17.4K -184 -7%
CCMG
1900
Clark Capital Management Group
Pennsylvania
$227K -$84.9K -898 -26%
74 75
76
77 78