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Name Holding Trade Value Shares
Change 		Change in
Stake
PFM
1876
Patton Fund Management
Texas
$235K – – –
PCP
1877
Panoramic Capital Partners
Oregon
$235K +$4.82K +51 +2%
DWM
1878
Ducere Wealth Management
California
$235K +$1.04K +11 +0.4%
LW
1879
Livet Wealth
Utah
$234K +$247K +2,613 New
AWA
1880
AGH Wealth Advisors
Kansas
$234K +$3.4K +36 +1%
MCM
1881
Morton Capital Management
California
$234K +$1.23K +13 +0.5%
KCP
1882
Kera Capital Partners
California
$234K +$247K +2,610 New
FBB
1883
Fulton Breakefield Broenniman
Maryland
$234K -$12.2K -129 -5%
SFS
1884
Stiles Financial Services
Minnesota
$233K -$11.1K -117 -4%
FFO
1885
Fortitude Family Office
Arizona
$233K +$16.9K +179 +7%
KFAS
1886
Keating Financial Advisory Services
Kansas
$233K -$1.89K -20 -0.8%
B
1887
BetterWealth
California
$233K +$378 +4 +0.2%
LIM
1888
Leavell Investment Management
Alabama
$233K -$12.2K -129 -5%
BCM
1889
Bannerstone Capital Management
Minnesota
$233K +$246K +2,596 New
PWP
1890
Private Wealth Partners
California
$233K +$13.6K +144 +6%
SHGA
1891
Sand Hill Global Advisors
California
$232K -$12.4K -131 -5%
HCA
1892
Harbour Capital Advisors
Virginia
$231K +$220K +2,326 New
NCM
1893
Northside Capital Management
Oregon
$231K – – –
QWM
1894
Quadcap Wealth Management
Texas
$231K -$19K -201 -7%
SHFG
1895
S Harris Financial Group
Texas
$230K +$243K +2,564 New
YWS
1896
Yarger Wealth Strategies
Ohio
$229K +$1.8K +19 +0.7%
CWM
1897
Cedar Wealth Management
California
$229K – – –
BCM
1898
Boltwood Capital Management
California
$229K +$7.09K +75 +3%
BHBT
1899
Burke & Herbert Bank & Trust
Virginia
$229K – – –
BWP
1900
Balboa Wealth Partners
Arizona
$228K +$2.65K +28 +1%
74 75
76
77 78