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Name Holding Trade Value Shares
Change 		Change in
Stake
FCAS
776
First Command Advisory Services
Texas
$380K – – –
TFA
777
Teamwork Financial Advisors
Texas
$379K -$11.5K -145 -3%
CWM
778
Centurion Wealth Management
Virginia
$378K +$11.9K +151 +3%
CC
779
Callan Capital
California
$378K +$1.34K +17 +0.3%
SPIO
780
Seven Post Investment Office
California
$378K – – –
LA
781
LM Advisors
California
$378K -$31.6K -400 -8%
AWS
782
Arkfeld Wealth Strategies
Nebraska
$378K +$171K +2,168 +70%
PI
783
PFG Investments
New York
$377K +$176K +2,225 +83%
AA
784
AlphaQ Advisors
Florida
$377K +$386K +4,884 New
SFC
785
Strategic Financial Concepts
Texas
$376K +$385K +4,877 New
ATPW
786
Ashton Thomas Private Wealth
Arizona
$375K -$12.6K -159 -3%
GCAC
787
Guardian Capital Advisors (Canada)
Ontario, Canada
$374K -$162K -2,050 -28%
CWM
788
Circle Wealth Management
New Jersey
$374K +$1.11K +14 +0.3%
MPPLM
789
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$374K +$92.1K +1,166 +32%
OPWM
790
Oxinas Partners Wealth Management
Indiana
$372K -$29.5K -374 -7%
CE
791
Cornerstone Enterprises
Wisconsin
$371K +$375K +4,751 New
MIM
792
Montgomery Investment Management
Maryland
$370K – – –
WAG
793
Winthrop Advisory Group
Massachusetts
$369K +$19.8K +250 +6%
GWM
794
Geneos Wealth Management
Colorado
$368K -$632 -8 -0.2%
NRG
795
Nemes Rush Group
Michigan
$367K +$3.16K +40 +0.8%
SHGA
796
Sand Hill Global Advisors
California
$365K -$164K -2,076 -31%
ME
797
McIlrath & Eck
Washington
$362K -$18.4K -233 -5%
CT
798
Coastline Trust
Rhode Island
$362K – – –
OWP
799
Obermeyer Wealth Partners
Colorado
$359K – – –
CAAS
800
Capital Asset Advisory Services
Michigan
$355K -$3K -38 -0.8%
30 31
32
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