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Name Holding Trade Value Shares
Change 		Change in
Stake
FC
951
Franchise Capital
Cayman Islands
$761K +$694K +5,119 New
IIA
952
IPG Investment Advisors
California
$760K +$321K +2,371 +86%
FWI
953
Facet Wealth Inc
Maryland
$760K +$693K +5,112 New
XWM
954
Xcel Wealth Management
Florida
$758K -$4.07K -30 -0.6%
NFG
955
Nations Financial Group
Iowa
$757K -$1.36K -10 -0.2%
SIC
956
SFE Investment Counsel
California
$756K +$402K +2,965 +140%
TFA
957
Toth Financial Advisory
Virginia
$753K +$68.3K +504 +11%
LAS
958
Legacy Advisory Services
Pennsylvania
$752K – – –
SMA
959
Seven Mile Advisory
New Jersey
$752K +$11.8K +87 +2%
OWA
960
Octavia Wealth Advisors
Ohio
$752K +$47.5K +350 +7%
CA
961
Claro Advisors
Massachusetts
$747K – – –
BCM
962
Berbice Capital Management
New York
$745K – – –
PW
963
PUREfi Wealth
Massachusetts
$744K -$78K -575 -10%
DB
964
Danske Bank
Denmark
$743K +$10.6K +78 +2%
OCM
965
Ogborne Capital Management
California
$743K +$678K +5,000 New
OS
966
Objectivity Squared
South Carolina
$743K – – –
TCM
967
Triumph Capital Management
Colorado
$739K -$119K -875 -15%
LFG
968
Larson Financial Group
Missouri
$736K -$94.5K -697 -12%
HI
969
Harrington Investments
California
$736K – – –
FCAS
970
First Command Advisory Services
Texas
$734K – – –
AFA
971
AA Financial Advisors
Ohio
$726K – – –
LJCM
972
Lee Johnson Capital Management
Texas
$723K +$660K +4,867 New
HCM
973
Howland Capital Management
Massachusetts
$719K +$5.15K +38 +0.8%
KCM
974
KRS Capital Management
Michigan
$719K – – –
TPCW
975
TD Private Client Wealth
New York
$718K -$23K -170 -3%
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