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Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
2651
Cape Investment Advisory
Georgia
$90.7K -$250K -8,799 -73%
GA
2652
Guerra Advisors
Florida
$90.3K +$90.8K +3,199 New
BFPW
2653
BOK Financial Private Wealth
Colorado
$89.9K – – –
SA
2654
Strategic Advocates
Utah
$86.8K +$87.2K +3,072 New
EP
2655
Essential Partners
California
$85.6K +$852 +30 +1%
PH
2656
Pinnacle Holdings
Oklahoma
$83.9K – – –
PG
2657
Proffitt & Goodson
Tennessee
$83.4K +$39.7K +1,397 +90%
WWM
2658
Wolff Wiese Magana
California
$80.6K -$3.1K -109 -4%
LFA
2659
LGT Financial Advisors
Texas
$80.4K +$625 +22 +0.8%
RTL
2660
Red Tortoise LLC
Georgia
$79K – – –
Q1WB
2661
Quest 10 Wealth Builders
Virginia
$76.7K -$7.04K -248 -8%
AWM
2662
Abound Wealth Management
Tennessee
$76.6K +$2.16K +76 +3%
HWM
2663
HighMark Wealth Management
Minnesota
$75K -$7.01K -247 -9%
RMC
2664
Resources Management Corp
Connecticut
$75K -$15.9K -561 -17%
KFP
2665
Keener Financial Planning
Texas
$74K +$5.68K +200 +8%
CWP
2666
Clark Wealth Partners
Illinois
$73.2K +$30.6K +1,077 +58%
HHGA
2667
Halbert Hargrove Global Advisors
California
$72.4K +$72.8K +2,565 New
HI
2668
Hoey Investments
Pennsylvania
$70.6K +$68.2K +2,400 +2,400%
VWA
2669
VSM Wealth Advisory
Maryland
$70.5K – – –
SC
2670
Stephens Consulting
Michigan
$70.5K -$6.56K -231 -8%
RWM
2671
RMG Wealth Management
Wisconsin
$69.4K – – –
PPA
2672
Painted Porch Advisors
California
$69.2K – – –
MCA
2673
Maryland Capital Advisors
Maryland
$68.2K – – –
FCT
2674
First Community Trust
Iowa
$68.1K – – –
EWP
2675
Elevation Wealth Partners
California
$68.1K +$7.18K +253 +12%
105 106
107
108 109