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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
2576
CWC Advisors
Oregon
$929K -$8.75K -22 -1%
DAC
2577
Dividend Assets Capital
South Carolina
$929K – – –
SAM
2578
Satovsky Asset Management
New York
$929K – – –
HC
2579
Headland Capital
South Carolina
$929K +$17.1K +43 +2%
KIG
2580
Kennedy Investment Group
New Jersey
$927K -$26.2K -66 -3%
CCM
2581
Chaney Capital Management
Washington
$926K -$13.1K -33 -1%
VCP
2582
Vista Capital Partners
Oregon
$926K -$11.1K -28 -1%
WAL
2583
W Advisors LLC
Tennessee
$925K +$33.8K +85 +4%
RWC
2584
Rare Wolf Capital
Washington
$922K -$235K -590 -21%
AWA
2585
Aquire Wealth Advisors
Utah
$921K +$63.2K +159 +8%
EWP
2586
Evergreen Wealth Partners
Montana
$920K -$15.5K -39 -2%
PPC
2587
Pennington Partners & Co
Maryland
$919K -$210K -527 -19%
AMCA
2588
Arthur M. Cohen & Associates
Illinois
$919K -$65.2K -164 -7%
CWM
2589
Coral Wealth Management
Florida
$919K +$272K +685 +46%
CWA
2590
Consilium Wealth Advisory
Texas
$918K +$868K +2,182 New
TAWM
2591
Three Arch Wealth Management
California
$917K -$398 -1 -0%
PWM
2592
Proathlete Wealth Management
Florida
$917K -$22.3K -56 -3%
EFP
2593
Envision Financial Planning
Tennessee
$916K -$53.7K -135 -6%
CAC
2594
Core Alternative Capital
Georgia
$915K +$138K +348 +19%
LGA
2595
Lebenthal Global Advisors
New York
$914K +$19.9K +50 +2%
USWIA
2596
UP Strategic Wealth Investment Advisors
Pennsylvania
$911K +$9.94K +25 +0.9%
FDS
2597
First Dallas Securities
Texas
$911K -$127K -320 -13%
FFP
2598
FourThought Financial Partners
Florida
$910K +$48.1K +121 +6%
SWA
2599
Serenus Wealth Advisors
California
$909K +$29.4K +74 +4%
AFGAS
2600
Allegiance Financial Group Advisory Services
Virginia
$906K +$299K +753 +54%
102 103
104
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