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Name Holding Trade Value Shares
Change 		Change in
Stake
LRIA
2651
Leonard Rickey Investment Advisors
Washington
$780K +$25.1K +61 +3%
PWM
2652
Peterson Wealth Management
Nevada
$779K +$323K +783 +60%
CAM
2653
Claret Asset Management
Quebec, Canada
$778K -$12.4K -30 -1%
RS
2654
Retirement Solution
Washington
$778K +$197K +478 +30%
WA
2655
Waystone Advisors
Washington
$776K +$91K +221 +12%
PCMNC
2656
Piedmont Capital Management (North Carolina)
North Carolina
$776K +$28.4K +69 +3%
AA
2657
Argent Advisors
Louisiana
$776K -$142K -345 -14%
SWA
2658
Serenus Wealth Advisors
California
$776K -$10.3K -25 -1%
CCA
2659
Coign Capital Advisors
Utah
$776K +$8.24K +20 +1%
VCWM
2660
Vista Cima Wealth Management
Arizona
$776K +$13.6K +33 +2%
MCM
2661
MV Capital Management
Maryland
$775K -$7.83K -19 -0.9%
ML
2662
Mayport LLC
Massachusetts
$774K +$47.4K +115 +6%
CW
2663
Cedarwood Wealth
Colorado
$773K +$152K +369 +22%
CIS
2664
Custom Index Systems
New York
$773K -$356K -863 -29%
YIA
2665
YHB Investment Advisors
Connecticut
$773K +$30.5K +74 +4%
TCMP
2666
Thrive Capital Management (Pennsylvania)
Pennsylvania
$772K -$68K -165 -7%
LWA
2667
Ledgewood Wealth Advisors
New Hampshire
$772K – – –
IJWM
2668
Inman Jager Wealth Management
Mississippi
$770K +$260K +632 +44%
SL
2669
SWMG LLC
Texas
$769K -$13.6K -33 -2%
SC
2670
Saiph Capital
New Jersey
$768K – – –
SCI
2671
Silver Coast Investments
United States
$768K – – –
CPWM
2672
Cypress Point Wealth Management
Texas
$768K +$519K +1,260 +157%
DIP
2673
DT Investment Partners
Pennsylvania
$765K +$47K +114 +6%
VIA
2674
Victrix Investment Advisors
Florida
$763K +$54K +131 +7%
BW
2675
Blalock Williams
Alabama
$763K -$6.18K -15 -0.7%
105 106
107
108 109