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Name Holding Trade Value Shares
Change 		Change in
Stake
WFAG
2751
Worth Financial Advisory Group
North Carolina
$267K +$233K +1,020 New
KW
2752
KWB Wealth
California
$267K – – –
CAM
2753
Carret Asset Management
New York
$267K -$16.2K -71 -7%
DWAM
2754
Duncan Williams Asset Management
Tennessee
$266K +$232K +1,018 New
BCP
2755
Blue Chip Partners
Michigan
$266K +$4.11K +18 +2%
KCM
2756
Kaye Capital Management
California
$266K -$22.8K -100 -9%
BI
2757
Ballast Inc
Kentucky
$266K -$7.98K -35 -3%
CA
2758
Callahan Advisors
Texas
$265K -$27.4K -120 -11%
SCP
2759
Stamos Capital Partners
California
$264K -$940K -4,120 -80%
MF
2760
Montis Financial
Massachusetts
$264K -$2.28K -10 -1%
BMMM
2761
Boston Mountain Money Management
Arkansas
$263K +$229K +1,006 New
SFS
2762
Security Financial Services
Indiana
$263K +$229K +1,005 New
PAWA
2763
Palo Alto Wealth Advisors
California
$263K -$8.21K -36 -3%
TFP
2764
Traction Financial Partners
Wyoming
$262K – – –
PS
2765
Planned Solutions
California
$262K +$229K +1,003 New
MC
2766
Matisse Capital
Oregon
$262K +$229K +1,002 New
DWA
2767
Delap Wealth Advisory
Oregon
$262K -$66.6K -292 -23%
CC
2768
Courier Capital
New York
$262K +$228K +1,000 New
IFA
2769
Interactive Financial Advisors
Illinois
$262K +$228K +1,000 New
AAP
2770
Ardsley Advisory Partners
Connecticut
$262K +$228K +1,000 New
FCM
2771
Family Capital Management
Michigan
$261K -$8.21K -36 -3%
VAG
2772
VisionPoint Advisory Group
Texas
$261K -$9.58K -42 -4%
NFG
2773
Norris Financial Group
South Carolina
$260K +$227K +994 New
FWS
2774
FinDec Wealth Services
California
$260K -$6.84K -30 -3%
DWS
2775
Discipline Wealth Solutions
South Carolina
$260K +$226K +993 New
109 110
111
112 113