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Name Holding Trade Value Shares
Change 		Change in
Stake
KW
2751
KWB Wealth
California
$267K – – –
CAM
2752
Carret Asset Management
New York
$267K -$16.2K -71 -7%
DWAM
2753
Duncan Williams Asset Management
Tennessee
$266K +$232K +1,018 New
BCP
2754
Blue Chip Partners
Michigan
$266K +$4.11K +18 +2%
KCM
2755
Kaye Capital Management
California
$266K -$22.8K -100 -9%
BI
2756
Ballast Inc
Kentucky
$266K -$7.98K -35 -3%
CA
2757
Callahan Advisors
Texas
$265K -$27.4K -120 -11%
SCP
2758
Stamos Capital Partners
California
$264K -$940K -4,120 -80%
MF
2759
Montis Financial
Massachusetts
$264K -$2.28K -10 -1%
BMMM
2760
Boston Mountain Money Management
Arkansas
$263K +$229K +1,006 New
SFS
2761
Security Financial Services
Indiana
$263K +$229K +1,005 New
PAWA
2762
Palo Alto Wealth Advisors
California
$263K -$8.21K -36 -3%
TFP
2763
Traction Financial Partners
Wyoming
$262K – – –
PS
2764
Planned Solutions
California
$262K +$229K +1,003 New
MC
2765
Matisse Capital
Oregon
$262K +$229K +1,002 New
DWA
2766
Delap Wealth Advisory
Oregon
$262K -$66.6K -292 -23%
CC
2767
Courier Capital
New York
$262K +$228K +1,000 New
IFA
2768
Interactive Financial Advisors
Illinois
$262K +$228K +1,000 New
AAP
2769
Ardsley Advisory Partners
Connecticut
$262K +$228K +1,000 New
FCM
2770
Family Capital Management
Michigan
$261K -$8.21K -36 -3%
VAG
2771
VisionPoint Advisory Group
Texas
$261K -$9.58K -42 -4%
NFG
2772
Norris Financial Group
South Carolina
$260K +$227K +994 New
FWS
2773
FinDec Wealth Services
California
$260K -$6.84K -30 -3%
DWS
2774
Discipline Wealth Solutions
South Carolina
$260K +$226K +993 New
FA
2775
Financial Advisors
Massachusetts
$259K +$226K +991 New
109 110
111
112 113