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Name Holding Trade Value Shares
Change 		Change in
Stake
MAC
951
Mason & Associates (California)
California
$7.91M +$83.1K +209 +1%
CWM
952
Cornerstone Wealth Management
Missouri
$7.88M +$20.3K +51 +0.3%
SFO
953
Stenger Family Office
Illinois
$7.82M +$203K +511 +3%
LW
954
Lauer Wealth
Indiana
$7.81M -$56.1K -141 -0.7%
CWG
955
Cornerstone Wealth Group
North Carolina
$7.79M +$2.58M +6,495 +54%
WC
956
Waterloo Capital
Texas
$7.76M +$677K +1,703 +10%
OFS
957
OneAscent Financial Services
Alabama
$7.75M +$1.21M +3,043 +20%
ACM
958
AlphaStar Capital Management
North Carolina
$7.73M +$805K +2,024 +12%
LOWM
959
Laurel Oak Wealth Management
New Jersey
$7.73M +$354K +891 +5%
CCM
960
Conway Capital Management
California
$7.72M +$129K +325 +2%
CC
961
Chicago Capital
Illinois
$7.71M +$406K +1,020 +6%
RCAG
962
Rehmann Capital Advisory Group
Michigan
$7.71M +$454K +1,141 +7%
MNBTD
963
Moody National Bank Trust Division
Texas
$7.71M -$191K -479 -3%
CAM
964
Covenant Asset Management
New Jersey
$7.71M +$129K +324 +2%
RFM
965
Royal Fund Management
Florida
$7.7M -$207K -520 -3%
KHLMTHM
966
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$7.68M +$7.26M +18,260 New
AAS
967
AdviceOne Advisory Services
Connecticut
$7.68M +$398 +1 +0%
FAM
968
Formidable Asset Management
Ohio
$7.66M +$537K +1,351 +7%
SICM
969
Sustainable Insight Capital Management
New York
$7.64M -$4.93M -12,400 -41%
DC
970
DeDora Capital
California
$7.63M -$87.1K -219 -1%
SACTSONJ
971
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$7.59M -$385K -969 -5%
WIM
972
WealthPlan Investment Management
Nebraska
$7.59M -$2.17M -5,445 -23%
QWM
973
Quadcap Wealth Management
Texas
$7.58M +$184K +463 +3%
WKSWA
974
White Knight Strategic Wealth Advisors
New Jersey
$7.57M +$276K +693 +4%
MIM
975
Marco Investment Management
Georgia
$7.56M -$5.97K -15 -0.1%
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39
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