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Name Holding Trade Value Shares
Change 		Change in
Stake
PPW
1876
Parcion Private Wealth
Washington
$779K -$193K -812 -21%
MFS
1877
Madrona Financial Services
Washington
$779K +$1.66K +7 +0.2%
HPM
1878
Hoxton Planning & Management
West Virginia
$777K -$71.1K -299 -9%
AIMA
1879
Ables Iannone Moore & Associates
Georgia
$776K +$742K +3,124 New
ITIM
1880
Indiana Trust & Investment Management
Indiana
$776K – – –
PCWA
1881
Pacific Capital Wealth Advisors
California
$776K +$14.3K +60 +2%
SWRP
1882
Summit Wealth & Retirement Planning
California
$776K +$9.51K +40 +1%
FCB
1883
First County Bank
Connecticut
$774K -$32.3K -136 -4%
OFG
1884
Oxford Financial Group
Indiana
$774K +$6.65K +28 +0.9%
TCWM
1885
Total Clarity Wealth Management
Illinois
$774K +$29.9K +126 +4%
MWM
1886
McNaughton Wealth Management
California
$773K +$21.6K +91 +3%
DTL
1887
Dynamic Technology Lab
Singapore
$771K -$524K -2,204 -42%
FFG
1888
Frisch Financial Group
New York
$771K -$13.5K -57 -2%
SMA
1889
Seven Mile Advisory
New Jersey
$771K +$4.04K +17 +0.6%
AWA
1890
Aquire Wealth Advisors
Utah
$768K -$6.42K -27 -0.9%
SIG
1891
Sargent Investment Group
Maryland
$768K +$10.9K +46 +2%
LWL
1892
Leo Wealth LLC
Texas
$766K +$792K +3,331 New
PVAMC
1893
PPS&V Asset Management Consultants
Michigan
$766K -$13.1K -55 -2%
PCM
1894
Princeton Capital Management
New Jersey
$765K +$732K +3,080 New
CAL
1895
Capital Analysts LLC
Pennsylvania
$765K -$19.5K -82 -3%
AG
1896
Advocate Group
Minnesota
$765K – – –
WAM
1897
WNY Asset Management
New York
$764K -$26.9K -113 -4%
CCP
1898
Clarkston Capital Partners
Michigan
$764K -$11.9K -50 -2%
FGA
1899
Fortis Group Advisors
New Jersey
$764K +$179K +753 +29%
AC
1900
Apella Capital
Connecticut
$763K -$19.3K -81 -2%
74 75
76
77 78