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Name Holding Trade Value Shares
Change 		Change in
Stake
CFAM
2051
Center For Asset Management
Florida
$427K +$475K +2,429 New
ACM
2052
Allred Capital Management
Texas
$426K -$8.79K -45 -2%
TCWA
2053
Turtle Creek Wealth Advisors
Texas
$425K +$124K +635 +36%
PNAA
2054
Pictet North America Advisors
Switzerland
$425K +$472K +2,416 New
AW
2055
Avion Wealth
Texas
$423K -$10.6K -54 -2%
ORAM
2056
One River Asset Management
Connecticut
$421K -$859K -4,399 -65%
ATIA
2057
American Trust Investment Advisors
New Hampshire
$421K – – –
AWM
2058
Atticus Wealth Management
Florida
$421K -$64.5K -330 -12%
PF
2059
Prosperitas Financial
California
$420K -$58.2K -298 -11%
AIC
2060
Archer Investment Corporation
Indiana
$420K +$28.9K +148 +7%
ECG
2061
EPIQ Capital Group
California
$420K +$230K +1,176 +97%
TIM
2062
Total Investment Management
Arizona
$419K -$351K -1,794 -43%
BFA
2063
Beaumont Financial Advisors
Massachusetts
$419K -$166K -849 -26%
FMTC
2064
Farmers & Merchants Trust Company
California
$418K +$82.1K +420 +21%
PWM
2065
Prosperity Wealth Management
California
$417K +$256K +1,311 +123%
SIA
2066
Schechter Investment Advisors
Michigan
$416K -$1.16M -5,961 -72%
DFA
2067
Delta Financial Advisors
Louisiana
$415K -$7.62K -39 -2%
PRS
2068
Pinkerton Retirement Specialists
Idaho
$414K +$58.2K +298 +14%
YAL
2069
Your Advocates Ltd
Texas
$414K -$586 -3 -0.1%
RDWM
2070
Red Door Wealth Management
Tennessee
$413K -$217K -1,113 -32%
SP
2071
Stonebrook Private
Michigan
$413K +$35.9K +184 +8%
RWA
2072
Rooted Wealth Advisors
Illinois
$413K -$96.9K -496 -17%
AWS
2073
Arkfeld Wealth Strategies
Nebraska
$413K +$69K +353 +17%
KL
2074
KilterHowling LLC
Colorado
$412K +$93.6K +479 +26%
JPLA
2075
Joseph P. Lucia & Associates
New York
$412K -$416K -2,129 -48%
81 82
83
84 85