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Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
2201
HBC Financial Services
Washington
$511K – – –
CF
2202
Clarity Financial
Texas
$511K +$273K +1,149 +127%
MC
2203
Merlin Capital
Rhode Island
$510K +$2.38K +10 +0.5%
LCGC
2204
Legacy Capital Group California
California
$508K -$1.43M -5,999 -75%
MWS
2205
Maxwell Wealth Strategies
California
$508K +$486K +2,045 New
MFA
2206
Morling Financial Advisors
California
$508K +$37.5K +158 +8%
SCA
2207
Scott Capital Advisors
Oregon
$506K – – –
WTA
2208
Washington Trust Advisors
Massachusetts
$505K +$123K +518 +34%
GGS
2209
Galvin Gaustad & Stein
Arizona
$505K -$14.3K -60 -3%
WWP
2210
Waypoint Wealth Partners
California
$504K +$7.13K +30 +2%
PFA
2211
Pathway Financial Advisors
Vermont
$502K +$208K +874 +76%
SHFA
2212
SS&H Financial Advisors
Michigan
$502K -$47.5K -200 -9%
LFG
2213
Lazard Frères Gestion
France
$502K – – –
C1AG
2214
Client 1st Advisory Group
Florida
$502K -$247K -1,040 -34%
AWM
2215
Aprio Wealth Management
Georgia
$502K -$1.66K -7 -0.3%
IA
2216
Inspire Advisors
Idaho
$501K +$21.9K +92 +5%
BCM
2217
Becker Capital Management
Oregon
$500K +$9.51K +40 +2%
CB
2218
Cadence Bank
Mississippi
$500K – – –
JWM
2219
Janiczek Wealth Management
Colorado
$500K +$19.7K +83 +4%
FS
2220
Financial Symmetry
North Carolina
$499K +$477K +2,007 New
S4W
2221
Solutions 4 Wealth
Texas
$498K +$477K +2,005 New
SIG
2222
Stonegate Investment Group
Alabama
$498K +$7.13K +30 +2%
VFG
2223
Victory Financial Group
Texas
$497K +$476K +2,002 New
NFC
2224
Northeast Financial Consultants
Connecticut
$497K +$1.66K +7 +0.4%
PFM
2225
Peak Financial Management
Massachusetts
$496K -$89.4K -376 -16%
87 88
89
90 91