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Name Holding Trade Value Shares
Change 		Change in
Stake
PW
2226
Potentia Wealth
California
$647K -$2.62M -7,858 -76%
RWI
2227
Red Wave Investments
Pennsylvania
$646K -$83.3K -250 -9%
PCA
2228
Purkiss Capital Advisors
Connecticut
$645K -$25.7K -77 -3%
CPBTD
2229
Central Pacific Bank - Trust Division
Hawaii
$645K -$763K -2,290 -48%
RFS
2230
Richardson Financial Services
Massachusetts
$644K -$8.66K -26 -1%
MFF
2231
Michels Family Financial
Texas
$643K +$57.3K +172 +7%
WCM
2232
Wedge Capital Management
North Carolina
$642K -$228K -685 -22%
PHIC
2233
Pine Haven Investment Counsel
Massachusetts
$642K -$50K -150 -6%
HVP
2234
Hudson Value Partners
Florida
$642K +$631K +1,892 +325%
WA
2235
WP Advisors
California
$641K -$38.3K -115 -4%
FA
2236
Fermata Advisors
California
$639K -$66.7K -200 -8%
RWA
2237
Rooted Wealth Advisors
Illinois
$638K +$61K +183 +7%
PSFG
2238
Park Square Financial Group
Georgia
$637K +$148K +443 +22%
VC
2239
Veery Capital
Delaware
$636K +$4K +12 +0.5%
CAL
2240
Capital Advisors Ltd
Ohio
$635K +$130K +391 +19%
UW
2241
Unique Wealth
Florida
$635K -$202K -605 -20%
SCP
2242
Silverleafe Capital Partners
Tennessee
$635K +$568K +1,703 +228%
AMCA
2243
Arthur M. Cohen & Associates
Illinois
$634K -$570K -1,711 -41%
ABTD
2244
Arvest Bank Trust Division
Oklahoma
$634K +$43.3K +130 +6%
BWMG
2245
Barnes Wealth Management Group
California
$631K -$33.3K -100 -4%
WA
2246
Wealthstream Advisors
New York
$629K -$85.3K -256 -10%
PAM
2247
Pegasus Asset Management
New York
$629K +$2.33K +7 +0.3%
PCM
2248
Park Capital Management
Wisconsin
$628K +$13.7K +41 +2%
CWMK
2249
Caliber Wealth Management (Kansas)
Kansas
$628K +$807K +2,422 New
NFA
2250
Northwest Financial Advisors
Virginia
$627K +$10K +30 +1%
88 89
90
91 92