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Name Holding Trade Value Shares
Change 		Change in
Stake
TCPWM
2601
Traverso Chambers Private Wealth Management
California
$758K +$7.45K +31 +1%
CD
2602
Chapin Davis
Maryland
$758K -$47.6K -198 -6%
LA
2603
LexAurum Advisors
Kansas
$757K +$241K +1,003 +44%
MSA
2604
Marino Stram & Associates
Massachusetts
$755K +$66.3K +276 +9%
WA
2605
Waddell & Associates
Tennessee
$751K +$1.68K +7 +0.2%
IWA
2606
Inspirion Wealth Advisors
Illinois
$750K -$9.62K -40 -1%
SIG
2607
Sargent Investment Group
Maryland
$748K +$28.6K +119 +4%
MTWM
2608
Masso Torrence Wealth Management
New Jersey
$748K +$36.5K +152 +5%
NEWAS
2609
N.E.W. Advisory Services
Wisconsin
$748K -$37.5K -156 -5%
RWS
2610
Resolute Wealth Strategies
Mississippi
$747K +$17.8K +74 +2%
KCM
2611
KRS Capital Management
Michigan
$746K – – –
BIAS
2612
Beacon Investment Advisory Services
New Jersey
$746K +$18.7K +78 +2%
EVM
2613
Evelyn V. Moreno
$745K +$779K +3,241 New
FBA
2614
Front Barnett Associates
Illinois
$745K – – –
CNBT
2615
Cornerstone National Bank & Trust
Illinois
$743K -$10.8K -45 -1%
TI
2616
Truepoint Inc
Ohio
$742K +$259K +1,077 +50%
CWP
2617
Core Wealth Partners
California
$742K – – –
EAM
2618
Evanson Asset Management
California
$740K -$96.1K -400 -11%
LWM
2619
Liberty Wealth Management
California
$740K -$54.6K -227 -7%
CPA
2620
Cardiff Park Advisors
California
$738K – – –
FPWM
2621
FSB Premier Wealth Management
Iowa
$738K +$33.9K +141 +5%
CM
2622
Capula Management
Cayman Islands
$736K +$769K +3,201 New
D
2623
Diversified
Delaware
$736K +$12.3K +51 +2%
KA
2624
Kearns & Associates
California
$736K – – –
KFA
2625
Kapstone Financial Advisors
Ohio
$735K – – –
103 104
105
106 107