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Name Holding Trade Value Shares
Change 		Change in
Stake
SIAG
2776
Safeguard Investment Advisory Group
California
$863K -$27.6K -100 -3%
AC
2777
Annandale Capital
Texas
$861K – – –
CG
2778
Cynosure Group
Utah
$860K -$6.02M -21,800 -88%
LA
2779
Latitude Advisors
Florida
$858K -$16K -58 -2%
SB
2780
Sunflower Bank
Texas
$853K -$23.5K -85 -3%
OW
2781
Olistico Wealth
Oklahoma
$853K -$120K -433 -12%
PCMC
2782
Planning Capital Management Corporation
Pennsylvania
$852K +$27.6K +100 +3%
HA
2783
Hamel Associates
New Jersey
$851K – – –
VAG
2784
VisionPoint Advisory Group
Texas
$849K +$276K +1,000 +49%
DMBA
2785
Deseret Mutual Benefit Administrators
Utah
$846K -$32.6K -118 -4%
MWA
2786
Monograph Wealth Advisors
California
$841K -$464K -1,680 -36%
WPA
2787
West Paces Advisors
Georgia
$840K +$8.28K +30 +1%
IWP
2788
Invenio Wealth Partners
Florida
$838K -$27.6K -100 -3%
CPM
2789
Connective Portfolio Management
New York
$837K +$828K +3,000 New
CG
2790
Cutler Group
California
$837K -$173K -628 -17%
RCM
2791
Requisite Capital Management
Texas
$835K – – –
NFA
2792
Northwest Financial Advisors
Virginia
$835K – – –
DCM
2793
DGS Capital Management
New Jersey
$834K +$253K +915 +44%
VCM
2794
Versant Capital Management
Arizona
$834K -$3.59K -13 -0.4%
MJP
2795
Michael J. Puzo
$833K -$62.1K -225 -7%
OPWM
2796
Oakwell Private Wealth Management
Texas
$832K +$63.8K +231 +8%
SAI
2797
Savvy Advisors Inc
New York
$829K +$194K +702 +31%
WA
2798
Waddell & Associates
Tennessee
$827K +$14.1K +51 +2%
RLIM
2799
Red Lighthouse Investment Management
New York
$827K +$2.21K +8 +0.3%
ACP
2800
Arcus Capital Partners
Georgia
$826K +$817K +2,959 New
110 111
112
113 114