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Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
2901
Consilium Wealth Advisory
Texas
$1,000K +$226K +704 +27%
IP
2902
Ignite Planners
California
$999K -$21.2K -66 -2%
MS
2903
Madden Securities
Texas
$997K – – –
MC
2904
Maren Capital
Illinois
$995K – – –
DTC
2905
Davidson Trust Company
Washington
$995K -$112K -348 -10%
FFB
2906
First Financial Bankshares
Texas
$995K +$1.93K +6 +0.2%
HWMG
2907
Harbour Wealth Management Group
South Carolina
$994K +$181K +564 +21%
MPPW
2908
Mitchell & Pahl Private Wealth
Oklahoma
$994K -$80.7K -251 -7%
AW
2909
Alchemi Wealth
Connecticut
$992K -$1.29K -4 -0.1%
ZCP
2910
Z3 Capital Partners
Virginia
$992K -$42.8K -133 -4%
CWM
2911
Clearview Wealth Management
California
$991K +$1.05M +3,279 New
IWA
2912
Inspirion Wealth Advisors
Illinois
$990K -$12.5K -39 -1%
PW
2913
PUREfi Wealth
Massachusetts
$989K +$139K +431 +15%
SWA
2914
SOA Wealth Advisors
New York
$989K +$127K +396 +2%
WIA
2915
Westbourne Investment Advisors
Maryland
$985K -$32.2K -100 -3%
PAS
2916
PKS Advisory Services
New York
$985K +$315K +980 +31%
DA
2917
Dover Advisors
Virginia
$984K +$65K +202 +7%
RYIA
2918
Roehl & Yi Investment Advisors
Oregon
$984K +$175K +545 +1%
CCM
2919
Cloud Capital Management
Washington
$984K +$43.4K +135 +4%
GCP
2920
Guardian Capital (Pennsylvania)
Pennsylvania
$983K -$629K -1,957 -38%
RA
2921
Rockingstone Advisors
Massachusetts
$982K +$3.22K +10 +0.3%
HAFG
2922
Hansen & Associates Financial Group
California
$981K -$92.6K -288 -8%
SCM
2923
Stevens Capital Management
Pennsylvania
$980K +$1.04M +3,244 New
QFW
2924
QTR Family Wealth
Florida
$975K -$78.8K -245 -7%
MAM
2925
McLaughlin Asset Management
Illinois
$974K – – –
115 116
117
118 119