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Name Holding Trade Value Shares
Change 		Change in
Stake
MP
3176
Moment Partners
California
$718K -$322 -1 -0%
FPH
3177
Financial Planning Hawaii
Hawaii
$718K – – –
FWP
3178
Forefront Wealth Partners
Texas
$717K +$123K +383 +19%
KFS
3179
Kaizen Financial Strategies
California
$717K -$137K -426 -16%
JRPCML
3180
J. R. Prunier Capital Management LLC
Massachusetts
$714K -$354K -1,100 -32%
VAG
3181
VisionPoint Advisory Group
Texas
$713K -$355K -1,104 -32%
1CP
3182
1015 Capital Partners
Pennsylvania
$713K -$1.29K -4 -0.2%
LCM
3183
LVM Capital Management
Michigan
$712K +$82K +255 +12%
CWM
3184
Cahaba Wealth Management
Georgia
$710K -$11.9K -37 -2%
RB
3185
Renasant Bank
Mississippi
$710K -$213K -663 -22%
WAG
3186
Wallace Advisory Group
California
$705K -$42.8K -133 -5%
HTHT
3187
Hemenway Trust Hemenway Trust
New Hampshire
$705K +$26.4K +82 +4%
SCP
3188
Sivia Capital Partners
California
$704K -$547K -1,702 -42%
CG
3189
Carmignac Gestion
France
$704K -$2.64M -8,224 -78%
MWA
3190
Madson Wealth Advisors
California
$701K +$746K +2,320 New
BW
3191
Blalock Williams
Alabama
$701K -$6.75K -21 -0.9%
TA
3192
Tactive Advisors
Florida
$700K -$11.6K -36 -2%
JJBC
3193
James J. Burns & Company
New York
$700K +$643 +2 +0.1%
PA
3194
Persium Advisors
Georgia
$700K +$107K +334 +17%
SCA
3195
Sage Capital Advisors
South Dakota
$699K +$1.93K +6 +0.3%
WCA
3196
Westover Capital Advisors
Delaware
$698K -$986K -3,065 -57%
FSBI
3197
Fearless Solutions (Best Invest)
Texas
$697K – – –
MC
3198
Matters Capital
Florida
$697K – – –
SGFG
3199
Silver Grove Financial Group
New York
$697K -$26K -81 -3%
CPWA
3200
Cerro Pacific Wealth Advisors
California
$697K +$38.3K +119 +5%
126 127
128
129 130