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Name Holding Trade Value Shares
Change 		Change in
Stake
JSL
2276
JT Stratford LLC
Georgia
$781K -$242K -1,032 -23%
SAM
2277
SignalPoint Asset Management
Missouri
$781K +$35.2K +150 +4%
PCWA
2278
Pacific Capital Wealth Advisors
California
$781K +$84.4K +360 +11%
LAI
2279
Legal Advantage Investments
California
$780K – – –
AWP
2280
Accretive Wealth Partners
New Jersey
$780K +$59.6K +254 +8%
PL
2281
Plancorp LLC
Missouri
$779K +$72.7K +310 +10%
LWP
2282
Lumature Wealth Partners
Georgia
$778K +$71.5K +305 +10%
RSC
2283
Red Spruce Capital
Pennsylvania
$776K +$3.99K +17 +0.5%
PDM
2284
Penn Davis McFarland
Texas
$774K – – –
GF
2285
Gries Financial
Ohio
$770K -$38K -162 -4%
AWP
2286
Abacus Wealth Partners
California
$769K -$138K -590 -15%
AFM
2287
Andesa Financial Management
Pennsylvania
$768K -$185K -787 -19%
NED
2288
Nancy E. Dempze
$765K -$93.8K -400 -10%
IAS
2289
Investment Advisory Services
Texas
$764K +$20.2K +86 +3%
VAM
2290
Verity Asset Management
North Carolina
$762K -$8.44K -36 -1%
MPW
2291
Monterey Private Wealth
California
$762K +$234 +1 +0%
LJAC
2292
L.J. Altfest & Co
New York
$759K +$83.7K +357 +12%
IP
2293
Interval Partners
New York
$757K -$254K -1,083 -24%
FCB
2294
First Command Bank
Texas
$755K +$51.1K +218 +7%
FCFS
2295
First Command Financial Services
Texas
$755K +$51.1K +218 +7%
BHBT
2296
Burke & Herbert Bank & Trust
Virginia
$754K – – –
PCM
2297
Pointe Capital Management
Michigan
$754K +$63.8K +272 +9%
ACA
2298
Ackerman Capital Advisors
Texas
$749K – – –
CWP
2299
Curated Wealth Partners
California
$747K -$1.88K -8 -0.2%
DA
2300
Detalus Advisors
Missouri
$746K +$4.46K +19 +0.6%
90 91
92
93 94