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Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
2401
Bragg Financial Advisors
North Carolina
$810K +$10.1K +50 +1%
SF
2402
Symphony Financial
Texas
$808K +$16.3K +81 +2%
SJIM
2403
St. Johns Investment Management
Florida
$808K +$26.6K +132 +4%
BCM
2404
Basso Capital Management
Connecticut
$807K +$783K +3,885 New
MPW
2405
Monterey Private Wealth
California
$805K -$83.9K -416 -10%
TA
2406
Tectonic Advisors
Texas
$805K -$188K -932 -19%
AWS
2407
Aspen Wealth Strategies
Colorado
$805K +$781K +3,874 New
FFA
2408
Farther Finance Advisors
California
$804K +$780K +3,869 New
SICM
2409
Sustainable Insight Capital Management
New York
$804K +$191K +946 +32%
WHCI
2410
W.H. Cornerstone Investments
Massachusetts
$803K -$67.8K -336 -9%
GD
2411
Grandfield & Dodd
New York
$801K -$27K -134 -3%
MC
2412
Miramar Capital
Illinois
$801K +$24.8K +123 +3%
AWM
2413
Atticus Wealth Management
Florida
$801K -$53.8K -267 -6%
IAS
2414
Investment Advisory Services
Texas
$800K -$12.9K -64 -2%
NEWAS
2415
N.E.W. Advisory Services
Wisconsin
$800K +$10.1K +50 +1%
QPW
2416
Quantum Private Wealth
Florida
$799K +$5.45K +27 +0.7%
PCMN
2417
Paradigm Capital Management (Nevada)
Nevada
$799K +$7.06K +35 +0.9%
SAM
2418
Strategy Asset Managers
California
$798K -$4.44K -22 -0.6%
AWA
2419
AmeriServ Wealth Advisors
Pennsylvania
$797K -$137K -679 -15%
SFG
2420
StrategIQ Financial Group
Indiana
$796K -$14.1K -70 -2%
PPP
2421
Private Portfolio Partners
New Jersey
$794K -$576K -2,858 -43%
CHJWM
2422
Carlton Hofferkamp & Jenks Wealth Management
Texas
$791K +$2.62K +13 +0.4%
PGWM
2423
Pitti Group Wealth Management
New York
$790K +$9.28K +46 +1%
CWM
2424
Connecticut Wealth Management
Connecticut
$785K +$2.22K +11 +0.3%
SAA
2425
Southeast Asset Advisors
Georgia
$785K +$67.4K +334 +10%
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