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Name Holding Trade Value Shares
Change 		Change in
Stake
XWL
2101
XXI Wealth LLC
Illinois
$462K +$460K +11,346 New
JC
2102
Jacobs & Co
California
$462K -$128K -3,150 -22%
VFG
2103
Victory Financial Group
Texas
$462K -$178K -4,397 -28%
PWM
2104
Palacios Wealth Management
Florida
$462K -$273K -6,734 -37%
DIP
2105
Davis Investment Partners
North Carolina
$462K -$4.14K -102 -0.9%
SSC
2106
Syverson Strege & Co
Iowa
$462K -$24.6K -607 -5%
AAG
2107
Asset Advisory Group
New Jersey
$461K +$460K +11,331 New
MEG
2108
Millstone Evans Group
Colorado
$461K -$17.2K -425 -4%
CAM
2109
Campion Asset Management
Virginia
$461K -$19.6K -483 -4%
HA
2110
Huntleigh Advisors
Missouri
$460K +$93.9K +2,316 +26%
M
2111
Mirova
France
$460K -$2.32M -57,236 -84%
RCI
2112
RS Crum Inc
California
$460K – – –
MQWP
2113
Morey & Quinn Wealth Partners
Nebraska
$460K -$13.2K -326 -3%
RPC
2114
Rossmore Private Capital
Connecticut
$460K -$42.4K -1,046 -8%
HWA
2115
HCR Wealth Advisors
California
$459K -$2.19K -54 -0.5%
SFG
2116
Sowa Financial Group
Rhode Island
$458K +$3.61K +89 +0.8%
OBAM
2117
ODDO BHF Asset Management
France
$458K +$101K +2,500 +29%
PWP
2118
Phillips Wealth Planners
Mississippi
$457K -$124K -3,053 -21%
RWP
2119
Ridgecrest Wealth Partners
California
$454K -$350K -8,625 -44%
SCP
2120
Sivia Capital Partners
California
$453K -$5.27K -130 -1%
CHAM
2121
Clear Harbor Asset Management
Connecticut
$453K +$16.5K +407 +4%
MAG
2122
MRA Advisory Group
New Jersey
$453K -$84.2K -2,075 -16%
OAM
2123
Occidental Asset Management
California
$452K -$116K -2,854 -20%
EWS
2124
Eagle Wealth Strategies
New Jersey
$452K -$88.9K -2,191 -17%
SAM
2125
Sagewood Asset Management
New York
$451K +$450K +11,082 New
83 84
85
86 87