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Name Holding Trade Value Shares
Change 		Change in
Stake
CVA
2351
Central Valley Advisors
California
$324K -$8.01K -185 -2%
FFB
2352
First Financial Bankshares
Texas
$324K -$9.22K -213 -3%
AGA
2353
Accuvest Global Advisors
Utah
$324K -$230K -5,314 -41%
GIA
2354
GHP Investment Advisors
Colorado
$324K -$41.5K -958 -11%
MWM
2355
MBE Wealth Management
Wisconsin
$324K +$4.85K +112 +2%
FPCP
2356
Fort Point Capital Partners
California
$324K -$25.5K -590 -7%
HT
2357
Headlands Technologies
Illinois
$323K +$324K +7,476 New
CPA
2358
Clear Point Advisors
New York
$323K -$22.5K -519 -6%
BTWM
2359
Brass Tax Wealth Management
Ohio
$323K +$10.5K +242 +3%
AGC
2360
Aspen Grove Capital
Colorado
$322K +$69.3K +1,601 +27%
LF
2361
LifeSteps Financial
California
$322K +$130 +3 +0%
PWM
2362
Partnership Wealth Management
Maryland
$322K – – –
GKWIM
2363
Gerber Kawasaki Wealth & Investment Management
California
$321K +$3.68K +85 +1%
SWGC
2364
Summit Wealth Group (Colorado)
Colorado
$321K +$321K +7,418 New
SC
2365
Saturna Capital
Washington
$321K – – –
NWM
2366
Northwest Wealth Management
Iowa
$320K +$37.8K +872 +13%
IA
2367
Intellus Advisors
Florida
$320K +$6.5K +150 +2%
TW
2368
TritonPoint Wealth
Maryland
$320K +$35.6K +821 +12%
SIC
2369
Samalin Investment Counsel
New York
$319K -$35.6K -821 -10%
AFA
2370
American Financial Advisors
Georgia
$319K +$4.63K +107 +1%
BWG
2371
Beta Wealth Group
California
$319K +$4.81K +111 +2%
TPW
2372
Talon Private Wealth
Florida
$318K +$22.5K +520 +8%
BSTWA
2373
Blake Schutter Theil Wealth Advisors
Ohio
$317K -$234K -5,400 -42%
MWM
2374
MGB Wealth Management
Texas
$317K +$318K +7,332 New
SFC
2375
SYM Financial Corp
Indiana
$317K +$17.8K +410 +6%
93 94
95
96 97