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Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
3001
Stansberry Asset Management
Texas
$4.84M -$1.9M -10,374 -27%
MLIC
3002
Mandatum Life Insurance Company
Finland
$4.83M +$9.17K +50 +0.2%
RFA
3003
Register Financial Advisors
Georgia
$4.83M -$203K -1,107 -4%
CF
3004
Copperwynd Financial
Arizona
$4.83M +$1.24M +6,763 +32%
PWP
3005
Pursue Wealth Partners
California
$4.82M +$241K +1,316 +5%
LFA
3006
Landmark Financial Advisors
Kentucky
$4.82M -$71.9K -392 -1%
CA
3007
Cortland Associates
Missouri
$4.82M -$69.5K -379 -1%
AA
3008
Altman Advisors
Illinois
$4.81M +$5.16M +28,115 New
RWA
3009
Rainsberger Wealth Advisors
Colorado
$4.8M -$184K -1,002 -3%
BF
3010
Blankinship & Foster
California
$4.8M +$550 +3 +0%
WFA
3011
Wellspring Financial Advisors
Ohio
$4.8M +$613K +3,340 +14%
WDL
3012
Well Done LLC
Michigan
$4.79M +$291K +1,586 +6%
TC
3013
Truvestments Capital
Florida
$4.79M +$103K +560 +2%
HP
3014
Hilltop Partners
Indiana
$4.78M +$288K +1,569 +6%
UAM
3015
Unison Asset Management
Florida
$4.78M +$220K +1,201 +4%
HC
3016
Hamilton Capital
Ohio
$4.76M +$216K +1,180 +4%
TCM
3017
Tandem Capital Management
New Jersey
$4.76M -$33.7K -184 -0.7%
CWG
3018
Crown Wealth Group
North Carolina
$4.76M +$30.3K +165 +0.6%
GSC
3019
Grey Street Capital
Illinois
$4.76M -$32.6K -178 -0.6%
EWA
3020
Evolution Wealth Advisors
Florida
$4.76M -$637K -3,476 -11%
OFS
3021
OneAscent Financial Services
Alabama
$4.74M +$5.08M +27,699 New
SA
3022
SFI Advisors
New Jersey
$4.74M +$42.2K +230 +0.8%
MWPCG
3023
Measured Wealth Private Client Group
New Hampshire
$4.73M -$230K -1,254 -4%
AC
3024
Addison Capital
Pennsylvania
$4.73M +$99.8K +544 +2%
VIA
3025
Vickerman Investment Advisors
Washington
$4.72M -$321K -1,748 -6%
119 120
121
122 123