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Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
3276
HM Capital Management
Missouri
$3.58M +$773K +4,893 +32%
PFT
3277
Providence First Trust
Arizona
$3.58M – – –
KCM
3278
Kendall Capital Management
Maryland
$3.57M -$155K -983 -5%
PG
3279
Prostatis Group
Maryland
$3.57M -$195K -1,236 -6%
IWN
3280
Independent Wealth Network
Iowa
$3.57M +$340K +2,149 +12%
I
3281
IMPACTfolio
Colorado
$3.56M +$3.17M +20,069 New
HA
3282
HC Advisors
Georgia
$3.56M -$129K -819 -4%
MWVC
3283
Morgens Waterfall Vintiadis & Co
New York
$3.55M – – –
VFM
3284
Viking Fund Management
North Dakota
$3.55M – – –
ACM
3285
Alight Capital Management
New York
$3.55M +$3.16M +20,000 New
NRI
3286
NFP Retirement Inc
California
$3.55M -$6.64K -42 -0.2%
SM
3287
SG3 Management
Puerto Rico
$3.55M +$1.18M +7,476 +60%
FF
3288
Fluent Financial
Texas
$3.54M -$104K -661 -3%
CNFG
3289
Creegan & Nassoura Financial Group
New Hampshire
$3.54M – – –
RCM
3290
Regency Capital Management
Hawaii
$3.53M -$1.41M -8,892 -31%
CWMU
3291
Caliber Wealth Management (Utah)
Utah
$3.52M +$158K +998 +5%
LFS
3292
Legacy Financial Strategies
Kansas
$3.52M +$48.5K +307 +2%
EA
3293
Emerald Advisors
Washington
$3.52M +$622K +3,936 +25%
TA
3294
Tectonic Advisors
Texas
$3.51M +$202K +1,276 +7%
BC
3295
Bowman & Company
Wisconsin
$3.51M +$3.12M +19,730 New
WP
3296
Wealthspan Partners
Iowa
$3.5M +$3.12M +19,714 New
VCP
3297
Vista Capital Partners
Oregon
$3.5M +$313K +1,982 +11%
OWM
3298
OneAscent Wealth Management
Alabama
$3.5M +$3.12M +19,713 New
LSWM
3299
Lorne Steinberg Wealth Management
Canada
$3.49M -$56.7K -359 -2%
MGIA
3300
Matthew Goff Investment Advisor
Texas
$3.49M -$339K -2,147 -10%
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132
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