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Name Holding Trade Value Shares
Change 		Change in
Stake
SGCA
3376
Steel Grove Capital Advisors
Tennessee
$6.01M – – –
ABWM
3377
Alpine Bank Wealth Management
Colorado
$6.01M -$32.5K -144 -0.6%
CCA
3378
Cypress Capital Advisors
Tennessee
$6M -$81.3K -360 -2%
DIP
3379
Davis Investment Partners
North Carolina
$6M -$14K -62 -0.3%
FCM
3380
Fire Capital Management
California
$6M +$2.47M +10,913 +86%
AAM
3381
Austin Asset Management
Texas
$5.99M -$59.2K -262 -1%
AFA
3382
Allium Financial Advisors
Oregon
$5.97M -$366K -1,622 -6%
HA
3383
Helium Advisors
Washington
$5.97M -$1.19M -5,278 -18%
CG
3384
Corundum Group
Colorado
$5.97M -$106K -470 -2%
BWCS
3385
Beirne Wealth Consulting Services
Connecticut
$5.97M +$1.48M +6,544 +39%
NWMP
3386
Noble Wealth Management PBC
Colorado
$5.96M +$5.29M +23,424 New
CWM
3387
Collaborative Wealth Management
Florida
$5.96M -$42.5K -188 -0.8%
BIA
3388
BHK Investment Advisors
Alabama
$5.96M -$22.6K -100 -0.4%
TIM
3389
Tevis Investment Management
Texas
$5.96M -$13.6K -60 -0.3%
CFA
3390
Camarda Financial Advisors
Florida
$5.96M +$240K +1,064 +5%
XT
3391
XTX Topco
Cayman Islands
$5.96M -$2.36M -10,446 -31%
HP
3392
Holistic Planning
Texas
$5.96M +$136K +601 +3%
RWI
3393
Red Wave Investments
Pennsylvania
$5.96M -$27.8K -123 -0.5%
OAJ
3394
Ogorek Anthony Joseph
New York
$5.94M -$8.81K -39 -0.2%
SCM
3395
Spreng Capital Management
Ohio
$5.94M -$142K -629 -3%
JTF
3396
J. Team Financial
Texas
$5.93M +$5.26M +23,281 New
WAG
3397
Wiser Advisor Group
Arizona
$5.93M -$44.3K -196 -0.8%
FC
3398
Fairscale Capital
New Hampshire
$5.92M -$11.7K -52 -0.2%
SC
3399
Seldon Capital
California
$5.92M – – –
UWP
3400
Uniting Wealth Partners
Kansas
$5.92M +$2.38M +10,516 +82%
134 135
136
137 138