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Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
3526
Basso Capital Management
Connecticut
$2.06M +$2.27M +15,880 New
FSG
3527
Financial Strategies Group
Michigan
$2.06M +$209K +1,461 +10%
CAMV
3528
Concord Asset Management (Virginia)
Virginia
$2.06M +$423K +2,958 +23%
FA
3529
Fiducient Advisors
Illinois
$2.06M +$40.6K +284 +2%
CFO
3530
Custos Family Office
Texas
$2.05M +$112K +782 +5%
ACGDR
3531
Atmos Capital Gestao de Recursos
Brazil
$2.05M -$40.9K -286 -2%
OWIM
3532
Old West Investment Management
California
$2.05M -$232K -1,626 -9%
CF
3533
Copperwynd Financial
Arizona
$2.04M -$34.6K -242 -2%
OFS
3534
OneAscent Financial Services
Alabama
$2.04M -$1.6M -11,194 -42%
PAA
3535
Peregrine Asset Advisers
Oregon
$2.04M -$184K -1,291 -8%
AWM
3536
Avaii Wealth Management
Wisconsin
$2.03M +$29.4K +206 +1%
BG
3537
Bollard Group
Massachusetts
$2.03M -$90.6K -634 -4%
RCM
3538
Riverpark Capital Management
New York
$2.03M -$2.99M -20,946 -57%
WFO
3539
Wealthgate Family Office
Colorado
$2.02M – – –
DM
3540
Delphi Management
Massachusetts
$2.02M +$2.23M +15,571 New
UWPG
3541
Ullmann Wealth Partners Group
Florida
$2.02M -$43.9K -307 -2%
ADBIC
3542
A.D. Beadell Investment Counsel
Wisconsin
$2.02M -$70K -490 -3%
CS
3543
Capital Square
Tennessee
$2.02M -$168K -1,176 -7%
RI
3544
Rinkey Investments
California
$2.01M +$39.6K +277 +2%
LK
3545
Lumbard & Kellner
New Hampshire
$2.01M -$115K -805 -5%
SL
3546
Sentinus LLC
Illinois
$2.01M -$43.4K -304 -2%
WHC
3547
Wulff, Hansen & Co
California
$2M -$34.3K -240 -2%
CFO
3548
Collective Family Office
Pennsylvania
$2M -$119K -835 -5%
CFG
3549
CKW Financial Group
Hawaii
$2M -$29.4K -206 -1%
CGA
3550
Channing Global Advisors
Florida
$2M -$60.5K -423 -3%
140 141
142
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