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Name Holding Trade Value Shares
Change 		Change in
Stake
SFPG
3626
Stonebridge Financial Planning Group
Florida
$2.45M +$4.58K +25 +0.2%
SSWG
3627
Seven Springs Wealth Group
Tennessee
$2.45M – – –
CIR
3628
Clear Investment Research
Georgia
$2.44M +$23.8K +130 +0.9%
FCM
3629
Fortis Capital Management
Washington
$2.44M +$138K +752 +6%
WCM
3630
Wallace Capital Management
Texas
$2.44M -$45.8K -250 -2%
CAS
3631
Coppell Advisory Solutions
Texas
$2.44M -$291K -1,586 -8%
OWM
3632
OneAscent Wealth Management
Alabama
$2.43M +$2.61M +14,212 New
KCM
3633
Kennicott Capital Management
California
$2.43M -$5.85M -31,912 -69%
GIM
3634
Greenwich Investment Management
Connecticut
$2.42M -$128K -700 -5%
AWMT
3635
AAFMAA Wealth Management & Trust
North Carolina
$2.42M -$795K -4,334 -23%
CPW
3636
Catalyst Private Wealth
California
$2.42M -$188K -1,025 -7%
CWA
3637
Capital Wealth Alliance
Arizona
$2.41M -$50.2K -274 -2%
RCG
3638
Rock Creek Group
District of Columbia
$2.41M -$1.19M -6,499 -32%
MAA
3639
Mraz Amerine & Associates
California
$2.41M -$77.8K -424 -3%
BCM
3640
Barden Capital Management
Texas
$2.4M +$275K +1,501 +12%
WWM
3641
WJ Wealth Management
Arizona
$2.4M +$49.5K +270 +2%
CGF
3642
Constant Guidance Financial
Massachusetts
$2.4M +$2.54M +13,869 New
PFA
3643
Peak Financial Advisors
Colorado
$2.4M +$299K +1,629 +13%
RGI
3644
River Global Investors
United Kingdom
$2.39M – – –
GIM
3645
Groesbeck Investment Management
New Jersey
$2.39M +$45.8K +250 +2%
FF
3646
Francis Financial
$2.38M +$35K +191 +1%
F4L
3647
Fortune 45 LLC
Louisiana
$2.38M +$4.58K +25 +0.2%
RCM
3648
Raleigh Capital Management
North Carolina
$2.37M +$130K +709 +5%
HIC
3649
Harvey Investment Company
Kentucky
$2.37M -$183K -1,000 -7%
RA
3650
Rise Advisors
New York
$2.36M +$162K +885 +7%
144 145
146
147 148