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Name Holding Trade Value Shares
Change 		Change in
Stake
KC
5076
Kinloch Capital
Virginia
$1.79M +$156K +545 +10%
DRP
5077
Decker Retirement Planning
Utah
$1.79M +$138K +481 +8%
FFG
5078
Fortress Financial Group
Minnesota
$1.79M -$502K -1,754 -22%
RC
5079
Resolute Capital
South Carolina
$1.79M +$754K +2,636 +74%
NPPM
5080
North Point Portfolio Managers
Ohio
$1.78M -$25.7K -90 -1%
FCM
5081
Fairbanks Capital Management
California
$1.78M -$1.67M -5,847 -49%
WFC
5082
Western Financial Corp
California
$1.78M -$87.8K -307 -5%
CIM
5083
Catalyst Investment Management
New Hampshire
$1.78M +$20.6K +72 +1%
GPCM
5084
Guardsman Private Capital Management
Florida
$1.77M – – –
OFO
5085
OneAscent Family Office
Alabama
$1.77M +$463K +1,618 +36%
PFS
5086
Professional Financial Solutions
Virginia
$1.77M +$9.15K +32 +0.5%
MGIA
5087
Matthew Goff Investment Advisor
Texas
$1.77M -$32.9K -115 -2%
EGM
5088
Engineers Gate Manager
New York
$1.77M -$9.42M -32,946 -84%
WWM
5089
Walser Wealth Management
Florida
$1.77M -$1.12M -3,921 -39%
SAMC
5090
Spectrum Asset Management (California)
California
$1.77M +$389K +1,361 +29%
GWM
5091
Greenhouse Wealth Management
Connecticut
$1.77M – – –
BJF
5092
Blue Jean Financial
New York
$1.77M -$2.4M -8,407 -58%
ACM
5093
Adalta Capital Management
New York
$1.76M -$402K -1,405 -19%
LC
5094
Lavelle Capital
California
$1.76M +$12K +42 +0.7%
GHI
5095
Gross & Hartman Investments
Pennsylvania
$1.76M -$139K -487 -7%
ACM
5096
Altrius Capital Management
North Carolina
$1.76M -$19.2K -67 -1%
CFG
5097
Compton Financial Group
Maryland
$1.76M +$14.6K +51 +0.8%
RRA
5098
Red Reef Advisors
Florida
$1.75M +$59.2K +207 +4%
BLWM
5099
Bucket List Wealth Management
Florida
$1.75M +$32.6K +114 +2%
NWA
5100
Northwest Wealth Advisors
Washington
$1.75M +$29.2K +102 +2%
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204
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