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Name Holding Trade Value Shares
Change 		Change in
Stake
PGCM
1676
Prescott Group Capital Management
Oklahoma
$735K – – –
AGP
1677
Autumn Glory Partners
Texas
$731K -$16.6K -43 -2%
CNTOF
1678
Canandaigua National Trust of Florida
New York
$727K -$15K -39 -2%
HWM
1679
Hohimer Wealth Management
Washington
$727K +$724K +1,880 New
BTWM
1680
Brass Tax Wealth Management
Ohio
$726K – – –
BOM
1681
Bank of Marin
California
$725K – – –
OFS
1682
OneAscent Financial Services
Alabama
$725K +$356K +924 +98%
ACM
1683
Aster Capital Management
United Arab Emirates
$724K +$721K +1,871 New
BAM
1684
Brave Asset Management
New Jersey
$720K -$91.3K -237 -11%
KIC
1685
Kensington Investment Counsel
California
$720K -$33.9K -88 -5%
IA
1686
Intellus Advisors
Florida
$720K +$11.6K +30 +2%
BC
1687
Bridgefront Capital
Texas
$719K -$217K -562 -23%
BMA
1688
Brooks Moore & Associates
Tennessee
$717K +$134K +347 +21%
RIL
1689
Rothschild Investment LLC
Illinois
$713K -$111K -287 -13%
DBIA
1690
Dumont & Blake Investment Advisors
New Jersey
$706K +$703K +1,824 New
RFS
1691
Richardson Financial Services
Massachusetts
$704K +$771 +2 +0.1%
PDL
1692
Portfolio Design Labs
California
$703K -$20K -52 -3%
PIA
1693
Perennial Investment Advisors
California
$703K +$45.1K +117 +7%
APW
1694
Acima Private Wealth
Virginia
$702K – – –
TBC
1695
Ted Buchan & Co
California
$702K +$172K +447 +33%
ACL
1696
Applied Capital LLC
Florida
$701K +$455K +1,180 +187%
DWM
1697
DecisionMap Wealth Management
Virginia
$701K +$44.7K +116 +7%
OWP
1698
ORG Wealth Partners
Texas
$700K +$137K +355 +25%
CWA
1699
Crux Wealth Advisors
California
$699K +$242K +628 +53%
LDB
1700
Lee, Danner & Bass
Tennessee
$699K +$697K +1,808 New
66 67
68
69 70