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Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
5301
Sollinda Capital Management
Florida
$547K +$18.3K +83 +3%
PCMC
5302
Paragon Capital Management (Colorado)
Colorado
$546K – – –
SHFC
5303
Safe Harbor Family Capital
North Carolina
$545K -$5.95K -27 -1%
DF
5304
Daviman Financial
Indiana
$545K +$1.54K +7 +0.3%
VWA
5305
Valued Wealth Advisors
Utah
$545K +$172K +783 +43%
HFBOT
5306
Home Federal Bank of Tennessee
Tennessee
$545K +$66.1K +300 +13%
LHEI
5307
Leo H. Evart Inc
California
$544K +$575K +2,612 New
NA
5308
Nottingham Advisors
New York
$543K – – –
JFG
5309
JDM Financial Group
Texas
$543K +$74.6K +339 +15%
STB
5310
S&T Bank
Pennsylvania
$543K +$345K +1,565 +150%
PFO
5311
Pioneer Family Office
Florida
$542K -$66.1K -300 -10%
SC
5312
Soundwatch Capital
Connecticut
$542K – – –
FWSM
5313
First Wilshire Securities Management
California
$538K -$27.7K -126 -5%
GCGM
5314
General Catalyst Group Management
Massachusetts
$538K +$568K +2,582 New
WF
5315
WinCap Financial
Massachusetts
$537K +$28K +127 +5%
WIA
5316
Wetzel Investment Advisors
Indiana
$536K -$90.3K -410 -14%
CLIP
5317
Colter Lewis Investment Partners
Connecticut
$534K +$137K +621 +32%
CH
5318
CDKV Holdings
Colorado
$532K – – –
PWM
5319
Peak Wealth Management
New Hampshire
$531K +$108K +489 +24%
SWM
5320
Steelhead Wealth Management
Virginia
$531K +$562K +2,551 New
RWS
5321
Retirement Wealth Solutions
Wisconsin
$531K +$133K +606 +31%
AWA
5322
AmeriServ Wealth Advisors
Pennsylvania
$530K -$27.1K -123 -5%
SAM
5323
Stembrook Asset Management
New Jersey
$528K – – –
HWA
5324
Hilltop Wealth Advisors
North Carolina
$528K -$2.66M -12,080 -83%
CFM
5325
Cornerstone Financial Management
Massachusetts
$528K -$5.95K -27 -1%
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213
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