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Name Holding Trade Value Shares
Change 		Change in
Stake
IIM
5326
IFC & Insurance Marketing
California
$644K +$73.3K +292 +12%
WIM
5327
Wittenberg Investment Management
Massachusetts
$641K -$25.1M -100,087 -97%
HPM
5328
Hudson Portfolio Management
New York
$641K – – –
CFSG
5329
Clark Financial Services Group
Missouri
$640K +$8.53K +34 +1%
BP
5330
BCK Partners
New York
$640K – – –
FW
5331
Fidato Wealth
Ohio
$640K -$13.1K -52 -2%
SIMC
5332
Squire Investment Management Company
Utah
$639K +$69.5K +277 +12%
BI
5333
Bramshill Investments
Florida
$638K -$376K -1,497 -36%
TA
5334
Townsend & Associates
Colorado
$638K -$90.1K -359 -12%
AIA
5335
Armor Investment Advisors
North Carolina
$637K – – –
WIM
5336
Waycross Investment Management
Washington
$634K – – –
AFG
5337
Arkansas Financial Group
Arkansas
$633K +$21.3K +85 +3%
HFBOT
5338
Home Federal Bank of Tennessee
Tennessee
$633K +$10.3K +41 +2%
BHWA
5339
Beacon Harbor Wealth Advisors
Virginia
$633K +$7.53K +30 +1%
BF
5340
bLong Financial
Tennessee
$632K – – –
BWA
5341
Brave Warrior Advisors
New York
$632K +$314K +1,250 +89%
JFG
5342
JDM Financial Group
Texas
$631K +$10K +40 +2%
CWA
5343
Continuum Wealth Advisors
New York
$630K +$43.9K +175 +7%
BBWP
5344
Beacon Bridge Wealth Partners
Pennsylvania
$627K +$29.6K +118 +5%
FGC
5345
First Growth Capital
Maryland
$624K -$12.8K -51 -2%
PFO
5346
Pioneer Family Office
Florida
$620K – – –
GD
5347
Galaxy Digital
New York
$620K +$653K +2,600 New
SLA
5348
Silver Lake Advisory
Utah
$619K -$98.4K -392 -13%
SWA
5349
ShankerValleau Wealth Advisors
Illinois
$619K -$9.54K -38 -1%
SIMG
5350
Stephens Investment Management Group
Texas
$619K +$27.6K +110 +4%
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