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Name Holding Trade Value Shares
Change 		Change in
Stake
FCM
1276
Fairbanks Capital Management
California
$806K -$59.4K -267 -7%
SWGC
1277
Summit Wealth Group (Colorado)
Colorado
$806K +$232K +1,044 +39%
OBWG
1278
Onyx Bridge Wealth Group
New York
$803K +$1.56K +7 +0.2%
AWAU
1279
Alliance Wealth Advisors (Utah)
Utah
$803K -$426K -1,917 -34%
FRM
1280
Fox Run Management
Connecticut
$802K -$445K -2,001 -35%
LSA
1281
L & S Advisors
California
$802K +$24.5K +110 +3%
GBFG
1282
Gerald Baker Financial Group
Texas
$802K +$117K +528 +17%
PAS
1283
Professional Advisory Services
Florida
$800K – – –
LF
1284
Lantz Financial
Illinois
$796K -$42K -189 -5%
PCM
1285
Pointe Capital Management
Michigan
$796K – – –
NWAG
1286
Net Worth Advisory Group
Utah
$795K -$72.5K -326 -8%
CCM
1287
Capstone Capital Management
$795K -$1.31M -5,887 -34%
ML
1288
Mayport LLC
Massachusetts
$794K -$218K -978 -21%
LWMNY
1289
Landmark Wealth Management (New York)
New York
$791K +$445 +2 +0.1%
HKIM
1290
Hayek Kallen Investment Management
Alabama
$790K – – –
IPW
1291
Impact Partnership Wealth
Georgia
$789K +$36.5K +164 +5%
ACM
1292
Aljian Capital Management
Nevada
$789K +$5.56K +25 +0.7%
RC
1293
Roundview Capital
New Jersey
$788K -$486K -2,184 -38%
ICP
1294
Interchange Capital Partners
Pennsylvania
$787K +$459K +2,065 +132%
SN
1295
Sittner & Nelson
Oregon
$781K +$1.78K +8 +0.2%
CSC
1296
Caldwell Sutter Capital
California
$780K -$46.9K -211 -6%
VFG
1297
Victory Financial Group
Texas
$778K -$181K -814 -18%
BOSSRA
1298
B.O.S.S. Retirement Advisors
Utah
$778K +$92.8K +417 +13%
CIC
1299
Carnegie Investment Counsel
Ohio
$776K -$8.45K -38 -1%
CFO
1300
Custos Family Office
Texas
$774K – – –
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