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Name Holding Trade Value Shares
Change 		Change in
Stake
NFSG
2726
Newbridge Financial Services Group
Florida
$262K +$75.1K +1,505 +40%
TFO
2727
Tarbox Family Office
California
$262K +$262K +5,258 New
CSWG
2728
Cardinal Strategic Wealth Guidance
Kentucky
$261K -$59.9K -1,200 -19%
LFG
2729
Lockerman Financial Group
California
$260K -$798 -16 -0.3%
HA
2730
Hofer & Associates
California
$258K +$13.4K +269 +5%
MAM
2731
Montchanin Asset Management
Delaware
$258K +$257K +5,160 New
FL
2732
Fort LP
Maryland
$258K -$24.6K -493 -9%
BRG
2733
Bay Rivers Group
Virginia
$258K +$4.79K +96 +2%
AIP
2734
Almanack Investment Partners
Pennsylvania
$258K +$27.4K +550 +12%
WFA
2735
WMG Financial Advisors
Tennessee
$257K -$24.7K -496 -9%
CFS
2736
CGC Financial Services
Oregon
$256K – – –
BIP
2737
Blueprint Investment Partners
North Carolina
$256K +$649 +13 +0.3%
PAG
2738
Powers Advisory Group
Illinois
$256K +$9.08K +182 +4%
PP
2739
PFS Partners
New Jersey
$255K +$449 +9 +0.2%
I
2740
IMPACTfolio
Colorado
$254K +$5.09K +102 +2%
RWM
2741
Rockline Wealth Management
New York
$254K -$2.85M -57,116 -92%
UWPG
2742
Ullmann Wealth Partners Group
Florida
$253K +$20K +401 +9%
VFG
2743
V2 Financial group
Illinois
$253K +$150 +3 +0.1%
LC
2744
Lincoln Capital
Nebraska
$253K – – –
BGAI
2745
Bruce G. Allen Investments
Colorado
$252K -$8.43K -169 -3%
BEAM
2746
Baker Ellis Asset Management
Washington
$252K – – –
OFS
2747
OneAscent Financial Services
Alabama
$252K -$4.44K -89 -2%
BA
2748
Ballast Advisors
Minnesota
$252K -$85.8K -1,720 -25%
CAWM
2749
Capital Advisors Wealth Management
Washington
$251K -$28.5K -571 -10%
PA
2750
Prossimo Advisors
California
$251K -$128K -2,565 -34%
108 109
110
111 112