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Name Holding Trade Value Shares
Change 		Change in
Stake
FCC
2726
Flower City Capital
New York
$263K – – –
NFSG
2727
Newbridge Financial Services Group
Florida
$262K +$75.1K +1,505 +40%
TFO
2728
Tarbox Family Office
California
$262K +$262K +5,258 New
CSWG
2729
Cardinal Strategic Wealth Guidance
Kentucky
$261K -$59.9K -1,200 -19%
LFG
2730
Lockerman Financial Group
California
$260K -$798 -16 -0.3%
HA
2731
Hofer & Associates
California
$258K +$13.4K +269 +5%
MAM
2732
Montchanin Asset Management
Delaware
$258K +$257K +5,160 New
FL
2733
Fort LP
Maryland
$258K -$24.6K -493 -9%
BRG
2734
Bay Rivers Group
Virginia
$258K +$4.79K +96 +2%
AIP
2735
Almanack Investment Partners
Pennsylvania
$258K +$27.4K +550 +12%
WFA
2736
WMG Financial Advisors
Tennessee
$257K -$24.7K -496 -9%
CFS
2737
CGC Financial Services
Oregon
$256K – – –
BIP
2738
Blueprint Investment Partners
North Carolina
$256K +$649 +13 +0.3%
PAG
2739
Powers Advisory Group
Illinois
$256K +$9.08K +182 +4%
PP
2740
PFS Partners
New Jersey
$255K +$449 +9 +0.2%
I
2741
IMPACTfolio
Colorado
$254K +$5.09K +102 +2%
RWM
2742
Rockline Wealth Management
New York
$254K -$2.85M -57,116 -92%
UWPG
2743
Ullmann Wealth Partners Group
Florida
$253K +$20K +401 +9%
VFG
2744
V2 Financial group
Illinois
$253K +$150 +3 +0.1%
LC
2745
Lincoln Capital
Nebraska
$253K – – –
BGAI
2746
Bruce G. Allen Investments
Colorado
$252K -$8.43K -169 -3%
BEAM
2747
Baker Ellis Asset Management
Washington
$252K – – –
OFS
2748
OneAscent Financial Services
Alabama
$252K -$4.44K -89 -2%
BA
2749
Ballast Advisors
Minnesota
$252K -$85.8K -1,720 -25%
CAWM
2750
Capital Advisors Wealth Management
Washington
$251K -$28.5K -571 -10%
108 109
110
111 112