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Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
2926
Osterweis Capital Management
California
$62K +$10.3K +210 +21%
HWM
2927
HighMark Wealth Management
Minnesota
$61.4K +$13.4K +272 +30%
MCA
2928
Maryland Capital Advisors
Maryland
$60.6K +$10.2K +207 +21%
ODG
2929
O'Dell Group
Ohio
$60.2K +$57.2K +1,163 New
RWM
2930
Ruedi Wealth Management
Illinois
$60.2K +$98 +2 +0.2%
EWP
2931
Elevation Wealth Partners
California
$60.1K -$20.1K -408 -26%
GM
2932
GeoWealth Management
Illinois
$59K +$27.6K +561 +96%
DI
2933
Disciplined Investments
Oklahoma
$58.5K +$1.23K +25 +2%
QL
2934
Quarry LP
New York
$57.3K -$551K -11,205 -91%
ICM
2935
Intrepid Capital Management
Florida
$56K +$53.3K +1,083 New
RWM
2936
Raffa Wealth Management
District of Columbia
$54.3K -$14.4K -293 -22%
JAM
2937
JCIC Asset Management
Ontario, Canada
$53.8K – – –
FWA
2938
FSC Wealth Advisors
New York
$53.2K +$344 +7 +0.7%
WAS
2939
Winch Advisory Services
Wisconsin
$53K +$344 +7 +0.7%
BCA
2940
Bray Capital Advisors
Florida
$52.7K -$23K -468 -31%
SIS
2941
Strategic Investment Solutions
Illinois
$52K -$10.2K -208 -17%
MFT
2942
Moisand Fitzgerald Tamayo
Florida
$51.4K – – –
SF
2943
Safeguard Financial
Wisconsin
$51K +$49.3K +1,003 New
SFG
2944
Steward Financial Group
Texas
$48K -$4.23K -86 -8%
RTL
2945
Red Tortoise LLC
Georgia
$46.7K – – –
DF
2946
DecisionPoint Financial
Arizona
$45.8K – – –
VF
2947
VitalStone Financial
Texas
$45K +$42.5K +864 New
TCPG
2948
Trivant Custom Portfolio Group
California
$43.9K – – –
CWM
2949
Cedar Wealth Management
California
$41.9K – – –
BSWA
2950
Bromfield Sneider Wealth Advisors
Massachusetts
$41.4K – – –
116 117
118
119 120