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Name Holding Trade Value Shares
Change 		Change in
Stake
NWM
3251
Northwest Wealth Management
Iowa
$400K -$31.1K -297 -8%
AF
3252
Atala Financial
California
$399K – – –
CCM
3253
Consolidated Capital Management
California
$399K – – –
TWM
3254
Trevian Wealth Management
Massachusetts
$399K +$8.89K +85 +3%
CWMGO
3255
Capstone Wealth Management Group (Oregon)
Oregon
$399K – – –
AIM
3256
Avity Investment Management
Connecticut
$399K – – –
PCS
3257
Private Client Services
Kentucky
$398K -$35.1K -336 -9%
JTF
3258
J. Team Financial
Texas
$398K +$5.23K +50 +1%
ITG
3259
Index Technologies Group
New York
$398K +$4.29K +41 +1%
ICA
3260
Infrastructure Capital Advisors
New York
$398K +$354K +3,385 New
SWK
3261
Stephen W. Kidder
$397K – – –
OIS
3262
OneAscent Investment Solutions
Alabama
$397K +$7.63K +73 +2%
FPW
3263
Fairvoy Private Wealth
Alabama
$396K +$25.5K +244 +8%
AIC
3264
Argus Investors Counsel
New York
$395K -$82.6K -790 -19%
EWP
3265
Elevation Wealth Partners
California
$395K +$213K +2,041 +154%
LA
3266
LM Advisors
California
$395K +$351K +3,361 New
CFG
3267
Compton Financial Group
Maryland
$395K +$837 +8 +0.2%
HVP
3268
Hudson Value Partners
Florida
$394K +$1.99K +19 +0.6%
FSCM
3269
Front Street Capital Management
Montana
$393K -$29.3K -280 -8%
SWM
3270
Steinberganna Wealth Management
New York
$393K +$941 +9 +0.3%
PWS
3271
Pursuit Wealth Strategies
North Carolina
$393K -$6.59K -63 -2%
PAG
3272
Private Advisory Group
Washington
$393K -$117K -1,114 -25%
ES
3273
ETF Store
Kansas
$392K +$1.15K +11 +0.3%
RIP
3274
RAM Investment Partners
Washington
$392K +$2.2K +21 +0.6%
YWM
3275
Yukon Wealth Management
Kansas
$391K +$40.5K +387 +13%
129 130
131
132 133