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Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
2476
WNY Asset Management
New York
$625K +$2.68K +18 +0.4%
RA
2477
Ruggaard & Associates
Ohio
$625K -$8.93K -60 -1%
AWM
2478
Aberdeen Wealth Management
Illinois
$624K -$45.1K -303 -7%
RWP
2479
Revolve Wealth Partners
New Jersey
$624K +$145K +976 +30%
CGA
2480
Crescent Grove Advisors
Illinois
$622K -$196K -1,318 -24%
ACA
2481
Affinity Capital Advisors
California
$622K -$37.1K -249 -6%
TAM
2482
Tucker Asset Management
Colorado
$622K +$155K +1,044 +33%
OCG
2483
Opus Capital Group
Ohio
$622K -$55.2K -371 -8%
FFM
2484
Fullerton Fund Management
Singapore
$620K -$358K -2,405 -36%
DMBA
2485
Deseret Mutual Benefit Administrators
Utah
$619K +$50K +336 +9%
FI
2486
Fractal Investments
Connecticut
$619K – – –
TLA
2487
Tanglewood Legacy Advisors
Texas
$618K +$2.98K +20 +0.5%
C1AG
2488
Client 1st Advisory Group
Florida
$618K +$90.9K +611 +17%
BWP
2489
BSW Wealth Partners
Colorado
$618K +$78.3K +526 +14%
LCM
2490
Lazari Capital Management
California
$618K +$19.1K +128 +3%
JLBC
2491
J.L. Bainbridge & Co
Florida
$618K -$15.9K -107 -2%
BHWM
2492
Beaird Harris Wealth Management
Texas
$617K -$188K -1,263 -23%
AFO
2493
Arrowroot Family Office
California
$617K +$298 +2 +0%
TSWM
2494
Tyler-Stone Wealth Management
Ohio
$614K +$357K +2,397 +135%
RFP
2495
Root Financial Partners
California
$613K +$5.36K +36 +0.9%
IA
2496
Inspire Advisors
Idaho
$613K +$5.51K +37 +0.9%
CG
2497
Corundum Group
Colorado
$612K -$680K -4,568 -52%
EWP
2498
Elevation Wealth Partners
California
$611K +$101K +680 +20%
OF
2499
Outfitter Financial
Maine
$611K – – –
CWM
2500
Chemistry Wealth Management
New York
$610K +$92.6K +622 +18%
98 99
100
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