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Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
2726
Birchcreek Wealth Management
Ohio
$703K +$235K +1,261 +42%
JTF
2727
J. Team Financial
Texas
$702K +$58.3K +313 +8%
ACA
2728
Ascension Capital Advisors
Texas
$701K +$30.9K +166 +4%
FPGK
2729
Financial Partners Group (Kansas)
Kansas
$699K -$17.9K -96 -2%
GAM
2730
Gemmer Asset Management
California
$697K +$21.4K +115 +3%
BBNB
2731
Baker Boyer National Bank
Washington
$697K +$296K +1,588 +61%
FI
2732
Fractal Investments
Connecticut
$696K – – –
CGA
2733
Crescent Grove Advisors
Illinois
$696K +$114K +612 +17%
VCS
2734
Vaughan & Co Securities
New Jersey
$694K -$34.4K -185 -4%
VPW
2735
Vaquero Private Wealth
Texas
$694K +$779K +4,184 New
E3F
2736
Eight 31 Financial
Texas
$693K -$20.8K -112 -3%
RWM
2737
Revisor Wealth Management
Ohio
$692K +$12.8K +69 +2%
TWP
2738
Tower Wealth Partners
Pennsylvania
$690K +$47.5K +255 +7%
DWM
2739
DWR Wealth Management
California
$689K +$36.9K +198 +5%
LA
2740
Lifeworks Advisors
Michigan
$688K +$257K +1,381 +50%
VAM
2741
Verity Asset Management
North Carolina
$688K +$36.1K +194 +5%
RCI
2742
RS Crum Inc
California
$686K +$186 +1 +0%
AWM
2743
Act Wealth Management
Texas
$685K +$2.23K +12 +0.3%
JMBA
2744
J. M. Brown & Associates
Oklahoma
$682K +$766K +4,115 New
IPW
2745
Invictus Private Wealth
Colorado
$682K +$584K +3,136 +321%
AFG
2746
Altiora Financial Group
Ohio
$682K – – –
LWM
2747
LeConte Wealth Management
Tennessee
$682K -$22.5K -121 -3%
PWM
2748
Palumbo Wealth Management
New York
$681K +$18.8K +101 +3%
FNBOMD
2749
First National Bank of Mount Dora
Florida
$681K -$14.3K -77 -2%
RSF
2750
Rik Saylor Financial
Ohio
$680K +$5.96K +32 +0.8%
108 109
110
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