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Name Holding Trade Value Shares
Change 		Change in
Stake
LA
2726
Lifeworks Advisors
Michigan
$688K +$257K +1,381 +50%
VAM
2727
Verity Asset Management
North Carolina
$688K +$36.1K +194 +5%
RCI
2728
RS Crum Inc
California
$686K +$186 +1 +0%
AWM
2729
Act Wealth Management
Texas
$685K +$2.23K +12 +0.3%
JMBA
2730
J. M. Brown & Associates
Oklahoma
$682K +$766K +4,115 New
IPW
2731
Invictus Private Wealth
Colorado
$682K +$584K +3,136 +321%
AFG
2732
Altiora Financial Group
Ohio
$682K – – –
LWM
2733
LeConte Wealth Management
Tennessee
$682K -$22.5K -121 -3%
PWM
2734
Palumbo Wealth Management
New York
$681K +$18.8K +101 +3%
FNBOMD
2735
First National Bank of Mount Dora
Florida
$681K -$14.3K -77 -2%
RSF
2736
Rik Saylor Financial
Ohio
$680K +$5.96K +32 +0.8%
FWTB
2737
First Western Trust Bank
Colorado
$679K -$21K -113 -3%
PP
2738
Pacifica Partners
Canada
$679K -$23.6K -127 -3%
KFA
2739
Kapstone Financial Advisors
Ohio
$678K -$891K -4,788 -54%
RWM
2740
Riverbend Wealth Management
South Carolina
$678K +$12.5K +67 +2%
OFO
2741
OneAscent Family Office
Alabama
$678K +$16.4K +88 +2%
GS
2742
GTS Securities
Florida
$677K -$347K -1,862 -31%
MCC
2743
Malaga Cove Capital
California
$677K -$13.4K -72 -2%
HFRG
2744
Houlihan Financial Resource Group
Virginia
$677K -$16.9K -91 -2%
SCA
2745
Strathmore Capital Advisors
North Carolina
$677K -$12.5K -67 -2%
MGIA
2746
Matthew Goff Investment Advisor
Texas
$676K – – –
VIPI
2747
Vista Investment Partners II
Indiana
$676K +$2.98K +16 +0.4%
SF
2748
Slagle Financial
Illinois
$674K -$5.18M -27,851 -87%
QC
2749
Quantessence Capital
New York
$674K +$757K +4,066 New
CAM
2750
Concorde Asset Management
Michigan
$673K +$1.49K +8 +0.2%
108 109
110
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