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Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
2726
TCP Asset Management
Ohio
$584K +$4.7K +30 +0.9%
S
2727
Sunpointe
Missouri
$583K -$33.3K -213 -6%
WA
2728
Wealthstar Advisors
Texas
$582K +$157 +1 +0%
OW
2729
Olistico Wealth
Oklahoma
$582K -$2.19K -14 -0.4%
HF
2730
Holcombe Financial
Georgia
$580K – – –
RHJA
2731
Rice Hall James & Associates
California
$580K +$14.1K +90 +3%
TFA
2732
Toth Financial Advisory
Virginia
$580K +$20.5K +131 +4%
SCM
2733
SOL Capital Management
Maryland
$579K – – –
SB
2734
Sunflower Bank
Texas
$579K +$16.1K +103 +3%
CFGA
2735
Cambridge Financial Group (Arizona)
Arizona
$578K +$191K +1,219 +54%
PS
2736
Planned Solutions
California
$578K +$23.6K +151 +5%
PP
2737
Pacifica Partners
Canada
$576K +$18K +115 +3%
BSSFA
2738
Baron Silver Stevens Financial Advisors
Florida
$575K +$35.2K +225 +7%
CA
2739
Crumly & Associates
Illinois
$575K +$22.4K +143 +4%
SP
2740
Successful Portfolios
Florida
$574K +$15K +96 +3%
FFG
2741
Fiduciary Financial Group
California
$574K -$82.8K -529 -11%
KWM
2742
Keebeck Wealth Management
Illinois
$574K +$52.1K +333 +11%
SRC
2743
Sage Rhino Capital
California
$574K -$26.5K -169 -5%
SFB
2744
STAR Financial Bank
Indiana
$573K -$67.9K -434 -11%
MPW
2745
MA Private Wealth
California
$571K – – –
OWA
2746
One Wealth Advisors
California
$570K +$28.2K +180 +6%
FCA
2747
Fortis Capital Advisors
Kansas
$570K +$134K +855 +34%
MCM
2748
Morton Capital Management
California
$570K -$23K -147 -4%
MEG
2749
Millstone Evans Group
Colorado
$568K +$157 +1 +0%
CC
2750
Constitution Capital
Connecticut
$567K +$235K +1,500 +79%
108 109
110
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