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Name Holding Trade Value Shares
Change 		Change in
Stake
FWTB
2751
First Western Trust Bank
Colorado
$679K -$21K -113 -3%
PP
2752
Pacifica Partners
Canada
$679K -$23.6K -127 -3%
KFA
2753
Kapstone Financial Advisors
Ohio
$678K -$891K -4,788 -54%
RWM
2754
Riverbend Wealth Management
South Carolina
$678K +$12.5K +67 +2%
OFO
2755
OneAscent Family Office
Alabama
$678K +$16.4K +88 +2%
GS
2756
GTS Securities
Florida
$677K -$347K -1,862 -31%
MCC
2757
Malaga Cove Capital
California
$677K -$13.4K -72 -2%
HFRG
2758
Houlihan Financial Resource Group
Virginia
$677K -$16.9K -91 -2%
SCA
2759
Strathmore Capital Advisors
North Carolina
$677K -$12.5K -67 -2%
MGIA
2760
Matthew Goff Investment Advisor
Texas
$676K – – –
VIPI
2761
Vista Investment Partners II
Indiana
$676K +$2.98K +16 +0.4%
SF
2762
Slagle Financial
Illinois
$674K -$5.18M -27,851 -87%
QC
2763
Quantessence Capital
New York
$674K +$757K +4,066 New
CAM
2764
Concorde Asset Management
Michigan
$673K +$1.49K +8 +0.2%
CW
2765
Channel Wealth
California
$673K -$10.8K -58 -1%
CAM
2766
CPA Asset Management
Florida
$673K – – –
HA
2767
Huntleigh Advisors
Missouri
$672K -$39.1K -210 -5%
WTA
2768
Washington Trust Advisors
Massachusetts
$670K +$12.5K +67 +2%
FCM
2769
Fire Capital Management
California
$669K – – –
SC
2770
Steph & Co
Wisconsin
$667K +$152K +816 +25%
SFG
2771
Sather Financial Group
Texas
$666K +$39.8K +214 +6%
HWMG
2772
Harbour Wealth Management Group
South Carolina
$665K +$22.1K +119 +3%
LWM
2773
LJI Wealth Management
Indiana
$665K +$42.4K +228 +6%
SIA
2774
SeaBridge Investment Advisors
New Jersey
$664K +$9.31K +50 +1%
PBK
2775
Peoples Bank (Kansas)
Kansas
$664K -$7.45K -40 -1%
109 110
111
112 113