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Name Holding Trade Value Shares
Change 		Change in
Stake
FC
2801
Financial Consulate
Maryland
$646K +$25.7K +138 +4%
KSB
2802
Kennebec Savings Bank
Maine
$646K -$12.1K -65 -2%
RLIM
2803
Red Lighthouse Investment Management
New York
$645K +$4.84K +26 +0.7%
CFA
2804
Capstone Financial Advisors
Illinois
$645K +$51.6K +277 +8%
MFS
2805
Miller Financial Services
Michigan
$644K +$723K +3,887 New
MWP
2806
Madison Wealth Partners
Wisconsin
$643K +$103K +552 +17%
FCM
2807
Fortis Capital Management
Washington
$643K +$46.2K +248 +7%
PCMC
2808
Paragon Capital Management (Colorado)
Colorado
$642K -$43.9K -236 -6%
EWP
2809
Elevation Wealth Partners
California
$642K +$26.6K +143 +4%
AT
2810
Arlington Trust
Alabama
$640K -$12.1K -65 -2%
LWM
2811
Lakeridge Wealth Management
Ohio
$640K -$8.38K -45 -1%
MCA
2812
Maryland Capital Advisors
Maryland
$640K +$718K +3,859 New
CSI
2813
Clark & Stuart Inc
Maine
$640K +$14.5K +78 +2%
TAM
2814
TCP Asset Management
Ohio
$639K -$931 -5 -0.1%
RCG
2815
Ridge Creek Global
Ohio
$638K -$12.1K -65 -2%
FGC
2816
Financial Gravity Companies
Texas
$638K +$716K +3,849 New
WWA
2817
Wisconsin Wealth Advisors
Wisconsin
$637K -$2.42K -13 -0.3%
SNB
2818
Security National Bank
Nebraska
$636K +$16.4K +88 +2%
VMMC
2819
V.M. Manning & Co
South Carolina
$635K +$713K +3,832 New
ACM
2820
Aljian Capital Management
Nevada
$634K -$4.47K -24 -0.6%
SAM
2821
Sagewood Asset Management
New York
$634K +$227K +1,222 +47%
OIM
2822
Oder Investment Management
California
$634K +$2.61K +14 +0.4%
BSTWA
2823
Blake Schutter Theil Wealth Advisors
Ohio
$633K -$6.7K -36 -0.9%
JC
2824
JM2 Capital
Oklahoma
$633K -$3.91K -21 -0.5%
RMSCM
2825
R.M. Sincerbeaux Capital Management
New York
$633K – – –
111 112
113
114 115