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Name Holding Trade Value Shares
Change 		Change in
Stake
FCM
2801
Fortis Capital Management
Washington
$557K +$306K +2,010 +122%
AFG
2802
Artesa Financial Group
Texas
$557K +$557K +3,654 New
KFA
2803
Kapstone Financial Advisors
Ohio
$555K -$3.05K -20 -0.5%
SL
2804
Summitry LLC
California
$555K -$33.2K -218 -6%
BDF
2805
Black Diamond Financial
Maryland
$554K -$125K -821 -18%
CRIG
2806
Charter Research & Investment Group
Connecticut
$553K – – –
AWAU
2807
Alliance Wealth Advisors (Utah)
Utah
$553K -$119K -782 -18%
MWM
2808
Mindset Wealth Management
Indiana
$553K -$107K -700 -16%
OFO
2809
OneAscent Family Office
Alabama
$553K +$62.1K +408 +13%
GHA
2810
Granite Harbor Advisors
Texas
$552K – – –
RFA
2811
ROI Financial Advisors
Oregon
$552K -$14.5K -95 -3%
CWIG
2812
Chung Wu Investment Group
Texas
$552K -$53.3K -350 -9%
WFAG
2813
Wescott Financial Advisory Group
Pennsylvania
$551K -$98.8K -649 -15%
VMMC
2814
V.M. Manning & Co
South Carolina
$551K -$30.5K -200 -5%
CA
2815
Crumly & Associates
Illinois
$550K -$78.7K -517 -13%
BWM
2816
BNB Wealth Management
Maryland
$549K +$549K +3,602 New
SWA
2817
SOA Wealth Advisors
New York
$548K -$415K -2,727 -43%
CFA
2818
Capstone Financial Advisors
Illinois
$548K -$42.2K -277 -7%
MA
2819
McBroom & Associates
Nevada
$548K – – –
BWA
2820
Blodgett Wealth Advisors
California
$548K -$3.35K -22 -0.6%
B
2821
BetterWealth
California
$548K -$25.6K -168 -4%
MPW
2822
MA Private Wealth
California
$547K – – –
SIC
2823
Sterling Investment Counsel
New York
$547K +$348K +2,285 +161%
RGC
2824
Roberts, Glore & Co
Illinois
$546K -$24.4K -160 -4%
BWFA
2825
Baltimore-Washington Financial Advisors
Maryland
$545K +$157K +1,034 +41%
111 112
113
114 115