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Name Holding Trade Value Shares
Change 		Change in
Stake
ONSWM
3101
Old North State Wealth Management
North Carolina
$227K +$218K +1,347 New
SGC
3102
Slocum, Gordon & Co
Rhode Island
$227K – – –
SMF
3103
Sterling Manor Financial
New York
$226K – – –
FA
3104
Fiducient Advisors
Illinois
$226K +$217K +1,342 New
TFO
3105
Tarbox Family Office
California
$225K -$162 -1 -0.1%
WMC
3106
Westwood Management Corporation
Illinois
$225K – – –
MWM
3107
Meritas Wealth Management
California
$225K -$15.5K -96 -7%
MG
3108
Marex Group
$224K +$215K +1,331 New
FDS
3109
First Dallas Securities
Texas
$224K -$275K -1,700 -56%
SFPG
3110
Stonebridge Financial Planning Group
Florida
$223K – – –
WCA
3111
Waypoint Capital Advisors
Minnesota
$222K +$213K +1,319 New
MWA
3112
Motive Wealth Advisors
Michigan
$222K -$11K -68 -5%
UWPG
3113
Ullmann Wealth Partners Group
Florida
$221K +$212K +1,312 New
LAM
3114
Lifestyle Asset Management
Texas
$221K +$2.1K +13 +1%
VC
3115
Vestor Capital
Illinois
$221K -$158K -979 -43%
CCM
3116
Condor Capital Management
New Jersey
$221K -$13.7K -85 -6%
HAC
3117
Harbor Advisory Corp
New Hampshire
$221K – – –
BA
3118
BCM Advisors
Louisiana
$220K – – –
AWA
3119
Aquire Wealth Advisors
Utah
$220K -$6.46K -40 -3%
CMP
3120
Courage Miller Partners
Virginia
$219K – – –
SXL
3121
Summit X LLC
Missouri
$219K -$711K -4,402 -77%
DGI
3122
Disciplined Growth Investors
Minnesota
$218K – – –
GC
3123
GFG Capital
Florida
$218K +$209K +1,294 New
RWI
3124
Red Wave Investments
Pennsylvania
$218K – – –
RIP
3125
RAM Investment Partners
Washington
$218K +$3.39K +21 +2%
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