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Name Holding Trade Value Shares
Change 		Change in
Stake
BC
2351
Belmont Capital
California
$807K -$1.23M -8,006 -59%
MIM
2352
Merrion Investment Management
New Jersey
$807K – – –
PA
2353
Prossimo Advisors
California
$805K +$11.2K +73 +1%
GWM
2354
Gray Wealth Management
Maine
$805K -$35.7K -233 -4%
IIC
2355
Integrated Investment Consultants
Michigan
$805K -$2.75M -17,988 -76%
OFS
2356
OneAscent Financial Services
Alabama
$804K +$242K +1,580 +40%
LWA
2357
Lantern Wealth Advisors
New York
$804K +$19.6K +128 +2%
WFA
2358
WestHill Financial Advisors
California
$802K -$43.8K -286 -5%
DAM
2359
Diamant Asset Management
Connecticut
$798K – – –
WAM
2360
WFA Asset Management
Wisconsin
$797K +$8.42K +55 +1%
FCM
2361
Fogel Capital Management
Florida
$795K +$159K +1,040 +23%
SIAG
2362
Safeguard Investment Advisory Group
California
$794K +$29.5K +193 +4%
SW
2363
SkyOak Wealth
Michigan
$793K +$39.6K +259 +5%
FC
2364
Forte Capital
New York
$793K -$81.4K -532 -9%
CAM
2365
Cozad Asset Management
Illinois
$793K -$13.6K -89 -2%
BCA
2366
Bray Capital Advisors
Florida
$792K +$765 +5 +0.1%
UWP
2367
Uniting Wealth Partners
Kansas
$791K +$836K +5,460 New
VCP
2368
Vista Capital Partners
Oregon
$788K +$431K +2,815 +107%
EFG
2369
Ethos Financial Group
Pennsylvania
$788K -$45.3K -296 -5%
RK
2370
Rather & Kittrell
Tennessee
$787K +$3.98K +26 +0.5%
CCMT
2371
CMT Capital Markets Trading
Germany
$786K +$831K +5,429 New
CA
2372
Cornerstone Advisory
Maryland
$786K +$169K +1,104 +28%
LWMM
2373
Legacy Wealth Management (Mississippi)
Mississippi
$785K -$71.5K -467 -8%
EBSAM
2374
Eubel Brady & Suttman Asset Management
Ohio
$785K – – –
AIM
2375
Alhambra Investment Management
Florida
$783K – – –
93 94
95
96 97