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Name Holding Trade Value Shares
Change 		Change in
Stake
FGA
2401
Fortis Group Advisors
New Jersey
$986K -$134K -719 -11%
HAM
2402
Hedges Asset Management
Nevada
$986K +$1.11M +5,950 New
CL
2403
COWA LLC
Oklahoma
$985K +$88.6K +476 +9%
HDIM
2404
Hanson & Doremus Investment Management
Vermont
$984K -$137K -736 -11%
DFC
2405
DB Fitzpatrick & Co
Idaho
$983K -$342K -1,840 -24%
RA
2406
Rational Advisors
New York
$983K +$1.1M +5,928 New
CA
2407
CV Advisors
Florida
$982K – – –
NLP
2408
Next Level Private
New York
$981K +$3.72K +20 +0.3%
IWA
2409
Invera Wealth Advisors
Oregon
$980K +$58.8K +316 +6%
MA
2410
MBA Advisors
Pennsylvania
$977K +$61.4K +330 +6%
CIM
2411
CIM Investment Management
Pennsylvania
$975K -$106K -571 -9%
CA
2412
Carson Advisory
Georgia
$975K +$79.1K +425 +8%
CG
2413
Corundum Group
Colorado
$974K +$37.2K +200 +4%
OWM
2414
OneAscent Wealth Management
Alabama
$973K -$14.7K -79 -1%
MCWA
2415
Meadow Creek Wealth Advisors
Georgia
$972K +$59.4K +319 +6%
ACM
2416
Alethea Capital Management
Washington
$971K +$1.09M +5,860 New
BCM
2417
Blume Capital Management
California
$971K – – –
PPC
2418
Park Place Capital
Alabama
$970K -$144K -776 -12%
VCM
2419
Vision Capital Management
Oregon
$969K – – –
SLWA
2420
San Luis Wealth Advisors
California
$969K -$12.3K -66 -1%
6F
2421
626 Financial
Michigan
$968K -$33.1K -178 -3%
OAM
2422
Occidental Asset Management
California
$966K -$133K -716 -11%
NRG
2423
Nemes Rush Group
Michigan
$964K -$329K -1,767 -23%
RWM
2424
RBA Wealth Management
California
$964K -$298K -1,601 -22%
TCWM
2425
Total Clarity Wealth Management
Illinois
$963K -$396K -2,129 -27%
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97
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