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Name Holding Trade Value Shares
Change 		Change in
Stake
JCM
2501
Jacobsen Capital Management
Utah
$362K +$12.2K +117 +4%
ECG
2502
EPIQ Capital Group
California
$360K +$940 +9 +0.3%
FM
2503
Foster & Motley
Ohio
$360K -$13.7K -131 -4%
SWM
2504
Sterling Wealth Management
Illinois
$359K – – –
FWP
2505
Falcon Wealth Planning
California
$359K -$45.4K -435 -13%
AA
2506
Altrafin AG
$357K -$4.82M -46,182 -94%
SFC
2507
Strategic Financial Concepts
Texas
$357K +$305K +2,918 New
RPA
2508
Rock Point Advisors
Vermont
$357K +$7.31K +70 +2%
ALC
2509
Alexander Labrunerie & Co
Missouri
$357K +$304K +2,915 New
ACGA
2510
Atlanta Consulting Group Advisors
Georgia
$357K +$304K +2,915 New
HA
2511
Hofer & Associates
California
$356K -$1.78K -17 -0.6%
MCM
2512
Marathon Capital Management
Maryland
$356K – – –
PFA
2513
Pathway Financial Advisors
Vermont
$356K +$2.92K +28 +1%
MAM
2514
Mystic Asset Management
Rhode Island
$356K -$356K -3,410 -54%
GAMC
2515
Garner Asset Management Corp
Texas
$355K +$303K +2,900 New
WWM
2516
WJ Wealth Management
Arizona
$355K – – –
TA
2517
TFG Advisers
Michigan
$352K -$127K -1,213 -30%
SSWM
2518
Strait & Sound Wealth Management
California
$351K -$18.9K -181 -6%
FOA
2519
Five Oceans Advisors
California
$351K +$1.46K +14 +0.5%
WHC
2520
Wulff, Hansen & Co
California
$351K -$5.22K -50 -2%
FA
2521
Fermata Advisors
California
$349K -$60.8K -582 -17%
PAM
2522
Peninsula Asset Management
Florida
$349K – – –
BWM
2523
BlackDiamond Wealth Management
New York
$349K -$45.6K -437 -13%
GWMR
2524
GC Wealth Management RIA
Massachusetts
$348K +$297K +2,848 New
PWA
2525
Physician Wealth Advisors
Utah
$348K -$40.9K -392 -11%
99 100
101
102 103