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Name Holding Trade Value Shares
Change 		Change in
Stake
HAG
601
HF Advisory Group
Maryland
$301K +$299K +6,701 New
CCFCSB
602
Cape Cod Five Cents Savings Bank
Massachusetts
$301K +$304K +6,816 New
LAI
603
Legal Advantage Investments
California
$300K – – –
AWM
604
Apollon Wealth Management
South Carolina
$299K -$87.7K -1,965 -22%
VFA
605
Valeo Financial Advisors
Indiana
$299K +$26.3K +589 +10%
VCA
606
Verdence Capital Advisors
Maryland
$296K +$34.2K +766 +13%
EHAM
607
Eagle Harbor Asset Management
Washington
$295K +$22.3K +500 +8%
ZAM
608
Zevin Asset Management
Massachusetts
$294K -$7.16M -160,423 -96%
VA
609
Vident Advisory
Georgia
$293K +$296K +6,641 New
TCWM
610
Total Clarity Wealth Management
Illinois
$288K +$291K +6,532 New
BPA
611
Beacon Pointe Advisors
California
$287K +$24.6K +552 +9%
MA
612
Montag & Associates
Georgia
$287K – – –
MNBTD
613
Moody National Bank Trust Division
Texas
$287K -$29.1K -652 -9%
BCM
614
Birmingham Capital Management
Alabama
$287K – – –
ERIM
615
Eagle Ridge Investment Management
Connecticut
$285K – – –
ICG
616
InterOcean Capital Group
Tennessee
$281K +$8.03K +180 +3%
TAM
617
Trust Asset Management
Texas
$279K – – –
ADMI
618
Albert D. Mason Inc
Massachusetts
$278K +$11.6K +260 +4%
AWS
619
Atria Wealth Solutions
New York
$275K -$28K -627 -9%
DFCM
620
Dark Forest Capital Management
Puerto Rico
$268K -$1.13M -25,425 -81%
CG
621
Cutler Group
California
$268K +$23.2K +519 +9%
GJIA
622
Glass Jacobson Investment Advisors
Maryland
$267K -$22.3K -500 -8%
GW
623
GW & Wade
Massachusetts
$267K -$2.27K -51 -0.8%
DSC
624
Duncker Streett & Co
Missouri
$267K – – –
MCA
625
Martin Capital Advisors
Texas
$265K -$2.68K -60 -1%
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