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Name Holding Trade Value Shares
Change 		Change in
Stake
MGIA
901
Moneta Group Investment Advisors
Missouri
$786K +$132K +454 +19%
MOS
902
MGO One Seven
Ohio
$780K +$24.4K +84 +3%
ZIC
903
ZWJ Investment Counsel
Georgia
$779K -$47.9K -165 -5%
WA
904
WESPAC Advisors
California
$779K -$5.81K -20 -0.7%
MC
905
Matisse Capital
Oregon
$778K – – –
TCOV
906
Trust Company of Vermont
Vermont
$773K +$5.52K +19 +0.7%
NL
907
Navalign LLC
California
$773K +$581 +2 +0.1%
OFS
908
OneAscent Financial Services
Alabama
$770K -$95.5K -329 -11%
BAM
909
Belpointe Asset Management
Nevada
$765K +$162K +558 +25%
ACA
910
Aptus Capital Advisors
Alabama
$764K -$11.4M -39,354 -93%
JSW
911
Journey Strategic Wealth
New Jersey
$761K +$388K +1,335 +92%
BIA
912
BHK Investment Advisors
Alabama
$760K -$86.2K -297 -10%
CIM
913
CIM Investment Management
Pennsylvania
$755K -$22.4K -77 -3%
NWM
914
Northcape Wealth Management
New York
$755K – – –
RC
915
Roundview Capital
New Jersey
$753K -$138K -474 -15%
GI
916
GAMMA Investing
California
$748K +$243K +836 +44%
MCCP
917
Mission Creek Capital Partners
California
$747K -$59.5K -205 -7%
HCM
918
Howland Capital Management
Massachusetts
$747K – – –
AWM
919
Aries Wealth Management
Maine
$745K -$29K -100 -4%
LT
920
Legacy Trust
Michigan
$745K -$16.8K -58 -2%
OWA
921
Octavia Wealth Advisors
Ohio
$744K -$94.7K -326 -11%
EB
922
Exchange Bank
California
$740K -$23.5K -81 -3%
DFCM
923
Dark Forest Capital Management
Puerto Rico
$736K +$438K +1,508 +128%
FFM
924
Forum Financial Management
Illinois
$733K -$12.5K -43 -2%
ACIM
925
Azimuth Capital Investment Management
Michigan
$730K – – –
35 36
37
38 39