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Name Holding Trade Value Shares
Change 		Change in
Stake
AG
976
Algert Global
California
$659K +$599K +2,280 New
IAS
977
IMA Advisory Services
Colorado
$657K – – –
WC
978
Waterloo Capital
Texas
$653K +$346K +1,317 +139%
CWS
979
Confluence Wealth Services
Pennsylvania
$653K -$61.2K -233 -9%
TFG
980
Taylor Financial Group
Virginia
$651K – – –
FAMI
981
Fideuram Asset Management (Ireland)
$651K +$670K +2,553 New
EFS
982
Essex Financial Services
Connecticut
$650K +$39.4K +150 +7%
CCM
983
Check Capital Management
California
$646K -$52M -197,951 -99%
OWA
984
Octavia Wealth Advisors
Ohio
$643K -$78.3K -298 -12%
SAM
985
Sompo Asset Management
Japan
$641K -$49.9K -190 -8%
BHIA
986
Birch Hill Investment Advisors
Massachusetts
$640K -$18.4K -70 -3%
AWM
987
Allen Wealth Management
North Carolina
$637K -$8.93K -34 -2%
SP
988
Stablepoint Partners
Massachusetts
$636K -$2.89K -11 -0.5%
MFS
989
Mirabella Financial Services
United Kingdom
$634K +$577K +2,196 New
AWM
990
Aprio Wealth Management
Georgia
$629K +$228K +870 +66%
MA
991
MKT Advisors
California
$629K +$525 +2 +0.1%
VA
992
Valmark Advisers
Ohio
$627K – – –
FIA
993
Foundations Investment Advisors
Arizona
$626K +$259K +985 +83%
GF
994
GGM Financials
Ohio
$625K +$3.15K +12 +0.6%
SFG
995
Shum Financial Group
California
$625K -$6.04K -23 -1%
CG
996
Corundum Group
Colorado
$624K +$24.2K +92 +4%
BAM
997
Belpointe Asset Management
Nevada
$619K -$788 -3 -0.1%
SFC
998
SYM Financial Corp
Indiana
$619K +$59.9K +228 +12%
SC
999
Searle & Co
Connecticut
$616K – – –
HCM
1000
Howland Capital Management
Massachusetts
$614K -$13.1K -50 -2%
38 39
40
41 42