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Flex
FLEX

Name Holding Trade Value Shares
Change 		Change in
Stake
FCM
876
Fortis Capital Management
Washington
$236K +$177K +1,458 New
MMA
877
Miracle Mile Advisors
California
$235K +$176K +1,450 New
KP
878
Keel Point
Alabama
$234K +$175K +1,445 New
NG
879
Novem Group
New York
$234K +$175K +1,443 New
NAM
880
NorthCrest Asset Manangement
Minnesota
$233K +$202K +1,664 New
CIA
881
Choate Investment Advisors
Massachusetts
$233K +$174K +1,436 New
FIA
882
Foundations Investment Advisors
Arizona
$233K +$174K +1,435 New
PFM
883
Phillips Financial Management
Indiana
$232K +$174K +1,434 New
OFO
884
OneAscent Family Office
Alabama
$232K -$218K -1,797 -56%
WB
885
West Bancorporation
Iowa
$232K +$174K +1,431 New
MAWA
886
Moss Adams Wealth Advisors
Washington
$230K +$172K +1,422 New
DE
887
Defiance ETFs
New York
$230K +$182K +1,501 New
BA
888
Bridgewater Advisors
New York
$230K – – –
TAM
889
Titleist Asset Management
Texas
$229K +$171K +1,412 New
TIA
890
Tiemann Investment Advisors
California
$229K +$171K +1,410 New
FWCM
891
Ferguson Wellman Capital Management
Oregon
$228K +$171K +1,409 New
SSC
892
Syverson Strege & Co
Iowa
$228K +$171K +1,407 New
MK
893
MASTERINVEST Kapitalanlage
$228K +$170K +1,404 New
EFG
894
Elevated Financial Group
Indiana
$227K +$170K +1,401 New
LFP
895
Lakeshore Financial Planning
Michigan
$227K +$170K +1,400 New
LOAMS
896
Lombard Odier Asset Management (Switzerland)
Switzerland
$227K -$485K -4,000 -74%
OAS
897
Optivise Advisory Services
Tennessee
$225K +$168K +1,388 New
CMBA
898
C.M. Bidwell & Associates
Hawaii
$224K – – –
OR
899
Olympiad Research
Connecticut
$224K +$168K +1,383 New
PWG
900
Portside Wealth Group
Utah
$224K +$168K +1,382 New
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