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Name Holding Trade Value Shares
Change 		Change in
Stake
FG
351
Fairman Group
Pennsylvania
$4.39K – – –
BCM
352
Boreal Capital Management
Florida
$4.09K – – –
PWA
353
Physician Wealth Advisors
Utah
$3.58K -$1.75K -17 -33%
CT
354
Clearstead Trust
Maine
$3.37K -$6.8K -66 -67%
APFP
355
Action Point Financial Planning
Michigan
$3.17K +$3.5K +34 New
BIA
356
Bell Investment Advisors
California
$3.17K -$7.73K -75 -71%
AWM
357
Activest Wealth Management
Florida
$3.17K +$2.06K +20 +182%
HC
358
Hurley Capital
New York
$3.06K – – –
MG
359
Mather Group
Illinois
$3.06K – – –
MCM
360
Manchester Capital Management
Vermont
$2.86K +$1.34K +13 +87%
EC
361
Elequin Capital
New York
$2.66K +$2.06K +20 +333%
SC
362
SouthState Corp
Florida
$2.56K -$825 -8 -24%
FC
363
Financial Consulate
Maryland
$2.56K +$515 +5 +25%
LI
364
LRI Investments
Florida
$2.55K -$2.06K -20 -44%
CFB
365
Cullen/Frost Bankers
Texas
$2.55K +$928 +9 +56%
HFS
366
Hughes Financial Services
Virginia
$2.45K +$515 +5 +26%
KFAS
367
Keating Financial Advisory Services
Kansas
$2.35K -$9.38K -91 -80%
MCM
368
MV Capital Management
Maryland
$2.25K +$1.13K +11 +100%
PB
369
Pinnacle Bancorp
Nebraska
$2.15K – – –
RWM
370
Rialto Wealth Management
New York
$2.04K +$1.55K +15 +300%
CAM
371
Chesapeake Asset Management
New York
$2.04K – – –
SWM
372
SHP Wealth Management
Massachusetts
$2.02K +$825 +8 +67%
OAJ
373
Ogorek Anthony Joseph
New York
$2K +$2.27K +22 New
RF
374
Rossby Financial
Florida
$1.94K -$412 -4 -17%
TPCW
375
TD Private Client Wealth
New York
$1.94K -$206 -2 -10%
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15
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