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Name Holding Trade Value Shares
Change 		Change in
Stake
KCAM
2801
Kagan Cocozza Asset Management
New Jersey
$300K – – –
CPW
2802
Crestmont Private Wealth
Texas
$300K -$11.6K -37 -4%
SFG
2803
Seamount Financial Group
Colorado
$300K – – –
GCM
2804
Gunpowder Capital Management
Maryland
$299K -$1.25K -4 -0.5%
IPW
2805
Impact Partnership Wealth
Georgia
$298K +$10.6K +34 +4%
VBA
2806
von Borstel & Associates
Oregon
$298K – – –
TWM
2807
Tanager Wealth Management
United Kingdom
$297K +$249K +796 New
SMWM
2808
Silvia McColl Wealth Management
California
$297K – – –
KWM
2809
KFG Wealth Management
Indiana
$297K -$1.88K -6 -0.8%
MWA
2810
Madson Wealth Advisors
California
$297K +$8.77K +28 +4%
OIS
2811
OneAscent Investment Solutions
Alabama
$296K +$248K +793 New
AFO
2812
Arrowroot Family Office
California
$295K +$247K +790 New
CCAL
2813
City Center Advisors LLC
Michigan
$294K +$4.38K +14 +2%
HAS
2814
Horizon Advisory Services
New York
$294K +$13.1K +42 +6%
AWG
2815
Altus Wealth Group
Colorado
$293K +$245K +784 New
DAC
2816
Dividend Assets Capital
South Carolina
$293K -$1.56K -5 -0.6%
SCM
2817
Saxony Capital Management
Missouri
$292K +$20.7K +66 +9%
VDBMI
2818
Van Den Berg Management I
Texas
$292K -$1.25K -4 -0.5%
WJA
2819
Willis Johnson & Associates
Texas
$291K -$135K -430 -36%
OL
2820
one8zero8 LLC
North Carolina
$289K -$939 -3 -0.4%
TW
2821
Towerpoint Wealth
California
$289K +$13.1K +42 +6%
UWM
2822
Urban Wealth Management
California
$289K -$31.3K -100 -11%
NAMNJ
2823
NorthStar Asset Management (New Jersey)
New Jersey
$288K -$6.58K -21 -3%
FFWM
2824
Future Financial Wealth Management
Ohio
$288K -$7.83K -25 -3%
CM
2825
Cercano Management
Washington
$287K – – –
111 112
113
114 115