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Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
726
Marquette Asset Management
Minnesota
$1.78K +$1.86K +21 New
AP
727
Aspect Partners
Virginia
$1.69K – – –
EWP
728
Elevation Wealth Partners
California
$1.69K +$443 +5 +33%
CT
729
Colonial Trust
South Carolina
$1.53K – – –
BC
730
Bayforest Capital
United Kingdom
$1.52K -$267K -3,018 -99%
CIAS
731
CBIZ Investment Advisory Services
Ohio
$1.52K – – –
SWM
732
SHP Wealth Management
Massachusetts
$1.52K +$1.59K +18 New
TCM
733
TD Capital Management
Tennessee
$1.47K – – –
MB
734
MidFirst Bank
Oklahoma
$1.44K -$5.84K -66 -80%
RCM
735
Richardson Capital Management
Wisconsin
$1.44K +$1.51K +17 New
KG
736
Kilter Group
New York
$1.35K +$1.42K +16 New
IAIM
737
International Assets Investment Management
Florida
$1.28K -$2.04K -23 -61%
MAS
738
MPWM Advisory Solutions
Georgia
$1.27K – – –
RWM
739
Rialto Wealth Management
New York
$1.1K +$266 +3 +30%
SC
740
SouthState Corp
Florida
$1.02K – – –
BGAI
741
Bruce G. Allen Investments
Colorado
$1.02K +$177 +2 +20%
VWM
742
Vermillion Wealth Management
Minnesota
$1.02K +$1.06K +12 New
AW
743
Avion Wealth
Texas
$1K – – –
CFM
744
Cornerstone Financial Management
Massachusetts
$847 +$886 +10 New
HIA
745
HFM Investment Advisors
New Jersey
$762 – – –
KCM
746
Key Capital Management
Tennessee
$762 +$177 +2 +29%
MNA
747
Manning & Napier Advisors
New York
$746 +$89 +1 +13%
DF
748
DecisionPoint Financial
Arizona
$678 – – –
1CP
749
1015 Capital Partners
Pennsylvania
$677 – – –
IWS
750
Intentional Wealth Strategies
Colorado
$677 +$709 +8 New
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30
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