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Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
2526
Riverbend Wealth Management
South Carolina
$825K +$90.7K +249 +11%
VWA
2527
VSM Wealth Advisory
Maryland
$824K -$8.02K -22 -0.9%
CIA
2528
Cape Investment Advisory
Georgia
$824K +$167K +458 +22%
NVIM
2529
New Vernon Investment Management
Illinois
$822K – – –
PPWM
2530
Paragon Private Wealth Management
Kentucky
$817K -$109K -299 -11%
PWMA
2531
Pension & Wealth Management Advisors
Massachusetts
$817K +$70K +192 +8%
TCM
2532
Towercrest Capital Management
Pennsylvania
$817K +$204K +560 +29%
AAMG
2533
AMG Asset Management Group
Georgia
$817K +$905K +2,483 New
DWG
2534
Darden Wealth Group
Michigan
$816K – – –
HCA
2535
Hardworking Capital Advisors
California
$813K +$21.9K +60 +2%
ESBC
2536
E.S. Barr & Co
Kentucky
$813K – – –
UWP
2537
Uniting Wealth Partners
Kansas
$812K -$47.7K -131 -5%
CIM
2538
CIM Investment Management
Pennsylvania
$812K -$4.37K -12 -0.5%
JCM
2539
Jacobsen Capital Management
Utah
$811K -$51K -140 -5%
GP
2540
Guardian Partners
Canada
$810K +$55.4K +152 +7%
BPW
2541
BlueDoor Private Wealth
Massachusetts
$809K +$20.8K +57 +2%
SIM
2542
Samara Investment Management
Oregon
$809K +$896K +2,460 New
MKC
2543
M. Kraus & Co
Vermont
$809K – – –
FFA
2544
Fragasso Financial Advisors
Pennsylvania
$809K -$49.2K -135 -5%
WIC
2545
Wilkins Investment Counsel
Massachusetts
$808K – – –
OFO
2546
OneAscent Family Office
Alabama
$806K +$107K +293 +14%
OBWG
2547
Onyx Bridge Wealth Group
New York
$806K -$24.1K -66 -3%
WWC
2548
Waypoint Wealth Counsel
Georgia
$805K -$266K -731 -23%
OC
2549
Oarsman Capital
Wisconsin
$805K +$37.2K +102 +4%
ACP
2550
Arcus Capital Partners
Georgia
$804K -$843K -2,314 -49%
100 101
102
103 104