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Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
2551
Merrion Investment Management
New Jersey
$885K -$58.5K -150 -6%
PAS
2552
PKS Advisory Services
New York
$884K +$54.2K +139 +6%
CBT
2553
CoreFirst Bank & Trust
Kansas
$883K -$70.2K -180 -7%
SEP
2554
Southland Equity Partners
Missouri
$883K +$62.7K +161 +7%
TWP
2555
Triad Wealth Partners
Kansas
$883K +$2.34K +6 +0.2%
ACP
2556
Arcus Capital Partners
Georgia
$882K +$390 +1 +0%
BWG
2557
Boomfish Wealth Group
Georgia
$881K +$3.9K +10 +0.4%
FCM
2558
Fire Capital Management
California
$879K – – –
IRAG
2559
Investment Research & Advisory Group
Georgia
$875K +$6.63K +17 +0.7%
RWM
2560
Riverbend Wealth Management
South Carolina
$872K -$11.3K -29 -1%
KWS
2561
Keystone Wealth Services
California
$871K -$53.4K -137 -5%
MAM
2562
McLean Asset Management
Virginia
$869K -$35.5K -91 -3%
GCA
2563
Gradient Capital Advisors
California
$868K -$18.3K -47 -2%
CA
2564
Centerpoint Advisors
Massachusetts
$868K -$9.74K -25 -1%
YP
2565
YANKCOM Partnership
South Dakota
$868K +$13.3K +34 +1%
WMA
2566
Wealth Management Associates
New Jersey
$867K -$8.18K -21 -0.9%
RWM
2567
Ruedi Wealth Management
Illinois
$866K +$390 +1 +0%
PP
2568
Pacifica Partners
Canada
$863K +$14.4K +37 +2%
WCM
2569
Wealthcare Capital Management
Virginia
$863K +$119K +306 +15%
LOIP
2570
Live Oak Investment Partners
Texas
$863K +$917K +2,354 New
WF
2571
Wayfinding Financial
Washington
$862K +$10.9K +28 +1%
CCA
2572
Corps Capital Advisors
Texas
$862K -$21K -54 -2%
PEA
2573
Park Edge Advisors
Ohio
$862K -$53.4K -137 -6%
MKC
2574
M. Kraus & Co
Vermont
$862K -$7.79K -20 -0.8%
JCM
2575
Jacobsen Capital Management
Utah
$861K +$8.57K +22 +0.9%
101 102
103
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