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Name Holding Trade Value Shares
Change 		Change in
Stake
LRIA
2651
Leonard Rickey Investment Advisors
Washington
$307K -$2.96K -9 -1%
CTFG
2652
Capstone Triton Financial Group
Oklahoma
$307K – – –
TAM
2653
Tucker Asset Management
Colorado
$306K +$97.8K +298 +57%
SCM
2654
Seascape Capital Management
New Hampshire
$305K -$328 -1 -0.1%
W
2655
WealthOne
New York
$302K -$59.1K -180 -16%
PCM
2656
Poehling Capital Management
Wisconsin
$302K – – –
CCM
2657
Colorado Capital Management
Colorado
$301K -$2.96K -9 -1%
ACM
2658
Ashford Capital Management
Delaware
$301K – – –
PP
2659
PrairieView Partners
Minnesota
$301K +$328 +1 +0.1%
CWA
2660
Carolina Wealth Advisors
South Carolina
$300K -$11.8K -36 -4%
LP
2661
LGL Partners
Pennsylvania
$300K – – –
FWP
2662
Falcon Wealth Planning
California
$300K +$68.3K +208 +30%
TW
2663
Towerpoint Wealth
California
$299K -$877K -2,672 -75%
TA
2664
Tiedemann Advisors
New York
$298K -$1.16M -3,533 -80%
HC
2665
Hoese & Co
Minnesota
$296K – – –
SC
2666
Saybrook Capital
North Carolina
$295K -$4.27K -13 -1%
HIC
2667
Harvey Investment Company
Kentucky
$294K – – –
EWP
2668
Engrave Wealth Partners
Texas
$293K -$71.9K -219 -20%
KC
2669
Kingfisher Capital
North Carolina
$293K +$25.6K +78 +10%
ISB
2670
Iowa State Bank
Iowa
$290K +$28.9K +88 +11%
LWP
2671
Legacy Wealth Planning
Nevada
$287K – – –
FPB
2672
First PREMIER Bank
South Dakota
$287K +$36.1K +110 +14%
CWM
2673
Curi Wealth Management
North Carolina
$285K +$7.22K +22 +3%
WJA
2674
Willis Johnson & Associates
Texas
$285K +$9.85K +30 +4%
PSF
2675
Pacific Sun Financial
California
$285K +$285K +867 New
105 106
107
108 109