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Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
2751
Beacon Financial Advisory
Ohio
$689K +$85.4K +236 +14%
MCM
2752
Marathon Capital Management
Maryland
$689K – – –
MIM
2753
Merrion Investment Management
New Jersey
$687K -$195K -540 -22%
FWP
2754
Firethorn Wealth Partners
Georgia
$687K +$10.1K +28 +2%
TCM
2755
Towercrest Capital Management
Pennsylvania
$687K -$1.81K -5 -0.3%
CA
2756
Centerpoint Advisors
Massachusetts
$687K -$179K -495 -21%
RWRC
2757
R.W. Roge & Company
New York
$687K +$21K +58 +3%
HPM
2758
Hoxton Planning & Management
West Virginia
$687K -$1.09K -3 -0.2%
AI
2759
Atom Investors
Texas
$687K +$678K +1,873 New
CFO
2760
Collective Family Office
Pennsylvania
$687K +$13.4K +37 +2%
TA
2761
Tactive Advisors
Florida
$685K +$676K +1,867 New
OIM
2762
Oder Investment Management
California
$684K -$11.2K -31 -2%
V
2763
VeraBank
Texas
$684K +$131K +363 +24%
AWA
2764
Amplius Wealth Advisors
Pennsylvania
$683K -$16.6K -46 -2%
WAM
2765
Werlinich Asset Management
Connecticut
$683K +$16.3K +45 +2%
LCG
2766
Lakeshore Capital Group
Illinois
$683K +$51.4K +142 +8%
SXL
2767
Summit X LLC
Missouri
$683K -$3.98K -11 -0.6%
HAP
2768
Harbor Asset Planning
Massachusetts
$683K +$674K +1,863 New
FSC
2769
Full Sail Capital
Oklahoma
$682K -$31.1K -86 -4%
SIC
2770
Sage Investment Counsel
Tennessee
$681K – – –
BA
2771
Bluesphere Advisors
Pennsylvania
$680K – – –
CAG
2772
Curtis Advisory Group
California
$678K – – –
IRC
2773
Investors Research Corp
Georgia
$678K +$362 +1 +0.1%
FA
2774
Fountainhead AM
New Jersey
$678K -$106K -292 -14%
BWM
2775
Birchcreek Wealth Management
Ohio
$677K – – –
109 110
111
112 113