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Name Holding Trade Value Shares
Change 		Change in
Stake
EBWM
2751
Eagle Bluffs Wealth Management
Missouri
$691K – – –
SGCA
2752
Steel Grove Capital Advisors
Tennessee
$690K +$110K +303 +19%
BFA
2753
Beacon Financial Advisory
Ohio
$689K +$85.4K +236 +14%
MCM
2754
Marathon Capital Management
Maryland
$689K – – –
MIM
2755
Merrion Investment Management
New Jersey
$687K -$195K -540 -22%
FWP
2756
Firethorn Wealth Partners
Georgia
$687K +$10.1K +28 +2%
TCM
2757
Towercrest Capital Management
Pennsylvania
$687K -$1.81K -5 -0.3%
CA
2758
Centerpoint Advisors
Massachusetts
$687K -$179K -495 -21%
RWRC
2759
R.W. Roge & Company
New York
$687K +$21K +58 +3%
HPM
2760
Hoxton Planning & Management
West Virginia
$687K -$1.09K -3 -0.2%
AI
2761
Atom Investors
Texas
$687K +$678K +1,873 New
CFO
2762
Collective Family Office
Pennsylvania
$687K +$13.4K +37 +2%
TA
2763
Tactive Advisors
Florida
$685K +$676K +1,867 New
OIM
2764
Oder Investment Management
California
$684K -$11.2K -31 -2%
V
2765
VeraBank
Texas
$684K +$131K +363 +24%
AWA
2766
Amplius Wealth Advisors
Pennsylvania
$683K -$16.6K -46 -2%
WAM
2767
Werlinich Asset Management
Connecticut
$683K +$16.3K +45 +2%
LCG
2768
Lakeshore Capital Group
Illinois
$683K +$51.4K +142 +8%
SXL
2769
Summit X LLC
Missouri
$683K -$3.98K -11 -0.6%
HAP
2770
Harbor Asset Planning
Massachusetts
$683K +$674K +1,863 New
FSC
2771
Full Sail Capital
Oklahoma
$682K -$31.1K -86 -4%
SIC
2772
Sage Investment Counsel
Tennessee
$681K – – –
BA
2773
Bluesphere Advisors
Pennsylvania
$680K – – –
CAG
2774
Curtis Advisory Group
California
$678K – – –
IRC
2775
Investors Research Corp
Georgia
$678K +$362 +1 +0.1%
109 110
111
112 113