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Name Holding Trade Value Shares
Change 		Change in
Stake
CWS
2801
Cypress Wealth Services
California
$508K +$23.5K +69 +5%
ERWM
2802
Elk River Wealth Management
Colorado
$506K -$16.4K -48 -3%
BFG
2803
Bouchey Financial Group
New York
$506K +$6.14K +18 +1%
AFAS
2804
Acorn Financial Advisory Services
Virginia
$506K -$341 -1 -0.1%
BA
2805
Brightwater Advisory
Florida
$505K -$5.12K -15 -1%
OAS
2806
Optivise Advisory Services
Tennessee
$504K +$500K +1,465 New
CAM
2807
Claret Asset Management
Quebec, Canada
$503K -$152K -446 -23%
CCA
2808
Cora Capital Advisors
New Jersey
$502K -$11.6K -34 -2%
AT
2809
Avalon Trust
New Mexico
$502K -$53.9K -158 -10%
IPW
2810
Invictus Private Wealth
Colorado
$502K -$12.3K -36 -2%
WBCM
2811
Wilson & Boucher Capital Management
California
$501K -$34.1K -100 -6%
IWA
2812
IVC Wealth Advisors
Pennsylvania
$501K +$4.78K +14 +1%
RWS
2813
Resolute Wealth Strategies
Mississippi
$500K +$2.05K +6 +0.4%
BL
2814
Balentine LLC
Georgia
$499K -$6.93M -20,329 -93%
KFS
2815
Keynote Financial Services
Connecticut
$499K -$4.09K -12 -0.8%
FMTCOCP
2816
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$499K +$18.8K +55 +4%
CM
2817
Capula Management
Cayman Islands
$497K -$276K -810 -36%
TCM
2818
Tufton Capital Management
Maryland
$496K +$3.41K +10 +0.7%
IF
2819
Insight Folios
North Carolina
$496K -$9.55K -28 -2%
RB
2820
Renasant Bank
Mississippi
$495K -$325K -953 -40%
SFP
2821
Sandbox Financial Partners
Maryland
$495K -$23.2K -68 -5%
DIP
2822
Davis Investment Partners
North Carolina
$495K – – –
FP
2823
Foundry Partners
Minnesota
$494K – – –
SFC
2824
Strategic Financial Concepts
Texas
$494K +$130M +381,507 +17,263%
AA
2825
AJ Advisors
Tennessee
$493K -$106K -312 -18%
111 112
113
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