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Name Holding Trade Value Shares
Change 		Change in
Stake
DC
1226
DeDora Capital
California
$4.88M -$48.3K -124 -0.9%
CWM
1227
Connecticut Wealth Management
Connecticut
$4.88M -$149K -383 -3%
CC
1228
Courier Capital
New York
$4.87M +$278K +713 +6%
JGCM
1229
Joseph Group Capital Management
Ohio
$4.87M +$489K +1,255 +10%
JWM
1230
Jupiter Wealth Management
Colorado
$4.86M -$707K -1,813 -12%
PCA
1231
Prosperity Capital Advisors
Ohio
$4.86M +$190K +488 +4%
RC
1232
Roundview Capital
New Jersey
$4.85M +$33.5K +86 +0.7%
TSMHT
1233
Thurston Springer Miller Herd & Titak
Indiana
$4.84M +$862K +2,213 +20%
SSWM
1234
Sheets Smith Wealth Management
North Carolina
$4.84M +$7.79K +20 +0.2%
FPGT
1235
Financial Partners Group (Tennessee)
Tennessee
$4.82M -$358K -919 -7%
CCM
1236
Condor Capital Management
New Jersey
$4.82M -$1.01M -2,594 -16%
BHBT
1237
Burke & Herbert Bank & Trust
Virginia
$4.82M -$27.3K -70 -0.5%
SIA
1238
SeaBridge Investment Advisors
New Jersey
$4.81M -$892K -2,288 -15%
LTAS
1239
Linden Thomas Advisory Services
North Carolina
$4.79M +$222K +570 +5%
DIA
1240
Dean Investment Associates
Ohio
$4.79M -$524K -1,345 -9%
FAM
1241
Formidable Asset Management
Ohio
$4.77M +$7.41K +19 +0.1%
CSA
1242
Cottage Street Advisors
Massachusetts
$4.76M -$96.7K -248 -2%
DWM
1243
Diversify Wealth Management
Utah
$4.76M -$1.52M -3,888 -23%
WPC
1244
Wedmont Private Capital
Pennsylvania
$4.76M -$46.4K -119 -0.9%
4WM
1245
44 Wealth Management
Oregon
$4.76M -$30K -77 -0.6%
VBCG
1246
Valley Brook Capital Group
Pennsylvania
$4.73M +$44K +113 +0.9%
LOIM
1247
Liberty One Investment Management
Illinois
$4.73M +$313K +803 +7%
MCCP
1248
Mission Creek Capital Partners
California
$4.72M -$105K -270 -1%
EFM
1249
E Fund Management
China
$4.72M +$730K +1,874 +17%
AWE
1250
Avidian Wealth Enterprises
Texas
$4.71M +$15.2K +39 +0.3%
48 49
50
51 52