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Name Holding Trade Value Shares
Change 		Change in
Stake
CRCM
2401
Corbett Road Capital Management
Virginia
$283K +$259K +1,130 New
FMT
2402
First Mercantile Trust
Tennessee
$283K +$259K +1,130 New
RIS
2403
Retirement Income Solutions
Michigan
$282K – – –
WDL
2404
Well Done LLC
Michigan
$281K -$3.43K -15 -1%
EI
2405
Ellevest Inc
New York
$281K +$27.5K +120 +12%
FAN
2406
Financial Advisors Network
California
$279K -$45.1K -197 -15%
EWP
2407
Engrave Wealth Partners
Texas
$277K -$6.64K -29 -3%
TCM
2408
Tufton Capital Management
Maryland
$277K -$1.83K -8 -0.7%
MC
2409
Montag & Caldwell
Georgia
$276K – – –
GA
2410
Geller Advisors
New York
$276K +$252K +1,103 New
CAM
2411
Concorde Asset Management
Michigan
$275K -$4.12K -18 -2%
AMG
2412
Asset Management Group
Connecticut
$273K -$14.9K -65 -6%
SSWM
2413
Sheets Smith Wealth Management
North Carolina
$271K +$247K +1,081 New
SWP
2414
Summit Wealth Partners
Florida
$270K +$247K +1,080 New
OCPWS
2415
One Charles Private Wealth Services
Massachusetts
$270K +$225K +985 New
VBFG
2416
Vishria Bird Financial Group
Tennessee
$269K – – –
SCA
2417
Stuart Chaussee & Associates
California
$268K +$34.3K +150 +16%
TFGT
2418
TS Financial Group (TSFG)
Illinois
$267K +$18.1K +79 +8%
GAM
2419
Grandview Asset Management
Pennsylvania
$267K +$244K +1,067 New
CGA
2420
Crescent Grove Advisors
Illinois
$264K -$33.4K -146 -12%
FWM
2421
Filbrandt Wealth Management
Wisconsin
$263K +$57K +249 +31%
TCOK
2422
Trust Company of Kansas
Kansas
$262K -$479K -2,091 -67%
TC
2423
TradeLink Capital
Illinois
$261K +$238K +1,040 New
STA
2424
Summit Trail Advisors
New York
$261K +$239K +1,043 New
TCM
2425
Towercrest Capital Management
Pennsylvania
$260K +$237K +1,037 New
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97
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