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Name Holding Trade Value Shares
Change 		Change in
Stake
MIAS
2401
Mason Investment Advisory Services
Virginia
$286K -$4.35K -19 -2%
CFA
2402
Capstone Financial Advisors
Illinois
$283K – – –
MPW
2403
MA Private Wealth
California
$283K +$687 +3 +0.3%
FS
2404
Ferguson Shapiro
Georgia
$283K +$1.6K +7 +0.6%
FC
2405
Fulcrum Capital
Washington
$283K +$258K +1,128 New
CRCM
2406
Corbett Road Capital Management
Virginia
$283K +$259K +1,130 New
FMT
2407
First Mercantile Trust
Tennessee
$283K +$259K +1,130 New
RIS
2408
Retirement Income Solutions
Michigan
$282K – – –
WDL
2409
Well Done LLC
Michigan
$281K -$3.43K -15 -1%
EI
2410
Ellevest Inc
New York
$281K +$27.5K +120 +12%
FAN
2411
Financial Advisors Network
California
$279K -$45.1K -197 -15%
EWP
2412
Engrave Wealth Partners
Texas
$277K -$6.64K -29 -3%
TCM
2413
Tufton Capital Management
Maryland
$277K -$1.83K -8 -0.7%
MC
2414
Montag & Caldwell
Georgia
$276K – – –
GA
2415
Geller Advisors
New York
$276K +$252K +1,103 New
CAM
2416
Concorde Asset Management
Michigan
$275K -$4.12K -18 -2%
AMG
2417
Asset Management Group
Connecticut
$273K -$14.9K -65 -6%
SSWM
2418
Sheets Smith Wealth Management
North Carolina
$271K +$247K +1,081 New
SWP
2419
Summit Wealth Partners
Florida
$270K +$247K +1,080 New
OCPWS
2420
One Charles Private Wealth Services
Massachusetts
$270K +$225K +985 New
VBFG
2421
Vishria Bird Financial Group
Tennessee
$269K – – –
SCA
2422
Stuart Chaussee & Associates
California
$268K +$34.3K +150 +16%
TFGT
2423
TS Financial Group (TSFG)
Illinois
$267K +$18.1K +79 +8%
GAM
2424
Grandview Asset Management
Pennsylvania
$267K +$244K +1,067 New
CGA
2425
Crescent Grove Advisors
Illinois
$264K -$33.4K -146 -12%
95 96
97
98 99