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Name Holding Trade Value Shares
Change 		Change in
Stake
NSCM
2501
New South Capital Management
Tennessee
$373K – – –
SLG
2502
Stanley-Laman Group
Pennsylvania
$373K – – –
SSWG
2503
Seven Springs Wealth Group
Tennessee
$371K +$50.1K +205 +16%
GSWA
2504
Good Steward Wealth Advisors
Tennessee
$371K +$364K +1,490 New
WF
2505
Whelan Financial
California
$370K -$14.4K -59 -4%
GPA
2506
Guerra Pan Advisors
New Jersey
$370K – – –
CWS
2507
Cypress Wealth Services
California
$370K +$7.09K +29 +2%
CA
2508
Cambridge Advisors
Nebraska
$369K – – –
NCM
2509
Nelson Capital Management
California
$369K – – –
EGWAG
2510
Elwood & Goetz Wealth Advisory Group
Georgia
$369K +$14.4K +59 +4%
DA
2511
Detalus Advisors
Missouri
$369K +$2.2K +9 +0.6%
NC
2512
North Capital
Utah
$369K +$363K +1,483 New
MAM
2513
Marotta Asset Management
Virginia
$367K +$25.2K +103 +7%
SIM
2514
Seaview Investment Managers
Florida
$366K +$360K +1,472 New
GMFG
2515
Greater Midwest Financial Group
Minnesota
$366K +$22.3K +91 +7%
BOM
2516
Bank of Marin
California
$365K +$6.85K +28 +2%
FA
2517
Fiducient Advisors
Illinois
$363K -$51.6K -211 -13%
BMO
2518
Beck Mack & Oliver
New York
$363K – – –
CA
2519
CWC Advisors
Oregon
$363K +$357K +1,459 New
CCG
2520
Coastwise Capital Group
California
$362K -$896K -3,665 -72%
AWP
2521
Abacus Wealth Partners
California
$362K +$29.6K +121 +9%
HI
2522
Humankind Investments
New York
$361K -$90.3K -369 -20%
TAM
2523
Titleist Asset Management
Texas
$361K +$4.89K +20 +1%
CW
2524
Cook Wealth
North Carolina
$361K -$37.7K -154 -9%
GWM
2525
Gibbs Wealth Management
Georgia
$360K -$246K -1,005 -41%
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101
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