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Name Holding Trade Value Shares
Change 		Change in
Stake
CRC
1751
Curi RMB Capital
Illinois
$341K -$153K -4,684 -30%
SAM
1752
SignalPoint Asset Management
Missouri
$341K -$3.28K -100 -0.9%
WMA
1753
Wealth Management Associates
New Jersey
$340K – – –
WAL
1754
W Advisors LLC
Tennessee
$340K – – –
FCAS
1755
First Command Advisory Services
Texas
$340K -$28.5K -870 -7%
VC
1756
Vicus Capital
Pennsylvania
$340K -$88.6K -2,704 -20%
HWA
1757
Heritage Wealth Advisors
Virginia
$339K -$33.3K -1,016 -8%
GIA
1758
GHP Investment Advisors
Colorado
$339K -$22.3K -682 -6%
FTIS
1759
First Trust Investment Solutions
Florida
$339K -$25.8K -787 -7%
CSPAM
1760
Cary Street Partners Asset Management
Virginia
$338K -$4.92K -150 -1%
BAM
1761
Belpointe Asset Management
Nevada
$337K -$86.1K -2,629 -19%
BFO
1762
Biltmore Family Office
North Carolina
$335K +$8.49K +259 +2%
CT
1763
Clearstead Trust
Maine
$335K -$408K -12,446 -53%
TW
1764
TritonPoint Wealth
Maryland
$335K -$26K -792 -7%
CCG
1765
Chatham Capital Group
Georgia
$333K – – –
PP
1766
Pingora Partners
Wyoming
$332K +$13.1K +400 +4%
RC
1767
Roundview Capital
New Jersey
$332K -$47.2K -1,440 -12%
AP
1768
Americana Partners
Texas
$330K -$150K -4,567 -30%
ECM
1769
Exchange Capital Management
Michigan
$330K -$96.9K -2,958 -22%
FBFS
1770
First Business Financial Services
Wisconsin
$329K -$228K -6,957 -40%
1IA
1771
1620 Investment Advisors
Massachusetts
$329K +$20.6K +630 +6%
CA
1772
Cornerstone Advisory
Maryland
$329K -$20.7K -631 -6%
CCM
1773
CAAS Capital Management
New York
$329K +$163K +4,984 +89%
DWG
1774
Darden Wealth Group
Michigan
$328K -$295K -8,994 -46%
BBWA
1775
Bell & Brown Wealth Advisors
California
$328K -$32.8K -1,001 -9%
69 70
71
72 73