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Name Holding Trade Value Shares
Change 		Change in
Stake
SFO
2301
Stenger Family Office
Illinois
$517K +$536K +7,519 New
AFC
2302
AFT Forsyth & Company
Florida
$516K – – –
KWS
2303
Keystone Wealth Services
California
$513K +$301K +4,226 +140%
FCFC
2304
First Citizens Financial Corp
Iowa
$513K – – –
CCC
2305
Compass Capital Corp
Massachusetts
$512K +$105K +1,467 +25%
COCM
2306
Charter Oak Capital Management
New Hampshire
$511K -$35.5K -498 -6%
CAWM
2307
Capital Advisors Wealth Management
Washington
$510K +$22.9K +321 +5%
BWM
2308
Base Wealth Management
Florida
$509K +$4.49K +63 +0.9%
1WM
2309
1858 Wealth Management
Ohio
$508K – – –
BFWA
2310
Benchmark Financial Wealth Advisors
Florida
$508K +$23K +323 +5%
CIM
2311
Contravisory Investment Management
Massachusetts
$506K +$23.2K +326 +5%
AWM
2312
Adams Wealth Management
Utah
$506K -$316K -4,438 -38%
CI
2313
CacheTech Inc
Utah
$506K -$316K -4,438 -38%
SWP
2314
Semus Wealth Partners
Florida
$505K +$11.4K +160 +2%
CPRC
2315
Consolidated Portfolio Review Corp
New York
$505K +$118K +1,658 +30%
TCBWMS
2316
Texas Capital Bank Wealth Management Services
Texas
$504K -$6.7K -94 -1%
VCAM
2317
Van Cleef Asset Management
Ohio
$504K – – –
RB
2318
Renasant Bank
Mississippi
$503K -$34.8K -488 -6%
AAS
2319
Annex Advisory Services
Wisconsin
$502K +$9.76K +137 +2%
OHIS
2320
Oak Harvest Investment Services
Texas
$502K -$2.14K -30 -0.4%
HAC
2321
Harbor Advisory Corp
New Hampshire
$502K – – –
EWM
2322
Evermay Wealth Management
Virginia
$501K -$34.7K -487 -6%
RMC
2323
Resources Management Corp
Connecticut
$500K -$32.1K -450 -6%
CGA
2324
Crescent Grove Advisors
Illinois
$500K -$86K -1,207 -15%
SPA
2325
Sherbrooke Park Advisers
New York
$499K -$272K -3,823 -35%
91 92
93
94 95