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Name Holding Trade Value Shares
Change 		Change in
Stake
FSCM
2401
Front Street Capital Management
Montana
$518K -$15.7K -208 -3%
BWM
2402
BKM Wealth Management
Wisconsin
$517K -$10.4K -137 -2%
API
2403
Asset Planning Inc
California
$517K – – –
APM
2404
a16z Perennial Management
California
$516K – – –
WFP
2405
Worthington Financial Partners
Ohio
$515K – – –
TCM
2406
Tributary Capital Management
Nebraska
$515K +$60.5K +800 +13%
MQWP
2407
Morey & Quinn Wealth Partners
Nebraska
$514K +$180K +2,375 +54%
MFGM
2408
Marshall Financial Group (Maryland)
Maryland
$514K -$1.81K -24 -0.4%
LOPW
2409
Live Oak Private Wealth
North Carolina
$514K +$11.7K +155 +2%
PHWM
2410
Pine Harbor Wealth Management
Maryland
$514K – – –
EWM
2411
Evermay Wealth Management
Virginia
$514K +$76 +1 +0%
OC
2412
Optima Capital
Oregon
$513K +$5.29K +70 +1%
FWP
2413
Firethorn Wealth Partners
Georgia
$513K -$69.5K -919 -12%
ABTD
2414
Arvest Bank Trust Division
Oklahoma
$513K +$44.4K +587 +10%
EIG
2415
Ellenbecker Investment Group
Wisconsin
$513K – – –
KCFA
2416
Key Client Fiduciary Advisors
New Jersey
$513K -$52.5K -695 -9%
CF
2417
Convergence Financial
Missouri
$512K +$509K +6,732 New
EWM
2418
Elevatus Welath Management
New York
$511K -$19K -251 -4%
AWS
2419
Arkfeld Wealth Strategies
Nebraska
$510K +$65.7K +869 +15%
TVAMP
2420
Tennessee Valley Asset Management Partners
Tennessee
$509K +$134K +1,774 +36%
TIA
2421
Trust Investment Advisors
Indiana
$508K +$112K +1,477 +28%
AWM
2422
Adams Wealth Management
Utah
$508K +$38.4K +508 +8%
BGAI
2423
Bruce G. Allen Investments
Colorado
$508K +$42.9K +568 +9%
SIA
2424
SeaBridge Investment Advisors
New Jersey
$507K -$80.1K -1,059 -14%
EM
2425
ELCO Management
New York
$507K -$15K -198 -3%
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