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Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
1126
Cohen Capital Management
California
$986K – – –
SCI
1127
Stableford Capital II
Arizona
$982K +$11K +24 +1%
BAM
1128
Belpointe Asset Management
Nevada
$976K -$64.4K -141 -6%
TGAM
1129
TBH Global Asset Management
Tennessee
$972K +$52.9K +116 +6%
CF
1130
Convergence Financial
Missouri
$971K +$174K +381 +23%
AG
1131
AlTi Global
New York
$969K +$10.5K +23 +1%
NCM
1132
Northside Capital Management
Oregon
$965K +$571K +1,250 +155%
CIC
1133
Carnegie Investment Counsel
Ohio
$963K +$81.2K +178 +9%
VFA
1134
Values First Advisors
Tennessee
$961K -$8.67K -19 -0.9%
LFA
1135
Legacy Financial Advisors
Kentucky
$960K +$42.5K +93 +5%
BFM
1136
Boothbay Fund Management
New York
$954K +$503K +1,101 +118%
GM
1137
GeoWealth Management
Illinois
$953K -$43.4K -95 -4%
MF
1138
Manchester Financial
California
$952K -$610K -1,337 -40%
MGWM
1139
Marks Group Wealth Management
Minnesota
$952K +$5.48K +12 +0.6%
TBA
1140
Tower Bridge Advisors
Pennsylvania
$948K – – –
CAS
1141
CTC Alternative Strategies
Illinois
$948K +$694K +1,520 +304%
KAS
1142
KPP Advisory Services
Kentucky
$944K +$245K +536 +36%
AWA
1143
Arkadios Wealth Advisors
Georgia
$943K +$124K +272 +16%
HC
1144
Hourglass Capital
Texas
$939K -$2.74K -6 -0.3%
WAG
1145
Windsor Advisory Group
Ohio
$938K – – –
IF
1146
Intrua Financial
Texas
$938K -$111K -244 -11%
CPWA
1147
Cerro Pacific Wealth Advisors
California
$938K -$78.5K -172 -8%
FMLI
1148
Fukoku Mutual Life Insurance
Japan
$930K -$57.1K -125 -6%
MCM
1149
Monarch Capital Management
Indiana
$930K -$28.8K -63 -3%
MFGM
1150
Marshall Financial Group (Maryland)
Maryland
$929K +$903K +1,978 New
44 45
46
47 48