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Name Holding Trade Value Shares
Change 		Change in
Stake
OF
1676
Optimize Financial
California
$219K +$238K +522 New
MW
1677
Maia Wealth
Colorado
$218K +$26K +57 +13%
FTC
1678
Farmers Trust Company
Ohio
$218K – – –
SAM
1679
Strive Asset Management
Ohio
$218K +$237K +520 New
ACM
1680
Ascent Capital Management
Oregon
$217K +$236K +518 New
BGAI
1681
Bruce G. Allen Investments
Colorado
$217K -$1.37K -3 -0.6%
RAM
1682
Redmond Asset Management
Virginia
$216K +$235K +516 New
CNBOF
1683
City National Bank of Florida
Florida
$216K +$235K +516 New
JWM
1684
JGP Wealth Management
Oregon
$216K +$24.2K +53 +11%
BFA
1685
Bragg Financial Advisors
North Carolina
$215K -$14.1K -31 -6%
TP
1686
Tranquility Partners
Tennessee
$215K -$2.28K -5 -1%
RTC
1687
Riverview Trust Company
Washington
$214K +$456 +1 +0.2%
GGS
1688
Galvin Gaustad & Stein
Arizona
$214K +$456 +1 +0.2%
IA
1689
IFG Advisory
Georgia
$214K +$233K +511 New
BAM
1690
Brave Asset Management
New Jersey
$213K – – –
WA
1691
Whipplewood Advisors
Colorado
$213K +$232K +509 New
CW
1692
CreativeOne Wealth
Kansas
$213K -$1.18M -2,599 -84%
GCM
1693
Gables Capital Management
Florida
$213K – – –
WFA
1694
Wellspring Financial Advisors
Ohio
$212K -$1.82K -4 -0.8%
RWPA
1695
Richard W. Paul & Associates
Michigan
$211K -$7.75K -17 -3%
OPPS
1696
Obsidian Personal Planning Solutions
Maryland
$211K – – –
BCMLT
1697
Beacon Capital Management LLC (Tennessee)
Tennessee
$211K +$911 +2 +0.4%
EC
1698
EdgeRock Capital
Colorado
$211K -$11.4K -25 -5%
TFF
1699
The Family Firm
Maryland
$210K – – –
BWS
1700
Broadway Wealth Solutions
Texas
$210K +$228K +501 New
66 67
68
69 70