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Name Holding Trade Value Shares
Change 		Change in
Stake
CF
2501
Convergence Financial
Missouri
$595K -$26.4K -46 -4%
SRC
2502
Sage Rhino Capital
California
$592K +$574 +1 +0.1%
BBW
2503
Blue Barn Wealth
Utah
$590K -$2.87K -5 -0.5%
FAG
2504
Fortitude Advisory Group
Washington
$589K -$12.6K -22 -2%
RA
2505
Riversedge Advisors
Delaware
$588K +$217K +377 +57%
JTWM
2506
Jackson Thornton Wealth Management
Alabama
$587K +$204K +355 +53%
CP
2507
Camelot Portfolios
Ohio
$586K +$592K +1,031 New
FFO
2508
Fortitude Family Office
Arizona
$586K +$1.15K +2 +0.2%
PWM
2509
Paulson Wealth Management
Illinois
$583K +$2.87K +5 +0.5%
PA
2510
PFW Advisors
Georgia
$581K +$35.6K +62 +6%
FCMC
2511
Founders Capital Management (Connecticut)
Connecticut
$581K – – –
CPA
2512
Clear Point Advisors
New York
$581K +$22.4K +39 +4%
BTWM
2513
Brass Tax Wealth Management
Ohio
$580K +$1.15K +2 +0.2%
WSA
2514
Warm Springs Advisors
California
$580K – – –
JFG
2515
JMG Financial Group
Illinois
$579K – – –
PW
2516
Pandora Wealth
Illinois
$579K – – –
CTA
2517
Colonial Trust Advisors
South Carolina
$579K +$231K +402 +65%
CMAI
2518
Capital Management Associates Inc
Minnesota
$578K +$15.5K +27 +3%
FCM
2519
Fire Capital Management
California
$577K – – –
VBA
2520
von Borstel & Associates
Oregon
$576K +$311K +541 +108%
DW
2521
Durante & Waters
New York
$576K – – –
FA
2522
Fountainhead AM
New Jersey
$575K -$37.3K -65 -6%
BHB
2523
Bank Hapoalim BM
Israel
$574K +$20.1K +35 +4%
WPWM
2524
Western Pacific Wealth Management
Illinois
$573K -$19K -33 -3%
IMC
2525
Investment Management Corporation
Virginia
$572K +$12.6K +22 +2%
99 100
101
102 103