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Name Holding Trade Value Shares
Change 		Change in
Stake
FA
2801
Fermata Advisors
California
$245K +$233K +509 New
LFS
2802
Legacy Financial Strategies
Kansas
$245K +$15.5K +34 +7%
RGC
2803
Roberts, Glore & Co
Illinois
$245K -$57.1K -125 -20%
PS
2804
Portfolio Strategies
New York
$244K – – –
AR
2805
Apeiron RIA
Texas
$244K +$457 +1 +0.2%
KCPG
2806
Kavar Capital Partners Group
Kansas
$243K -$231K -505 -50%
1W
2807
1776 Wealth
Georgia
$243K – – –
DAM
2808
Doheny Asset Management
California
$243K +$1.83K +4 +0.8%
ACM
2809
Andina Capital Management
Utah
$243K +$230K +504 New
NCM
2810
Northside Capital Management
Oregon
$242K – – –
CWC
2811
Carolinas Wealth Consulting
North Carolina
$241K +$7.77K +17 +4%
TAM
2812
TCP Asset Management
Ohio
$241K -$5.49K -12 -2%
RDIA
2813
RE Dickinson Investment Advisors
Iowa
$241K -$45.7K -100 -17%
LWMNY
2814
Landmark Wealth Management (New York)
New York
$241K – – –
CW
2815
Channel Wealth
California
$241K -$457 -1 -0.2%
LAM
2816
Lountzis Asset Management
Pennsylvania
$241K – – –
MCI
2817
MRP Capital Investments
Georgia
$241K – – –
SCA
2818
Sassicaia Capital Advisers
New York
$241K +$229K +500 New
LIA
2819
LS Investment Advisors
Michigan
$240K – – –
RWA
2820
Rooted Wealth Advisors
Illinois
$239K -$25.1K -55 -10%
BIG
2821
Builder Investment Group
Georgia
$239K – – –
EM
2822
ELCO Management
New York
$238K – – –
GC
2823
Gibson Capital
Pennsylvania
$238K – – –
KC
2824
Kingfisher Capital
North Carolina
$238K +$1.83K +4 +0.8%
IAG
2825
Investmark Advisory Group
Connecticut
$237K +$457 +1 +0.2%
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113
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