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Name Holding Trade Value Shares
Change 		Change in
Stake
FFG
1926
Fortem Financial Group
California
$540K -$2.66M -7,715 -82%
BAM
1927
Brave Asset Management
New Jersey
$539K – – –
LIA
1928
LBMC Investment Advisors
Tennessee
$535K -$162K -469 -22%
CIC
1929
Crawford Investment Counsel
Georgia
$533K -$30.3K -88 -5%
NC
1930
Northcape Capital
Australia
$530K – – –
WTA
1931
Washington Trust Advisors
Massachusetts
$528K -$35.1K -102 -6%
WCM
1932
WealthBridge Capital Management
Ohio
$528K -$12.4K -36 -2%
OFS
1933
Oldfather Financial Services
Nebraska
$528K +$4.82K +14 +0.9%
BIP
1934
Blueprint Investment Partners
North Carolina
$527K -$650K -1,888 -53%
RPWA
1935
Regent Peak Wealth Advisors
Georgia
$526K +$5.86K +17 +1%
MIM
1936
Moseley Investment Management
Florida
$526K +$18.6K +54 +3%
AWG
1937
Altus Wealth Group
Colorado
$525K -$7.58K -22 -1%
FPAS
1938
Focus Partners Advisor Solutions
Missouri
$525K +$140K +406 +32%
T
1939
TCWP
Ohio
$524K -$47.9K -139 -8%
AP
1940
Americana Partners
Texas
$523K -$107K -311 -16%
DIP
1941
DT Investment Partners
Pennsylvania
$522K – – –
OFS
1942
OneAscent Financial Services
Alabama
$522K +$167K +484 +41%
TIM
1943
Tevis Investment Management
Texas
$521K +$2.07K +6 +0.4%
FWP
1944
Firethorn Wealth Partners
Georgia
$520K -$36.2K -105 -7%
MKC
1945
M. Kraus & Co
Vermont
$519K +$18.3K +53 +3%
ICM
1946
Islay Capital Management
Texas
$519K +$23.8K +69 +4%
CWS
1947
Confluence Wealth Services
Pennsylvania
$517K -$17.2K -50 -3%
SAM
1948
SignalPoint Asset Management
Missouri
$517K +$46.8K +136 +9%
AIM
1949
Acropolis Investment Management
Missouri
$517K +$390K +1,132 +223%
SWM
1950
Salvus Wealth Management
New Jersey
$513K +$15.8K +46 +3%
76 77
78
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