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Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
2326
Tributary Capital Management
Nebraska
$729K – – –
MFS
2327
Miller Financial Services
Michigan
$728K -$43.9K -88 -6%
SFGM
2328
Stonebridge Financial Group (Missouri)
Missouri
$728K -$8.48K -17 -1%
HHRDM
2329
H&H Retirement Design & Management
Nevada
$726K +$2.99K +6 +0.5%
VC
2330
Veery Capital
Delaware
$726K +$499 +1 +0.1%
RFS
2331
RM Financial Services
Maine
$725K – – –
BWM
2332
BAM Wealth Management
Colorado
$724K -$84.3K -169 -11%
CPCM
2333
Cardinal Point Capital Management
Ontario, Canada
$724K -$249K -500 -26%
SRM
2334
Shelter Rock Management
New York
$723K -$902K -1,808 -56%
MF
2335
Montis Financial
Massachusetts
$723K +$1.99K +4 +0.3%
OIS
2336
OneAscent Investment Solutions
Alabama
$722K +$17.5K +35 +3%
AHL
2337
Abel Hall LLC
Louisiana
$720K -$36.9K -74 -5%
SWM
2338
SeaCrest Wealth Management
New York
$720K -$336K -674 -32%
TWA
2339
TCI Wealth Advisors
Arizona
$719K -$47.4K -95 -6%
CAM
2340
Claret Asset Management
Quebec, Canada
$719K -$2.99K -6 -0.4%
TF
2341
Talbot Financial
Washington
$717K – – –
MWM
2342
Manske Wealth Management
Texas
$716K +$5.98K +12 +0.9%
SAM
2343
Strategy Asset Managers
California
$716K +$34.4K +69 +5%
RP
2344
Rice Partnership
Hawaii
$715K – – –
TFO
2345
Tarbox Family Office
California
$710K -$499 -1 -0.1%
PCM
2346
Passive Capital Management
Maryland
$708K +$31.9K +64 +5%
SIC
2347
Salem Investment Counselors
North Carolina
$708K -$34.9K -70 -5%
PA
2348
PSI Advisors
Florida
$708K +$22.9K +46 +3%
NQWM
2349
Northwest Quadrant Wealth Management
Oregon
$707K +$1.5K +3 +0.2%
RWM
2350
Riverbend Wealth Management
South Carolina
$706K -$16.5K -33 -2%
92 93
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