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Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
2376
Monograph Wealth Advisors
California
$695K +$520K +988 +245%
TFO
2377
Tarbox Family Office
California
$691K -$169K -320 -19%
MWM
2378
Manske Wealth Management
Texas
$691K +$39.5K +75 +6%
FBFS
2379
First Business Financial Services
Wisconsin
$691K +$263K +499 +57%
BFS
2380
Baskin Financial Services
Ontario, Canada
$690K – – –
OWP
2381
ORG Wealth Partners
Texas
$689K -$108K -206 -13%
WSC
2382
Wellington Shields & Co
New York
$689K – – –
NQWM
2383
Northwest Quadrant Wealth Management
Oregon
$687K -$220K -417 -23%
OIS
2384
OneAscent Investment Solutions
Alabama
$685K – – –
ACP
2385
Argyle Capital Partners
California
$684K +$48.5K +92 +7%
SCM
2386
Seascape Capital Management
New Hampshire
$682K -$52.7K -100 -7%
SF
2387
Sun Financial
Utah
$682K -$25.3K -48 -3%
ATS
2388
Ashton Thomas Securities
New York
$681K +$67.9K +129 +11%
BWM
2389
Baron Wealth Management
Michigan
$679K -$67.9K -129 -9%
EW
2390
Expressive Wealth
Illinois
$679K +$16.3K +31 +2%
LBC
2391
Lowe Brockenbrough & Co
Virginia
$678K -$54.8K -104 -7%
GA
2392
Greenspring Advisors
Maryland
$677K +$30K +57 +4%
GWM
2393
Goldenstone Wealth Management
California
$677K +$40K +76 +6%
FFG
2394
Fortem Financial Group
California
$676K -$42.1K -80 -6%
GIP
2395
Granite Investment Partners
California
$676K – – –
WP
2396
Westmount Partners
California
$676K -$5.79K -11 -0.8%
MWA
2397
Midland Wealth Advisors
Illinois
$676K – – –
NIA
2398
NIA Impact Advisors
California
$675K -$1.76M -3,344 -71%
TCM
2399
Tuttle Capital Management
Connecticut
$674K – – –
MC
2400
Matisse Capital
Oregon
$673K -$3.16K -6 -0.4%
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