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Name Holding Trade Value Shares
Change 		Change in
Stake
MAWCM
2651
Mine & Arao Wealth Creation & Management
California
$509K – – –
GWP
2652
Gateway Wealth Partners
Wisconsin
$509K +$6.33K +21 +1%
LIA
2653
LBMC Investment Advisors
Tennessee
$508K -$3.01K -10 -0.6%
MTC
2654
McDaniel Terry & Co
Texas
$507K +$68.4K +227 +16%
FGA
2655
Fortis Group Advisors
New Jersey
$507K -$91K -302 -11%
FMN
2656
Financial Management Network
California
$506K +$27.7K +92 +6%
EWM
2657
Elevatus Welath Management
New York
$506K +$507K +1,684 New
C1AG
2658
Client 1st Advisory Group
Florida
$504K – – –
ST
2659
Spinnaker Trust
Maine
$502K +$30.1K +100 +6%
VCM
2660
Versant Capital Management
Arizona
$502K -$28.6K -95 -5%
KA
2661
Kure Advisory
Minnesota
$502K +$503K +1,671 New
FF
2662
Francis Financial
$501K -$82.6K -274 -14%
BFO
2663
Boston Family Office
Massachusetts
$501K +$7.83K +26 +2%
EIP
2664
Ellis Investment Partners
Pennsylvania
$500K -$91.9K -305 -15%
FCM
2665
Fourpath Capital Management
Oklahoma
$500K -$4.22K -14 -0.8%
KC
2666
Kingfisher Capital
North Carolina
$500K -$301 -1 -0.1%
CCG
2667
Capital CS Group
California
$500K +$502K +1,665 New
CIC
2668
Crawford Investment Counsel
Georgia
$499K +$66.9K +222 +15%
CH
2669
Canton Hathaway
Rhode Island
$498K – – –
CFA
2670
Capstone Financial Advisors
Illinois
$498K +$2.11K +7 +0.4%
AWM
2671
Aprio Wealth Management
Georgia
$497K +$128K +426 +35%
HPWM
2672
High Pines Wealth Management
Massachusetts
$496K +$12.4K +41 +3%
EA
2673
Echo45 Advisors
California
$496K -$7.83K -26 -2%
TAM
2674
Tucker Asset Management
Colorado
$496K +$257K +854 +107%
KCFA
2675
Key Client Fiduciary Advisors
New Jersey
$495K -$25.6K -85 -5%
105 106
107
108 109