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Name Holding Trade Value Shares
Change 		Change in
Stake
BW
2701
Bison Wealth
Georgia
$4.4M +$49.4K +182 +1%
SFG
2702
StrategIQ Financial Group
Indiana
$4.4M -$537K -1,980 -10%
NAS
2703
Nicolet Advisory Services
Wisconsin
$4.39M +$352K +1,298 +9%
FFC
2704
First Financial Corp
Indiana
$4.39M -$144K -529 -3%
SW
2705
StrongBox Wealth
Missouri
$4.39M +$184K +678 +4%
WCM
2706
Wunderlich Capital Managemnt
Tennessee
$4.37M +$31.5K +116 +0.7%
MFS
2707
Monetta Financial Services
Illinois
$4.37M – – –
PAMI
2708
Perseverance Asset Management International
Cayman Islands
$4.37M +$4.61M +17,000 New
GLLW
2709
Graves Light Lenhart Wealth
Virginia
$4.36M -$13K -48 -0.3%
WAAG
2710
Wealth Alliance Advisory Group
Kansas
$4.34M +$174K +641 +4%
SC
2711
Slow Capital
California
$4.34M -$219K -808 -5%
MCM
2712
Marathon Capital Management
Maryland
$4.34M +$30.4K +112 +0.7%
CCM
2713
Chickasaw Capital Management
Tennessee
$4.34M – – –
SFG
2714
Synergy Financial Group
California
$4.34M -$107K -393 -2%
FC
2715
Financial Consulate
Maryland
$4.32M +$224K +825 +5%
JE
2716
JMAC Enterprises
Pennsylvania
$4.31M +$45.9K +169 +1%
PHIMC
2717
Private Harbour Investment Management & Counsel
Ohio
$4.31M -$83.9K -309 -2%
WFS
2718
Widmann Financial Services
Maryland
$4.31M +$30.7K +113 +0.7%
LM
2719
Lincluden Management
Ontario, Canada
$4.3M -$84.9K -313 -2%
RTC
2720
Riverview Trust Company
Washington
$4.3M +$77.6K +286 +2%
GCM
2721
Geneva Capital Management
Wisconsin
$4.3M -$444K -1,636 -9%
FC
2722
Fusion Capital
South Carolina
$4.3M +$196K +722 +5%
GPA
2723
Garrison Point Advisors
California
$4.3M -$6.79K -25 -0.1%
SAA
2724
Southeast Asset Advisors
Georgia
$4.29M +$242K +893 +6%
CCM
2725
Cox Capital Management
Massachusetts
$4.28M +$54K +199 +1%
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