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Name Holding Trade Value Shares
Change 		Change in
Stake
UWPG
2601
Ullmann Wealth Partners Group
Florida
$350K +$34K +386 +9%
CC
2602
Commons Capital
Massachusetts
$349K +$13.6K +154 +3%
DIM
2603
Delta Investment Management
California
$349K +$126K +1,431 +41%
MSWM
2604
McGlone Suttner Wealth Management
Wisconsin
$348K -$106K -1,207 -20%
UIM
2605
Unified Investment Management
Georgia
$348K -$59.9K -680 -12%
WA
2606
WPG Advisers
Maryland
$348K -$48.2K -547 -10%
MCM
2607
Morton Capital Management
California
$348K +$8.81K +100 +2%
GCM
2608
Gambit Capital Management
Tennessee
$346K +$28.8K +327 +7%
CFFP
2609
Center for Financial Planning
Michigan
$346K -$61.6K -700 -13%
WIC
2610
Woodmont Investment Counsel
Tennessee
$346K +$28.3K +321 +7%
OFS
2611
OneAscent Financial Services
Alabama
$346K -$81.8K -929 -16%
OF
2612
Optimize Financial
California
$346K -$1.41K -16 -0.3%
SCS
2613
Sound Capital Solutions
Florida
$346K +$426K +4,839 New
SPI
2614
Sutton Place Investors
New York
$345K -$44.4K -504 -9%
TCM
2615
Triumph Capital Management
Colorado
$345K +$75.8K +861 +22%
PA
2616
ProCore Advisors
California
$345K +$60.2K +684 +16%
LAS
2617
LWM Advisory Services
Florida
$345K -$60.1K -682 -12%
HFS
2618
Horizon Financial Services
North Carolina
$345K +$262K +2,975 +161%
PCS
2619
Private Client Services
Kentucky
$344K +$76.8K +872 +22%
FGWP
2620
Founders Grove Wealth Partners
Virginia
$343K -$23.6K -268 -5%
ACM
2621
Appalachian Capital Management
Ohio
$342K -$5.55K -63 -1%
KFS
2622
Kaizen Financial Strategies
California
$341K -$110K -1,248 -21%
AWM
2623
Abound Wealth Management
Tennessee
$341K -$37.1K -421 -8%
CIC
2624
Cutler Investment Counsel
Oregon
$341K -$8.81K -100 -2%
GWM
2625
Greenline Wealth Management
Florida
$340K -$108K -1,221 -20%
103 104
105
106 107