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Name Holding Trade Value Shares
Change 		Change in
Stake
CSPIA
2076
Cary Street Partners Investment Advisory
Virginia
$868K +$87.7K +813 +10%
FWA
2077
FSM Wealth Advisors
Ohio
$867K -$173K -1,604 -15%
SMA
2078
Seven Mile Advisory
New Jersey
$866K -$399K -3,699 -29%
CW
2079
Curio Wealth
Maryland
$864K +$779K +7,227 +361%
MSG
2080
Main Street Group
Virginia
$863K -$46.4K -430 -4%
WCFA
2081
Walkner Condon Financial Advisors
Wisconsin
$861K +$89.5K +830 +10%
HP
2082
Haven Private
Florida
$857K +$51.2K +475 +5%
MW
2083
MBL Wealth
North Carolina
$857K +$138K +1,283 +16%
FFA
2084
Fi3 Financial Advisors
Indiana
$857K +$19K +176 +2%
IP
2085
Ignite Planners
California
$854K -$99K -918 -8%
ACP
2086
Argyle Capital Partners
California
$853K +$44.2K +410 +5%
MWP
2087
Madison Wealth Partners
Wisconsin
$853K +$23.6K +219 +2%
AA
2088
Armis Advisers
Georgia
$849K -$256K -2,371 -20%
VCM
2089
Vivaldi Capital Management
Illinois
$849K +$7.87K +73 +0.8%
PAA
2090
Peregrine Asset Advisers
Oregon
$849K -$24.8K -230 -2%
CWM
2091
Centurion Wealth Management
Virginia
$847K +$12.4K +115 +1%
FSA
2092
Fort Sheridan Advisors
Illinois
$847K +$41.5K +385 +4%
ABLA
2093
Alan B. Lancz & Associates
Ohio
$847K +$974K +9,035 New
CCM
2094
Crew Capital Management
Ohio
$847K +$106K +981 +12%
CFO
2095
Cambient Family Office
Michigan
$847K +$974K +9,031 New
CT
2096
Clearstead Trust
Maine
$845K +$78.2K +725 +9%
SI
2097
Seeds Investor
New York
$841K +$16.2K +150 +2%
NCM
2098
Narwhal Capital Management
Georgia
$838K +$439K +4,073 +84%
BLC
2099
Blue Line Capital
Illinois
$833K +$957K +8,880 New
WAAG
2100
Wealth Alliance Advisory Group
Kansas
$832K +$647 +6 +0.1%
82 83
84
85 86