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Name Holding Trade Value Shares
Change 		Change in
Stake
ICM
2251
IMS Capital Management
Oregon
$787K +$7.92K +70 +1%
OPWM
2252
Oxinas Partners Wealth Management
Indiana
$785K +$223K +1,970 +51%
ISFAN
2253
Investor's Fiduciary Advisor Network
Washington
$783K +$661K +5,850 New
EFG
2254
Embree Financial Group
Illinois
$781K -$168K -1,490 -20%
IAG
2255
Investmark Advisory Group
Connecticut
$781K +$56.5K +500 +9%
FI
2256
Financial Insights
Washington
$779K – – –
ALAM
2257
Asahi Life Asset Management
Japan
$779K +$111K +980 +20%
AWA
2258
Alta Wealth Advisors
Massachusetts
$777K +$72.4K +640 +12%
OL
2259
one8zero8 LLC
North Carolina
$777K -$20.4K -180 -3%
ACM
2260
Academy Capital Management
Texas
$777K – – –
JFG
2261
JMG Financial Group
Illinois
$774K +$654K +5,780 New
GA
2262
GFS Advisors
Texas
$774K – – –
VIM
2263
Vista Investment Management
Pennsylvania
$773K -$23.7K -210 -4%
IA
2264
IFG Advisors
Missouri
$773K +$292K +2,580 +81%
BWP
2265
Baldwin Wealth Partners
Massachusetts
$771K -$82.5K -730 -11%
ACG
2266
Allen Capital Group
Nebraska
$767K +$114K +1,010 +21%
ALA
2267
Atlas Legacy Advisors
California
$767K +$237K +2,100 +58%
VFG
2268
V2 Financial group
Illinois
$766K +$2.26K +20 +0.4%
PFM
2269
Phillips Financial Management
Indiana
$766K +$242K +2,140 +60%
WA
2270
Wealth Architects
California
$765K -$23.7K -210 -4%
SBWIC
2271
Schaper Benz & Wise Investment Counsel
Wisconsin
$765K +$353K +3,120 +120%
BFG
2272
Birch Financial Group
New Hampshire
$764K +$67.8K +600 +12%
REMPR
2273
Roof Eidam Maycock Peralta (REMP)
California
$757K -$565K -5,000 -47%
PSF
2274
Pacific Sun Financial
California
$757K +$4.52K +40 +0.7%
VC
2275
Veracity Capital
Georgia
$754K +$23.7K +210 +4%
89 90
91
92 93