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Name Holding Trade Value Shares
Change 		Change in
Stake
TCWM
1401
Total Clarity Wealth Management
Illinois
$456K +$59.2K +360 +16%
FFO
1402
Fiduciary Family Office
Florida
$454K -$100K -610 -19%
RMDI
1403
R.M. Davis Inc
Maine
$454K -$4.11K -25 -1%
PPP
1404
Private Portfolio Partners
New Jersey
$450K +$413K +2,515 New
CIA
1405
Cladis Investment Advisory
Montana
$447K -$4.11K -25 -1%
HAM
1406
Harmony Asset Management
Arizona
$447K – – –
WTG
1407
West Tower Group
Virginia
$447K +$411K +2,500 New
CPC
1408
Cookson Peirce & Co
Pennsylvania
$444K +$46.9K +285 +13%
EGA
1409
E&G Advisors
Texas
$443K -$69.9K -425 -15%
CAS
1410
Coppell Advisory Solutions
Texas
$443K +$104K +635 +34%
BTW
1411
Boston Trust Walden
Massachusetts
$442K -$9.04K -55 -2%
ZIC
1412
ZWJ Investment Counsel
Georgia
$441K – – –
OWM
1413
Opes Wealth Management
California
$440K +$1.64K +10 +0.4%
EIA
1414
Edgemoor Investment Advisors
Maryland
$440K +$41.9K +255 +12%
WFA
1415
WMG Financial Advisors
Tennessee
$440K +$404K +2,460 New
AAIM
1416
Asset Advisors Investment Management
Georgia
$438K – – –
AWE
1417
Avidian Wealth Enterprises
Texas
$436K +$113K +690 +39%
SHFP
1418
Second Half Financial Partners
Florida
$436K +$400K +2,435 New
FFM
1419
Fullerton Fund Management
Singapore
$433K -$23.3M -141,745 -98%
SWP
1420
Semus Wealth Partners
Florida
$433K -$40.3K -245 -9%
FP
1421
Financial Perspectives
Minnesota
$433K +$4.93K +30 +1%
MFG
1422
Magnus Financial Group
New York
$433K +$18.1K +110 +5%
TCG
1423
Transcendent Capital Group
Oklahoma
$433K +$381K +2,320 +2,320%
CPCM
1424
Cardinal Point Capital Management
Ontario, Canada
$430K +$395K +2,405 New
ACM
1425
Avalon Capital Management
California
$429K +$19.7K +120 +5%
55 56
57
58 59