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Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
3526
Tandem Capital Management
New Jersey
$745K – – –
AMBIA
3527
Allen Mooney & Barnes Investment Advisors
Georgia
$743K +$31.2K +430 +6%
BCM
3528
Brookmont Capital Management
Texas
$743K -$40.6K -560 -6%
FCIM
3529
Fairview Capital Investment Management
California
$742K +$267K +3,680 +81%
AAG
3530
Armstrong Advisory Group
Massachusetts
$741K – – –
CIEP
3531
Constellation Investimentos e Participacoes
Brazil
$741K +$594K +8,200 New
CCP
3532
Clarkston Capital Partners
Michigan
$739K -$181K -2,500 -23%
CWA
3533
Clearview Wealth Advisors
Oregon
$737K -$265K -3,660 -31%
LCC
3534
Lincoln Capital Corp
Rhode Island
$737K -$2.9K -40 -0.5%
SDWMA
3535
Schneider Downs Wealth Management Advisors
Pennsylvania
$735K -$9.42K -130 -2%
FFO
3536
Fortitude Family Office
Arizona
$735K – – –
JLBC
3537
J.L. Bainbridge & Co
Florida
$735K +$270K +3,720 +84%
SA
3538
Skyline Advisors
Washington
$733K -$19.6K -270 -3%
HI
3539
Harper Investing
California
$733K +$588K +8,110 New
ATI
3540
ARK & TLK Investments
Oklahoma
$726K +$36.2K +500 +7%
C1AG
3541
Client 1st Advisory Group
Florida
$724K +$176K +2,430 +44%
MA
3542
MKT Advisors
California
$723K -$1.45K -20 -0.2%
WFAG
3543
Wescott Financial Advisory Group
Pennsylvania
$720K -$328K -4,530 -36%
AAM
3544
Ameraudi Asset Management
New York
$719K – – –
IPW
3545
Impact Partnership Wealth
Georgia
$718K -$97.8K -1,350 -15%
CFGSD
3546
Compass Financial Group (South Dakota)
South Dakota
$717K -$3.62K -50 -0.6%
TF
3547
TLWM Financial
Texas
$717K -$122K -1,690 -18%
VA
3548
Verdad Advisers
Massachusetts
$717K +$575K +7,930 New
GCM
3549
Gallacher Capital Management
Colorado
$716K -$243K -3,350 -30%
UL
3550
Unionview LLC
Washington
$712K -$13K -180 -2%
140 141
142
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