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Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
4101
Broyhill Asset Management
North Carolina
$1.03M +$1.05M +7,650 New
RB
4102
Rodgers Brothers
Pennsylvania
$1.03M -$138K -1,000 -12%
SHF
4103
Stage Harbor Financial
Massachusetts
$1.03M -$38.9K -282 -4%
VC
4104
Veery Capital
Delaware
$1.03M +$12.1K +88 +1%
WCM
4105
Warburton Capital Management
Oklahoma
$1.02M +$1.05M +7,627 New
CA
4106
Crane Advisory
California
$1.02M +$270K +1,960 +38%
ACA
4107
Affinity Capital Advisors
California
$1.02M +$81K +588 +9%
CP
4108
Capital Planning
Washington
$1.02M +$151K +1,099 +17%
PIM
4109
Provident Investment Management
Michigan
$1.02M +$28K +203 +3%
2L
4110
25 LLC
Missouri
$1.02M +$272K +1,975 +35%
MWM
4111
MorganRosel Wealth Management
Colorado
$1.02M +$270K +1,959 +35%
KFSN
4112
Keystone Financial Services (Nebraska)
Nebraska
$1.02M +$1.05M +7,598 New
PWM
4113
Paulson Wealth Management
Illinois
$1.02M -$20.8K -151 -2%
VFA
4114
Values First Advisors
Tennessee
$1.02M +$615K +4,462 +143%
OFO
4115
OneAscent Family Office
Alabama
$1.02M +$1.04M +7,563 New
SWMG
4116
Sanchez Wealth Management Group
Florida
$1.01M +$151K +1,097 +17%
SSWG
4117
Seven Springs Wealth Group
Tennessee
$1.01M +$16.5K +120 +2%
BI
4118
Bradyco Inc
Massachusetts
$1.01M +$1.04M +7,550 New
BMO
4119
Beck Mack & Oliver
New York
$1.01M +$29.2K +212 +3%
RFG
4120
RFP Financial Group
Georgia
$1.01M -$74.8K -543 -7%
DIM
4121
DLK Investment Management
California
$1.01M +$65.6K +476 +7%
GC
4122
GatePass Capital
Ohio
$1.01M +$1.03M +7,509 New
SC
4123
Schoolcraft Capital
Colorado
$1.01M – – –
JFL
4124
Jarislowsky, Fraser Ltd
Quebec, Canada
$1M -$21.2K -154 -2%
WMN
4125
Wealth Management Nebraska
Nebraska
$1M +$1.03M +7,474 New
163 164
165
166 167