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Name Holding Trade Value Shares
Change 		Change in
Stake
SL
4126
SWMG LLC
Texas
$1.29M +$382K +3,032 +71%
SCA
4127
Strathmore Capital Advisors
North Carolina
$1.29M +$995K +7,904 New
PM
4128
Phraction Management
Connecticut
$1.29M +$453K +3,601 +79%
ZIG
4129
Zuckerman Investment Group
Illinois
$1.28M +$39.3K +312 +4%
4WM
4130
44 Wealth Management
Oregon
$1.27M +$133K +1,053 +15%
LSA
4131
Lansing Street Advisors
Pennsylvania
$1.27M +$427K +3,395 +73%
VC
4132
Veery Capital
Delaware
$1.27M +$57.1K +454 +6%
OWM
4133
OneAscent Wealth Management
Alabama
$1.27M +$208K +1,654 +26%
MCM
4134
Mattern Capital Management
Colorado
$1.27M +$545K +4,334 +117%
LRIA
4135
Leonard Rickey Investment Advisors
Washington
$1.27M -$23.4K -186 -2%
RFP
4136
Roth Financial Partners
Texas
$1.26M – – –
FLC
4137
Fifth Lane Capital
Texas
$1.26M +$629K +5,000 +167%
OCG
4138
Opus Capital Group
Ohio
$1.26M -$41.2K -327 -4%
OCFG
4139
O'Connor Financial Group
Illinois
$1.26M +$75.6K +601 +8%
GCL
4140
Gouws Capital LLC
North Carolina
$1.26M +$227K +1,800 +29%
CTWM
4141
Cherry Tree Wealth Management
Minnesota
$1.26M -$61.3K -487 -6%
BBI
4142
Baxter Bros Inc
Connecticut
$1.25M +$58.4K +464 +6%
PIM
4143
Provident Investment Management
Michigan
$1.25M +$82.3K +654 +9%
AAMC
4144
Asset Allocation & Management Company
Illinois
$1.25M – – –
SA
4145
SAM Advisors
California
$1.24M +$991K +7,873 New
FWM
4146
Fonville Wealth Management
Virginia
$1.24M +$197K +1,563 +25%
AWA
4147
Adapt Wealth Advisors
Georgia
$1.24M -$629 -5 -0.1%
AFO
4148
Allie Family Office
Florida
$1.24M -$93.1K -740 -9%
FSCM
4149
Front Street Capital Management
Montana
$1.24M -$69.2K -550 -7%
MCA
4150
Maryland Capital Advisors
Maryland
$1.24M +$986K +7,835 New
164 165
166
167 168