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Name Holding Trade Value Shares
Change 		Change in
Stake
BBNB
5501
Baker Boyer National Bank
Washington
$359K – – –
CWWM
5502
Curry Webb Wealth Management
Indiana
$358K -$22.9K -125 -6%
SDJVC
5503
St. Denis J. Villere & Co
Louisiana
$356K – – –
DB
5504
Dravo Bay
Delaware
$355K – – –
SSW
5505
Stone Summit Wealth
Florida
$353K -$49.9K -272 -12%
KWM
5506
Koa Wealth Management
California
$352K -$196K -1,068 -35%
ACM
5507
Alamar Capital Management
California
$352K +$183 +1 +0%
HAS
5508
Holland Advisory Services
Florida
$352K – – –
AT
5509
Avenir Tech
Hong Kong
$350K +$367K +2,000 +33,333%
MFN
5510
Midwest Financial Network
Illinois
$350K – – –
BPMC
5511
Buckland Partners Management Co
New York
$349K – – –
RS
5512
R Squared
Hong Kong
$349K -$1.82M -9,909 -83%
APCM
5513
Alaska Permanent Capital Management
Alaska
$349K – – –
SFO
5514
Standard Family Office
South Dakota
$349K – – –
VWMG
5515
Virginia Wealth Management Group
Virginia
$349K – – –
WA
5516
Wilmar Advisors
Florida
$349K – – –
EWM
5517
Echo Wealth Management
Minnesota
$349K -$4.04K -22 -1%
AWA
5518
Ark Wealth Advisors
California
$345K -$83.3K -454 -19%
ICP
5519
Ironvine Capital Partners
Nebraska
$344K +$16.5K +90 +5%
EA
5520
Evergreen Advisors
Tennessee
$343K +$63.5K +346 +21%
PWMG
5521
Pinnacle Wealth Management Group
Michigan
$343K -$37.2K -203 -9%
SFP
5522
Strategic Financial Partners
Oregon
$343K -$49.5K -270 -12%
SCP
5523
Sandhill Capital Partners
New York
$343K +$361K +1,965 New
DMIC
5524
Dixon Mitchell Investment Counsel
British Columbia, Canada
$342K -$5.5K -30 -2%
BCA
5525
Ballentine Capital Advisors
South Carolina
$341K -$61.3K -334 -15%
219 220
221
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