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Name Holding Trade Value Shares
Change 		Change in
Stake
TF
1826
Tudor Financial
Ohio
$297K -$1.03M -10,612 -77%
PCP
1827
Panoramic Capital Partners
Oregon
$296K +$314K +3,248 New
SCP
1828
Sivia Capital Partners
California
$296K -$15.8K -163 -5%
RFP
1829
Root Financial Partners
California
$296K -$74.4K -769 -19%
AWM
1830
Angeles Wealth Management
California
$295K +$32.7K +338 +12%
OCG
1831
Opus Capital Group
Ohio
$295K -$259K -2,676 -45%
OFS
1832
OneAscent Financial Services
Alabama
$294K +$312K +3,223 New
KA
1833
KLCM Advisors
Wisconsin
$294K +$311K +3,218 New
DOA
1834
D'Orazio & Associates
Virginia
$294K +$1.16K +12 +0.4%
GCM
1835
Gables Capital Management
Florida
$293K – – –
RTC
1836
Riverview Trust Company
Washington
$292K – – –
AFA
1837
American Financial Advisors
Georgia
$292K -$10.5K -109 -3%
SGK
1838
Steigerwald Gordon & Koch
Virginia
$292K +$4.06K +42 +1%
WH
1839
Wallace Hart
Kentucky
$291K +$50.3K +520 +19%
BHBT
1840
Burke & Herbert Bank & Trust
Virginia
$290K – – –
KCM
1841
KRS Capital Management
Michigan
$290K -$16.9K -175 -5%
FTUS
1842
Flow Traders U.S.
New York
$290K +$307K +3,174 New
B
1843
BetterWealth
California
$289K +$5.8K +60 +2%
TC
1844
Tacita Capital
Ontario, Canada
$289K – – –
RFN
1845
RDA Financial Network
Iowa
$288K -$71.4K -738 -19%
EAM
1846
Evanson Asset Management
California
$288K +$193 +2 +0.1%
JBA
1847
Johnson Bixby & Associates
Washington
$288K -$48.3K -499 -14%
CCWM
1848
Correct Capital Wealth Management
Missouri
$287K – – –
SAM
1849
Sherman Asset Management
California
$287K +$305K +3,148 New
FCM
1850
Fourpath Capital Management
Oklahoma
$287K -$677 -7 -0.2%
72 73
74
75 76