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Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
1901
Allegheny Financial Group
Pennsylvania
$304K +$307K +2,716 New
MCM
1902
Monument Capital Management
Virginia
$303K -$91.2K -807 -23%
PAG
1903
Private Advisory Group
Washington
$303K – – –
MWP
1904
Meridian Wealth Partners
Pennsylvania
$303K +$2.94K +26 +1%
FFG
1905
Frisch Financial Group
New York
$302K -$5.09K -45 -2%
HR
1906
Hayden Royal
North Carolina
$302K +$43.6K +386 +17%
FA
1907
Fermata Advisors
California
$302K +$305K +2,700 New
GAB
1908
German American Bancorp
Indiana
$301K -$5.72M -50,599 -95%
BBA
1909
BLB&B Advisors
Pennsylvania
$301K -$48.2K -426 -14%
RPCA
1910
Running Point Capital Advisors
California
$301K +$42.5K +376 +16%
PAM
1911
Peak Asset Management
Colorado
$300K – – –
GCA
1912
Gradient Capital Advisors
California
$299K -$2.15K -19 -0.7%
PAMP
1913
Polar Asset Management Partners
Ontario, Canada
$298K -$95.5K -845 -24%
CWM
1914
Curi Wealth Management
North Carolina
$296K +$33.5K +296 +13%
FIA
1915
Foundations Investment Advisors
Arizona
$296K +$43.8K +387 +18%
KOC
1916
Koss-Olinger Consulting
Florida
$294K +$24.8K +219 +9%
ITIM
1917
Indiana Trust & Investment Management
Indiana
$294K +$45K +398 +17%
LF
1918
LifeSteps Financial
California
$293K +$6.33K +56 +2%
MHR
1919
Matthew Hamilton Rosenberg
$292K -$10.1K -89 -3%
PK
1920
Pflug Koory
Nebraska
$291K -$114K -1,010 -28%
CAWM
1921
Capital Advisors Wealth Management
Washington
$291K +$9.5K +84 +3%
WCM
1922
Wedge Capital Management
North Carolina
$291K +$294K +2,603 New
PC
1923
Port Capital
Illinois
$290K -$412K -3,643 -58%
BCM
1924
Brookmont Capital Management
Texas
$290K -$8.82K -78 -3%
CCA
1925
Childress Capital Advisors
Texas
$290K +$28.8K +255 +11%
75 76
77
78 79