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Name Holding Trade Value Shares
Change 		Change in
Stake
SHFG
1301
S Harris Financial Group
Texas
$270K +$31.9K +243 +12%
GAM
1302
Gemmer Asset Management
California
$269K -$9.59K -73 -3%
SOS
1303
Silver Oak Securities
Tennessee
$269K -$35.1K -267 -11%
SPC
1304
Spirepoint Private Client
Florida
$269K -$23.7K -180 -7%
LCM
1305
Legato Capital Management
California
$269K – – –
MWM
1306
Maripau Wealth Management
Indiana
$266K +$22.6K +172 +8%
ACM
1307
Advisors Capital Management
New Jersey
$266K -$28.3K -215 -9%
NAS
1308
NWF Advisory Services
California
$265K – – –
MCIA
1309
Mountain Capital Investment Advisors
Colorado
$264K -$64.9K -494 -19%
RWP
1310
Revolve Wealth Partners
New Jersey
$264K -$572K -4,351 -66%
JC
1311
Jacobs & Co
California
$264K – – –
MW
1312
Maia Wealth
Colorado
$264K +$292K +2,222 New
IPAM
1313
Investment Partners Asset Management
New Jersey
$263K +$71.3K +543 +32%
CFP
1314
Cypress Financial Planning
New Jersey
$263K – – –
RYIA
1315
Roehl & Yi Investment Advisors
Oregon
$263K -$32.3K -246 -10%
MA
1316
MJP Associates
Connecticut
$261K -$59.3K -451 -17%
MMM
1317
Mendel Money Management
Illinois
$261K – – –
ACS
1318
Archford Capital Strategies
Illinois
$261K +$289K +2,200 New
BW
1319
BXM Wealth
Colorado
$260K -$1.04M -7,934 -78%
CWP
1320
Cyndeo Wealth Partners
Florida
$259K -$975K -7,422 -77%
MFWM
1321
Motley Fool Wealth Management
Virginia
$257K – – –
UF
1322
Univest Financial
Pennsylvania
$255K – – –
FAM
1323
Flaharty Asset Management
Florida
$254K – – –
MAWA
1324
Moss Adams Wealth Advisors
Washington
$254K – – –
AWM
1325
Athena Wealth Management
Nevada
$254K -$5.65K -43 -2%
51 52
53
54 55