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Name Holding Trade Value Shares
Change 		Change in
Stake
FCM
1026
Fortis Capital Management
Washington
$290K +$48.2K +69 +20%
BAM
1027
Blueshift Asset Management
New Jersey
$288K +$289K +413 New
CAI
1028
Capital Advisors Inc
Oklahoma
$287K +$70.6K +101 +33%
QFW
1029
QTR Family Wealth
Florida
$285K +$25.9K +37 +10%
MCM
1030
Monument Capital Management
Virginia
$285K – – –
FG
1031
Fiduciary Group
Georgia
$283K – – –
IAIM
1032
International Assets Investment Management
Florida
$281K – – –
SVWAG
1033
Sound View Wealth Advisors Group
Georgia
$281K -$9.09K -13 -3%
WW
1034
Westshore Wealth
California
$281K – – –
AWC
1035
Abundance Wealth Counselors
Pennsylvania
$279K – – –
CG
1036
Clifford Group
Massachusetts
$279K – – –
PBF
1037
Petix & Botte Financial
California
$279K – – –
MA
1038
Mezzasalma Advisors
New Jersey
$279K +$69.9K +100 +33%
CRC
1039
Curi RMB Capital
Illinois
$279K +$29.4K +42 +12%
AWM
1040
Apex Wealth Management
New Hampshire
$277K -$12.6K -18 -4%
PPG
1041
Peak Planning Group
Colorado
$276K +$63.6K +91 +30%
TGAM
1042
TBH Global Asset Management
Tennessee
$276K – – –
DCP
1043
DSM Capital Partners
Florida
$275K +$276K +394 New
PWG
1044
Portside Wealth Group
Utah
$273K -$263K -376 -49%
JIC
1045
Johnson Investment Counsel
Ohio
$271K +$1.4K +2 +0.5%
WPW
1046
Watershed Private Wealth
Illinois
$269K +$269K +385 New
BCM
1047
Bourgeon Capital Management
Connecticut
$268K – – –
SIG
1048
Stonegate Investment Group
Alabama
$267K +$49.6K +71 +23%
AAM
1049
Austin Asset Management
Texas
$267K -$3.5K -5 -1%
CCM
1050
Cloud Capital Management
Washington
$266K -$6.99K -10 -3%
40 41
42
43 44