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Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1026
MAI Capital Management
Ohio
$290K +$53.8K +77 +23%
FCM
1027
Fortis Capital Management
Washington
$290K +$48.2K +69 +20%
BAM
1028
Blueshift Asset Management
New Jersey
$288K +$289K +413 New
CAI
1029
Capital Advisors Inc
Oklahoma
$287K +$70.6K +101 +33%
QFW
1030
QTR Family Wealth
Florida
$285K +$25.9K +37 +10%
MCM
1031
Monument Capital Management
Virginia
$285K – – –
FG
1032
Fiduciary Group
Georgia
$283K – – –
IAIM
1033
International Assets Investment Management
Florida
$281K – – –
SVWAG
1034
Sound View Wealth Advisors Group
Georgia
$281K -$9.09K -13 -3%
WW
1035
Westshore Wealth
California
$281K – – –
AWC
1036
Abundance Wealth Counselors
Pennsylvania
$279K – – –
CG
1037
Clifford Group
Massachusetts
$279K – – –
PBF
1038
Petix & Botte Financial
California
$279K – – –
MA
1039
Mezzasalma Advisors
New Jersey
$279K +$69.9K +100 +33%
CRC
1040
Curi RMB Capital
Illinois
$279K +$29.4K +42 +12%
AWM
1041
Apex Wealth Management
New Hampshire
$277K -$12.6K -18 -4%
PPG
1042
Peak Planning Group
Colorado
$276K +$63.6K +91 +30%
TGAM
1043
TBH Global Asset Management
Tennessee
$276K – – –
DCP
1044
DSM Capital Partners
Florida
$275K +$276K +394 New
PWG
1045
Portside Wealth Group
Utah
$273K -$263K -376 -49%
JIC
1046
Johnson Investment Counsel
Ohio
$271K +$1.4K +2 +0.5%
WPW
1047
Watershed Private Wealth
Illinois
$269K +$269K +385 New
BCM
1048
Bourgeon Capital Management
Connecticut
$268K – – –
SIG
1049
Stonegate Investment Group
Alabama
$267K +$49.6K +71 +23%
AAM
1050
Austin Asset Management
Texas
$267K -$3.5K -5 -1%
40 41
42
43 44