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Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
2501
CKW Financial Group
Hawaii
$267K -$73.8K -237 -24%
ASI
2502
Advisory Services & Investments
Oregon
$267K +$9.34K +30 +4%
WFA
2503
WMG Financial Advisors
Tennessee
$267K +$11.2K +36 +5%
VFA
2504
Values First Advisors
Tennessee
$266K – – –
JA
2505
JVL Associates
Michigan
$266K +$8.41K +27 +4%
CPWA
2506
Cerro Pacific Wealth Advisors
California
$266K +$30.8K +99 +15%
SWM
2507
Sculati Wealth Management
Michigan
$265K – – –
TCM
2508
Telos Capital Management
California
$264K -$23.4K -75 -9%
WBCM
2509
Wilson & Boucher Capital Management
California
$264K – – –
CIC
2510
Crawford Investment Counsel
Georgia
$264K +$229K +735 New
RC
2511
Rovin Capital
Arizona
$263K – – –
SP
2512
SWS Partners
Ohio
$262K -$229K -735 -50%
CCM
2513
Crew Capital Management
Ohio
$262K +$2.8K +9 +1%
JPLA
2514
Joseph P. Lucia & Associates
New York
$262K +$11.2K +36 +5%
CCM
2515
Cribstone Capital Management
Maine
$262K +$93.4K +300 +70%
ONSWM
2516
Old North State Wealth Management
North Carolina
$262K +$10.3K +33 +5%
BRM
2517
Boston Research & Management
Massachusetts
$261K – – –
MLA
2518
My Legacy Advisors
Oregon
$261K +$226K +726 New
ODG
2519
O'Dell Group
Ohio
$260K – – –
RPCA
2520
Running Point Capital Advisors
California
$259K -$246K -789 -52%
YMRC
2521
Yorktown Management & Research Company
Virginia
$259K – – –
SA
2522
Scarborough Advisors
Maryland
$259K +$7.47K +24 +3%
BO
2523
BRR OpCo
Ohio
$258K -$130K -417 -37%
LRWA
2524
Long Run Wealth Advisors
New York
$256K – – –
WMS
2525
Wealth Management Solutions
Pennsylvania
$256K +$1.87K +6 +0.8%
99 100
101
102 103