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Name Holding Trade Value Shares
Change 		Change in
Stake
ACP
1801
Arcus Capital Partners
Georgia
$519K +$631K +2,313 New
CWMU
1802
Caliber Wealth Management (Utah)
Utah
$518K -$1.37M -5,013 -68%
OWM
1803
OneAscent Wealth Management
Alabama
$518K -$31.1K -114 -5%
FFA
1804
Fi3 Financial Advisors
Indiana
$518K +$13.1K +48 +2%
SWIM
1805
Smallwood Wealth Investment Management
New Jersey
$518K +$630K +2,307 New
WCFA
1806
Walkner Condon Financial Advisors
Wisconsin
$517K +$65.5K +240 +12%
PWM
1807
PBMares Wealth Management
Virginia
$517K +$72.1K +264 +13%
LA
1808
Latitude Advisors
Florida
$516K -$769K -2,817 -55%
TNA
1809
True North Advisors
Texas
$516K -$211K -774 -25%
W
1810
WealthOne
New York
$516K +$18.8K +69 +3%
AI
1811
AXS Investments
New York
$515K -$324K -1,188 -34%
BMO
1812
Beck Mack & Oliver
New York
$515K – – –
LHEI
1813
Leo H. Evart Inc
California
$515K – – –
SWM
1814
SFG Wealth Management
Maryland
$514K -$45.9K -168 -7%
CIA
1815
Cohen Investment Advisors
New Hampshire
$512K +$4.91K +18 +0.8%
ITIM
1816
Indiana Trust & Investment Management
Indiana
$512K +$4.91K +18 +0.8%
CIA
1817
Capital Impact Advisors
Massachusetts
$510K -$31.9K -117 -5%
OC
1818
Oarsman Capital
Wisconsin
$510K – – –
SWIG
1819
Strategic Wealth Investment Group
Kentucky
$510K +$38.5K +141 +7%
LRPA
1820
L. Roy Papp & Associates
Arizona
$509K +$8.19K +30 +1%
HIC
1821
Hartline Investment Corp
Illinois
$509K +$12.3K +45 +2%
FFG
1822
Frisch Financial Group
New York
$508K -$2.75M -10,074 -82%
PGWM
1823
Pitti Group Wealth Management
New York
$508K +$1.64K +6 +0.3%
ST
1824
Smithfield Trust
Pennsylvania
$507K +$225K +825 +57%
KCM
1825
KRS Capital Management
Michigan
$505K – – –
71 72
73
74 75