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Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
1801
Allred Capital Management
Texas
$626K -$95K -340 -13%
REMPR
1802
Roof Eidam Maycock Peralta (REMP)
California
$625K +$41.9K +150 +7%
SFM
1803
Signet Financial Management
New Jersey
$624K +$46.1K +165 +8%
GA
1804
Geller Advisors
New York
$623K -$185K -662 -22%
BMC
1805
Beaton Management Company
Massachusetts
$623K – – –
W
1806
WealthOne
New York
$623K +$14.5K +52 +2%
LRIA
1807
Leonard Rickey Investment Advisors
Washington
$621K +$2.23K +8 +0.3%
MWM
1808
McNaughton Wealth Management
California
$620K -$10.3K -37 -2%
SCI
1809
Stableford Capital II
Arizona
$619K -$84.9K -304 -10%
HGWM
1810
Horst & Graben Wealth Management
Oregon
$619K – – –
SWIM
1811
Smallwood Wealth Investment Management
New Jersey
$619K +$7.82K +28 +1%
ST
1812
Smithfield Trust
Pennsylvania
$618K +$18.4K +66 +3%
FFG
1813
Frisch Financial Group
New York
$617K +$17.6K +63 +3%
ESB
1814
Essex Savings Bank
Connecticut
$617K +$34.6K +124 +6%
BFA
1815
Beacon Financial Advisory
Ohio
$615K -$147K -525 -18%
JBA
1816
Johnson Bixby & Associates
Washington
$615K +$26.3K +94 +4%
RIA
1817
RPG Investment Advisory
California
$615K +$118K +421 +22%
VCM
1818
Virtue Capital Management
Tennessee
$614K -$78.8K -282 -11%
FFA
1819
Fi3 Financial Advisors
Indiana
$614K +$35.7K +128 +6%
ATPW
1820
Ashton Thomas Private Wealth
Arizona
$613K -$128K -458 -17%
KCM
1821
KRS Capital Management
Michigan
$612K +$16.8K +60 +3%
OWM
1822
OneAscent Wealth Management
Alabama
$610K -$2.51K -9 -0.4%
PWM
1823
PBMares Wealth Management
Virginia
$610K – – –
FCA
1824
FinTrust Capital Advisors
South Carolina
$610K +$20.1K +72 +3%
RFA
1825
Resurgent Financial Advisors
Georgia
$610K +$300K +1,076 +88%
71 72
73
74 75