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Name Holding Trade Value Shares
Change 		Change in
Stake
GCM
2051
G2 Capital Management
Ohio
$969K +$10.2K +34 +1%
CM
2052
Cercano Management
Washington
$968K – – –
ADL
2053
Asset Dedication LLC
California
$968K -$8.74K -29 -0.9%
EL
2054
Essex LLC
Illinois
$968K +$253K +840 +38%
RWA
2055
Rooted Wealth Advisors
Illinois
$967K +$127K +420 +16%
AFM
2056
Abbot Financial Management
Massachusetts
$967K -$22.9K -76 -2%
PRS
2057
Pinkerton Retirement Specialists
Idaho
$966K -$22.3K -74 -2%
LWAM
2058
Legacy Wealth Asset Management
Minnesota
$962K -$8.13K -27 -0.9%
GA
2059
GSG Advisors
New Jersey
$958K +$132K +438 +17%
4A
2060
4Wealth Advisors
Illinois
$957K +$6.33K +21 +0.7%
CWM
2061
Chicago Wealth Management
Illinois
$955K -$37.7K -125 -4%
FCA
2062
FLC Capital Advisors
California
$954K +$2.71K +9 +0.3%
CI
2063
Centerstone Investors
New York
$953K – – –
CI
2064
Corient IA
Florida
$953K – – –
NHC
2065
Nicholas Hoffman & Company
Georgia
$951K +$8.44K +28 +0.9%
PFP
2066
Paragon Financial Partners
California
$950K +$24.4K +81 +3%
ACM
2067
Allred Capital Management
Texas
$950K +$44.3K +147 +5%
CPC
2068
Consolidated Planning Corp
Georgia
$950K -$52.7K -175 -6%
FFG
2069
Fortress Financial Group
Minnesota
$949K +$29.5K +98 +3%
GSC
2070
G&S Capital
Colorado
$949K – – –
AFG
2071
Allegheny Financial Group
Pennsylvania
$944K +$3.62K +12 +0.4%
RCM
2072
Requisite Capital Management
Texas
$944K -$158K -523 -15%
MS
2073
Mizuho Securities
Japan
$943K -$313K -1,040 -26%
RFG
2074
Range Financial Group
Oregon
$942K +$1.81K +6 +0.2%
SI
2075
Sava Infond
Slovenia
$942K -$753K -2,500 -46%
81 82
83
84 85