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Name Holding Trade Value Shares
Change 		Change in
Stake
FCP
1301
Fidelis Capital Partners
Florida
$324K +$302K +4,210 New
HC
1302
Hourglass Capital
Texas
$324K -$144K -2,000 -32%
OR
1303
Olympiad Research
Connecticut
$323K +$302K +4,201 New
MA
1304
Montag & Associates
Georgia
$323K -$502 -7 -0.2%
YCG
1305
Yeomans Consulting Group
Georgia
$322K +$300K +4,185 New
SIM
1306
SSI Investment Management
California
$321K -$3.23K -45 -1%
EWM
1307
Edge Wealth Management
New York
$321K -$144K -2,000 -32%
LFA
1308
Legacy Financial Advisors
Kentucky
$320K -$102K -1,414 -25%
PFGIA
1309
Patriot Financial Group Insurance Agency
Massachusetts
$320K +$44.3K +617 +17%
PPC
1310
Park Place Capital
Alabama
$319K -$41.2K -574 -12%
PA
1311
PFW Advisors
Georgia
$316K +$4.09K +57 +1%
W
1312
WealthCollab
Washington
$315K +$7.18K +100 +3%
TFF
1313
The Family Firm
Maryland
$315K – – –
AFAS
1314
Acorn Financial Advisory Services
Virginia
$314K +$1.08K +15 +0.4%
WFI
1315
West Family Investments
California
$314K – – –
NCM
1316
Northwest Capital Management
Oregon
$310K – – –
LS
1317
Livforsakringsbolaget Skandia
Sweden
$309K – – –
CAMG
1318
CWA Asset Management Group
Florida
$309K +$288K +4,008 New
PMG
1319
ProVise Management Group
Florida
$308K +$35.9K +500 +14%
VCP
1320
Verus Capital Partners
Arizona
$307K -$33.8K -471 -11%
AWM
1321
Accurate Wealth Management
Florida
$306K +$57.7K +804 +22%
AFG
1322
Albion Financial Group
Utah
$302K +$13.4K +186 +5%
UAG
1323
United Advisor Group
Ohio
$301K +$280K +3,905 New
SWA
1324
Stratos Wealth Advisors
Ohio
$300K +$5.17K +72 +2%
WI
1325
Wintrust Investments
Illinois
$298K +$21.5K +300 +8%
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