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Name Holding Trade Value Shares
Change 		Change in
Stake
KFS
2626
Kaizen Financial Strategies
California
$696K -$1.83K -8 -0.3%
ACM
2627
Arcataur Capital Management
Wisconsin
$694K +$669K +2,921 New
HP
2628
Hilltop Partners
Indiana
$693K +$668K +2,920 New
HC
2629
Hoese & Co
Minnesota
$693K -$18.1K -79 -3%
SOW
2630
State of Wyoming
Wyoming
$692K -$712K -3,110 -52%
FA
2631
Fiduciary Alliance
South Carolina
$691K +$247K +1,081 +59%
MCM
2632
Morton Capital Management
California
$691K -$9.15K -40 -1%
MWP
2633
Madison Wealth Partners
Wisconsin
$689K – – –
BWM
2634
Baron Wealth Management
Michigan
$688K +$4.81K +21 +0.7%
VV
2635
Verity & Verity
South Carolina
$688K -$203K -886 -23%
RCG
2636
Rock Creek Group
District of Columbia
$688K -$79.4K -347 -11%
RLIM
2637
Red Lighthouse Investment Management
New York
$686K – – –
SWA
2638
SOA Wealth Advisors
New York
$685K -$3.43K -15 -0.5%
SC
2639
Saiph Capital
New Jersey
$685K -$4.12K -18 -0.6%
LIA
2640
LBMC Investment Advisors
Tennessee
$685K – – –
T
2641
TrueFG
Texas
$684K -$687 -3 -0.1%
JWM
2642
Janiczek Wealth Management
Colorado
$683K +$60K +262 +10%
GF
2643
Gries Financial
Ohio
$682K -$11.7K -51 -2%
PHAM
2644
Palisades Hudson Asset Management
Florida
$682K – – –
LAS
2645
LWM Advisory Services
Florida
$682K -$22.7K -99 -3%
UCB
2646
United Community Bank
South Carolina
$680K +$32K +140 +5%
KCM
2647
Kanawha Capital Management
Virginia
$677K -$73.7K -322 -10%
FAFN
2648
First Affirmative Financial Network
Colorado
$677K +$55.6K +243 +9%
OWM
2649
OneAscent Wealth Management
Alabama
$676K +$36.2K +158 +6%
MAM
2650
Marotta Asset Management
Virginia
$676K +$651K +2,846 New
104 105
106
107 108