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Name Holding Trade Value Shares
Change 		Change in
Stake
MFS
2651
Mirabella Financial Services
United Kingdom
$614K +$606K +2,723 New
UCB
2652
United Community Bank
South Carolina
$614K – – –
VC
2653
Vicus Capital
Pennsylvania
$613K -$56.8K -255 -9%
JWM
2654
Janiczek Wealth Management
Colorado
$612K +$41.2K +185 +8%
FA
2655
Fermata Advisors
California
$611K -$333K -1,498 -36%
LFA
2656
Laraway Financial Advisors
Minnesota
$609K -$55.6K -250 -8%
HCM
2657
Huber Capital Management
California
$609K – – –
CCFM
2658
Clear Creek Financial Management
Washington
$609K +$59.7K +268 +11%
PVM
2659
Palogic Value Management
Texas
$608K – – –
EIP
2660
Ellis Investment Partners
Pennsylvania
$606K -$47.9K -215 -7%
CAM
2661
Campion Asset Management
Virginia
$606K +$33.4K +150 +6%
OWM
2662
OneAscent Wealth Management
Alabama
$606K -$70.6K -317 -11%
AP
2663
Adero Partners
California
$601K +$109K +491 +23%
BSSFA
2664
Baron Silver Stevens Financial Advisors
Florida
$601K +$56.5K +254 +11%
CBA
2665
Coastal Bridge Advisors
Connecticut
$600K -$10.9K -49 -2%
HGERS
2666
Householder Group Estate & Retirement Specialist
Arizona
$598K +$5.34K +24 +0.9%
HKIMG
2667
Hutchens & Kramer Investment Management Group
Indiana
$595K -$223K -1,003 -28%
SFG
2668
Summit Financial Group
West Virginia
$595K -$14.9K -67 -2%
SIM
2669
SSI Investment Management
California
$594K -$190K -854 -24%
LA
2670
LexAurum Advisors
Kansas
$590K +$108K +487 +23%
TA
2671
Trellis Advisors
Washington
$590K +$20K +90 +4%
AWM
2672
Act Wealth Management
Texas
$589K +$223 +1 +0%
FAFN
2673
First Affirmative Financial Network
Colorado
$588K -$62.1K -279 -10%
WFM
2674
Wolff Financial Management
Michigan
$587K – – –
TRIA
2675
Trail Ridge Investment Advisors
Colorado
$586K +$445 +2 +0.1%
105 106
107
108 109