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Name Holding Trade Value Shares
Change 		Change in
Stake
TC
2951
TAGStone Capital
North Carolina
$634K +$13.2K +48 +2%
GCA
2952
Gradient Capital Advisors
California
$631K – – –
TFA
2953
Tobias Financial Advisors
Florida
$631K +$43K +157 +7%
GWA
2954
GGM Wealth Advisors
Maryland
$627K -$255K -931 -28%
AWM
2955
Act Wealth Management
Texas
$626K -$56.2K -205 -8%
LPAM
2956
Lodestar Private Asset Management
California
$625K -$7.4K -27 -1%
AA
2957
AlphaQ Advisors
Florida
$625K -$543K -1,981 -45%
PCMF
2958
Private Capital Management (Florida)
Florida
$623K +$822 +3 +0.1%
SC
2959
Sierra Capital
Florida
$622K – – –
CWM
2960
Cahaba Wealth Management
Georgia
$621K -$11.8K -43 -2%
FCA
2961
Fortis Capital Advisors
Kansas
$619K -$18.4K -67 -3%
TCM
2962
Towercrest Capital Management
Pennsylvania
$618K -$19.5K -71 -3%
FCA
2963
FinTrust Capital Advisors
South Carolina
$617K +$32.6K +119 +5%
RW
2964
Rede Wealth
Virginia
$617K -$2.74K -10 -0.4%
WAM
2965
Winslow Asset Management
Ohio
$617K – – –
LOAMU
2966
Lombard Odier Asset Management (USA)
New York
$617K -$1.1M -4,000 -63%
TCM
2967
Tandem Capital Management
New Jersey
$616K – – –
OTL
2968
Oak Thistle LLC
New York
$616K +$378K +1,380 +143%
KL
2969
KilterHowling LLC
Colorado
$616K +$14.3K +52 +2%
SPWG
2970
Sage Private Wealth Group
Illinois
$615K +$18.1K +66 +3%
OWA
2971
ORBA Wealth Advisors
Illinois
$614K +$170K +622 +36%
RCM
2972
Requisite Capital Management
Texas
$613K -$180K -656 -22%
OWM
2973
OneAscent Wealth Management
Alabama
$609K -$12.6K -46 -2%
GCAC
2974
Guardian Capital Advisors (Canada)
Ontario, Canada
$609K -$107K -390 -14%
EIG
2975
Ellenbecker Investment Group
Wisconsin
$605K +$96.8K +353 +18%
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119
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