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Name Holding Trade Value Shares
Change 		Change in
Stake
CIP
3001
Convergence Investment Partners
Florida
$844K -$301 -1 -0%
AWS
3002
Aspen Wealth Strategies
Colorado
$844K +$11.7K +39 +1%
RIA
3003
Realta Investment Advisors
Delaware
$843K +$266K +884 +49%
TDB
3004
Thompson David Blair
$842K +$802K +2,666 New
HWMO
3005
Heritage Wealth Management (Ohio)
Ohio
$842K – – –
FFB
3006
First Financial Bankshares
Texas
$842K -$236K -785 -23%
TW
3007
Traveka Wealth
California
$839K +$14.7K +49 +2%
NAMNJ
3008
NorthStar Asset Management (New Jersey)
New Jersey
$837K -$41.5K -138 -5%
OWP
3009
ORG Wealth Partners
Texas
$836K +$71K +236 +10%
FFA
3010
Founders Financial Alliance
North Carolina
$834K +$74.6K +248 +10%
LAS
3011
LWM Advisory Services
Florida
$834K -$18.3K -61 -2%
SCM
3012
SOL Capital Management
Maryland
$831K – – –
WAOI
3013
Wealth Advisors of Iowa
Iowa
$828K +$7.82K +26 +1%
PVM
3014
Palogic Value Management
Texas
$827K – – –
TWM
3015
Trueblood Wealth Management
Ohio
$826K -$4.21K -14 -0.5%
IWP
3016
Invenio Wealth Partners
Florida
$826K +$19.8K +66 +3%
ACP
3017
Arcus Capital Partners
Georgia
$826K +$890K +2,959 New
HP
3018
Holistic Planning
Texas
$825K +$22.3K +74 +3%
FB
3019
Finward Bancorp
Indiana
$824K +$784K +2,608 New
SFG
3020
Sunburst Financial Group
Alabama
$824K +$15.3K +51 +2%
CWM
3021
Cahaba Wealth Management
Georgia
$824K -$23.5K -78 -3%
WFM
3022
Wolff Financial Management
Michigan
$823K – – –
JE
3023
JMAC Enterprises
Pennsylvania
$821K +$17.1K +57 +2%
GC
3024
Garde Capital
Washington
$820K +$48.4K +161 +7%
FFO
3025
Fortitude Family Office
Arizona
$818K +$318K +1,058 +69%
119 120
121
122 123