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Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
4276
Verde Capital Management
Michigan
$525K +$578K +4,043 New
NEPPG
4277
New England Professional Planning Group
Rhode Island
$523K -$89.6K -627 -13%
SCM
4278
Shapiro Capital Management
Georgia
$520K -$35.7K -250 -6%
GCM
4279
Gunderson Capital Management
South Carolina
$520K +$13K +91 +2%
SL
4280
Savior LLC
Massachusetts
$520K -$6.29K -44 -1%
SCA
4281
Scott Capital Advisors
Oregon
$518K -$6.57K -46 -1%
HFS
4282
Horizon Financial Services
North Carolina
$517K +$8K +56 +1%
CW
4283
Cook Wealth
North Carolina
$517K +$23.3K +163 +4%
FFW
4284
Fusion Family Wealth
New York
$516K +$21.2K +148 +4%
SPWM
4285
Straight Path Wealth Management
Michigan
$516K +$314K +2,200 +124%
GWAM
4286
Guardian Wealth Advisors (Minnesota)
Minnesota
$515K -$38K -266 -6%
SFMG
4287
Sage Financial Management Group
Virginia
$510K -$79.3K -555 -12%
SWA
4288
Sightline Wealth Advisors
Connecticut
$509K +$326K +2,284 +140%
KA
4289
Keene & Associates
Texas
$508K -$11.9K -83 -2%
CCA
4290
Cravens & Co Advisors
Tennessee
$508K +$559K +3,913 New
IAA
4291
Ironsides Asset Advisors
North Carolina
$508K +$3.14K +22 +0.6%
RH
4292
RFG Holdings
Texas
$507K +$32.4K +227 +6%
VIA
4293
Virtus Investment Advisers
Connecticut
$507K – – –
CWA
4294
Carolina Wealth Advisors
South Carolina
$506K -$2.14K -15 -0.4%
EPM
4295
Equitec Proprietary Markets
Illinois
$505K +$555K +3,886 New
VF
4296
Vista Finance
Missouri
$504K -$488K -3,412 -47%
AIA
4297
Acute Investment Advisory
Arizona
$503K -$1.07M -7,463 -66%
JFGLC
4298
Johnson Financial Group LLC (Colorado)
Colorado
$500K -$805K -5,634 -59%
LG
4299
LAM Group
Oregon
$500K +$550K +3,846 New
BFS
4300
Beacon Financial Strategies
North Carolina
$496K +$143 +1 +0%
170 171
172
173 174