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Name Holding Trade Value Shares
Change 		Change in
Stake
VCS
4301
Vaughan & Co Securities
New Jersey
$2.22M -$40.4K -200 -2%
SWA
4302
ShankerValleau Wealth Advisors
Illinois
$2.22M – – –
TNAM
4303
Terra Nova Asset Management
New York
$2.22M -$850K -4,209 -28%
VBWMG
4304
Von Berge Wealth Management Group
California
$2.22M -$86.2K -427 -4%
FAM
4305
Forte Asset Management
New York
$2.21M -$9.49K -47 -0.4%
RFP
4306
Roth Financial Partners
Texas
$2.21M – – –
HWM
4307
HFG Wealth Management
Texas
$2.21M +$606 +3 +0%
GCM
4308
Gladius Capital Management
Illinois
$2.21M -$8.99M -44,497 -81%
SWM
4309
Sterling Wealth Management
Illinois
$2.2M +$2.17M +10,733 New
CP
4310
Camelot Portfolios
Ohio
$2.2M +$49.5K +245 +2%
PAG
4311
Powers Advisory Group
Illinois
$2.19M +$31.1K +154 +1%
GA
4312
Gordian Advisors
Arizona
$2.19M +$109K +542 +5%
AIP
4313
Alexis Investment Partners
Texas
$2.19M -$275K -1,362 -11%
VFP
4314
Vested Financial Planning
California
$2.19M – – –
IAG
4315
Ipsen Advisor Group
Arkansas
$2.19M +$819K +4,053 +61%
NWMG
4316
Nicholson Wealth Management Group
South Carolina
$2.19M +$69.7K +345 +3%
ADBIC
4317
A.D. Beadell Investment Counsel
Wisconsin
$2.19M -$212K -1,049 -9%
CCA
4318
Cottonwood Capital Advisors
Utah
$2.19M -$112K -554 -5%
SIM
4319
SSI Investment Management
California
$2.19M -$1.02M -5,040 -32%
LK
4320
Lumbard & Kellner
New Hampshire
$2.19M -$282K -1,398 -12%
CCM
4321
Chiron Capital Management
Florida
$2.18M -$25.4K -126 -1%
SPL
4322
Smart Portfolios LLC
Washington
$2.18M -$7.07K -35 -0.3%
SWMG
4323
Signature Wealth Management Group
Georgia
$2.18M +$15.8K +78 +0.7%
NMCM
4324
Nicholson Meyer Capital Management
Missouri
$2.17M -$72.5K -359 -3%
VIM
4325
Vista Investment Management
Pennsylvania
$2.17M -$68.7K -340 -3%
171 172
173
174 175