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Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
4426
Verde Capital Management
Michigan
$482K -$77.9K -425 -13%
RHJA
4427
Rice Hall James & Associates
California
$479K – – –
MFS
4428
Mirabella Financial Services
United Kingdom
$478K -$11.6M -63,288 -96%
BBA
4429
Braun-Bostich & Associates
Pennsylvania
$477K -$565K -3,079 -53%
PCM
4430
Passive Capital Management
Maryland
$476K – – –
SWA
4431
Sightline Wealth Advisors
Connecticut
$476K +$183 +1 +0%
PWS
4432
Peloton Wealth Strategists
Indiana
$475K +$79.8K +435 +19%
CF
4433
Convergence Financial
Missouri
$475K – – –
SCM
4434
Stevens Capital Management
Pennsylvania
$474K -$3.2M -17,465 -86%
SA
4435
Syntax Advisors
New York
$474K +$11.4K +62 +2%
VCG
4436
Vantage Consulting Group
Virginia
$474K +$11.4K +62 +2%
AFC
4437
Adaptive Financial Consulting
Ohio
$474K +$41.1K +224 +9%
WFS
4438
Walker Financial Services
Kentucky
$473K +$36.7K +200 +8%
VFO
4439
Virtus Family Office
Texas
$471K – – –
AFA
4440
Atlas Financial Advisors
California
$470K +$504K +2,748 New
PPW
4441
PACK Private Wealth
Minnesota
$470K – – –
TWP
4442
TFO Wealth Partners
Ohio
$470K +$230K +1,252 +107%
DCBT
4443
Dakota Community Bank & Trust
North Dakota
$468K -$29K -158 -5%
FF
4444
Financial Futures
New Jersey
$468K +$121K +659 +32%
CWP
4445
Corepath Wealth Partners
Arizona
$466K +$55K +300 +13%
XC
4446
XY Capital
Hong Kong
$459K +$492K +2,682 New
CJFS
4447
Coulter & Justus Financial Services
Tennessee
$455K +$367 +2 +0.1%
IFPL
4448
Investments & Financial Planning LLC
Kentucky
$448K – – –
NHFG
4449
New Harbor Financial Group
Massachusetts
$448K +$6.79K +37 +1%
BCM
4450
Beddow Capital Management
Wyoming
$445K -$36.7K -200 -7%
176 177
178
179 180