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Name Holding Trade Value Shares
Change 		Change in
Stake
VAG
2201
VisionPoint Advisory Group
Texas
$3.45M +$238K +3,240 +6%
ACM
2202
Avalon Capital Management
California
$3.45M -$3.24K -44 -0.1%
UC
2203
Unio Capital
New Jersey
$3.44M -$53K -720 -1%
BWM
2204
BigSur Wealth Management
Florida
$3.44M -$728K -9,896 -15%
OIM
2205
Opus Investment Management
Massachusetts
$3.43M – – –
OCM
2206
Orser Capital Management
Texas
$3.43M +$342K +4,656 +9%
KHLMTHM
2207
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$3.43M – – –
BWM
2208
BerganKDV Wealth Management
Minnesota
$3.42M +$122K +1,664 +3%
VWM
2209
Vigilare Wealth Management
Arizona
$3.41M +$484K +6,588 +14%
MAP
2210
Managed Asset Portfolios
Michigan
$3.41M +$3.95M +53,664 New
IAS
2211
IMA Advisory Services
Colorado
$3.41M -$316K -4,300 -7%
AWS
2212
AJ Wealth Strategies
New York
$3.41M +$1.72M +23,352 +77%
NPP
2213
New Potomac Partners
Maryland
$3.4M -$43.2K -588 -1%
PC
2214
Provenire Capital
Minnesota
$3.4M +$3.93M +53,472 New
CP
2215
Camelot Portfolios
Ohio
$3.4M -$90.6K -1,232 -2%
OLA
2216
Oliver Luxxe Assets
New Jersey
$3.39M -$1.69M -22,976 -31%
HWM
2217
Hohimer Wealth Management
Washington
$3.39M +$162K +2,200 +5%
SIA
2218
Soltis Investment Advisors
Utah
$3.38M +$815K +11,080 +26%
TSWM
2219
Triangle Securities Wealth Management
North Carolina
$3.38M -$342K -4,644 -8%
FUBT
2220
First United Bank & Trust
Maryland
$3.38M +$17.1K +232 +0.4%
BIA
2221
BHK Investment Advisors
Alabama
$3.38M +$81.5K +1,108 +2%
JWCA
2222
J.W. Cole Advisors
Florida
$3.37M -$21.7M -295,524 -85%
HIM
2223
HawsGoodwin Investment Management
Tennessee
$3.37M -$54.4K -740 -1%
HAS
2224
HBW Advisory Services
California
$3.37M -$26.2K -356 -0.7%
SFWA
2225
Summit Financial Wealth Advisors
Louisiana
$3.35M -$487K -6,620 -11%
87 88
89
90 91