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Name Holding Trade Value Shares
Change 		Change in
Stake
VFP
926
Vested Financial Planning
California
$271K – – –
CIA
927
Choate Investment Advisors
Massachusetts
$270K -$51K -392 -16%
AWM
928
Avior Wealth Management
Nebraska
$267K -$4.42K -34 -2%
WF
929
Welch & Forbes
Massachusetts
$265K -$9.75K -75 -3%
SAM
930
SP Asset Management
California
$265K -$13K -100 -5%
TC
931
Truvestments Capital
Florida
$264K – – –
FFA
932
Founders Financial Alliance
North Carolina
$262K +$7.15K +55 +3%
CM
933
Capula Management
Cayman Islands
$260K +$267K +2,055 New
KWA
934
Kingswood Wealth Advisors
California
$259K -$3.38K -26 -1%
PWM
935
Palumbo Wealth Management
New York
$258K +$48.4K +372 +22%
BCM
936
Brookstone Capital Management
Illinois
$258K -$2.73K -21 -1%
LA
937
LVW Advisors
New York
$256K +$60.9K +468 +30%
RA
938
RFG Advisory
Alabama
$255K -$251K -1,928 -49%
ISS
939
Intesa Sanpaolo SpA.
Italy
$253K +$260K +2,000 New
WTG
940
West Tower Group
Virginia
$253K +$260K +2,000 New
MFS
941
Mirabella Financial Services
United Kingdom
$251K -$112K -859 -30%
LCWP
942
Legacy Capital Wealth Partners
Arkansas
$250K +$17.4K +134 +7%
NAMI
943
Nomura Asset Management International
Pennsylvania
$250K +$257K +1,977 New
OWP
944
ORG Wealth Partners
Texas
$250K -$41K -315 -14%
SP
945
Stonebrook Private
Michigan
$249K +$257K +1,975 New
CFP
946
Catalyst Financial Partners
Massachusetts
$246K +$253K +1,949 New
GRWP
947
Green Ridge Wealth Planning
New Jersey
$243K -$2.21K -17 -0.9%
FWP
948
FAS Wealth Partners
Kansas
$242K – – –
EFG
949
Everhart Financial Group
Ohio
$242K +$249K +1,916 New
OPWM
950
Oregon Pacific Wealth Management
Oregon
$242K +$249K +1,913 New
36 37
38
39 40