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Name Holding Trade Value Shares
Change 		Change in
Stake
KA
1126
Kercheville Advisors
Texas
$459K +$32.3K +240 +8%
CCA
1127
Childress Capital Advisors
Texas
$454K -$257K -1,909 -38%
C
1128
Certuity
Florida
$454K -$57.4K -427 -12%
LFA
1129
Legacy Financial Advisors
Kentucky
$450K +$40.5K +301 +11%
BIM
1130
Bullseye Investment Management
Ohio
$449K +$420K +3,122 New
KWMG
1131
King Wealth Management Group
Florida
$446K +$10.6K +79 +3%
ZB
1132
Zions Bancorporation
Utah
$445K -$229K -1,702 -35%
GL
1133
Graypoint LLC
New York
$445K +$55.6K +414 +15%
KPW
1134
Kore Private Wealth
New York
$441K -$308K -2,291 -43%
FIM
1135
Freedom Investment Management
Connecticut
$441K +$13.4K +100 +3%
AWA
1136
Arete Wealth Advisors
Illinois
$440K +$405K +3,011 New
AF
1137
Allworth Financial
California
$439K +$150K +1,116 +58%
ACM
1138
Advisors Capital Management
New Jersey
$438K -$40.6K -302 -9%
OWM
1139
Opes Wealth Management
California
$437K – – –
TCBWMS
1140
Texas Capital Bank Wealth Management Services
Texas
$434K – – –
LWM
1141
Laidlaw Wealth Management
New York
$434K +$405K +3,015 New
CAM
1142
Concorde Asset Management
Michigan
$433K -$271K -2,018 -40%
VC
1143
Veracity Capital
Georgia
$433K -$102K -760 -20%
TWA
1144
TCI Wealth Advisors
Arizona
$433K +$7.39K +55 +2%
CC
1145
Codex Capital
New York
$432K – – –
WA
1146
Wealth Advisors
California
$432K – – –
NDSI
1147
Newman Dignan & Sheerar Inc
Rhode Island
$432K +$5.38K +40 +1%
ACM
1148
Adalta Capital Management
New York
$431K -$53.8K -400 -12%
CFD
1149
Creative Financial Designs
Indiana
$431K +$26.6K +198 +7%
VWA
1150
Visionary Wealth Advisors
Illinois
$430K +$401K +2,986 New
44 45
46
47 48