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Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
1526
Versant Capital Management
Arizona
$312K +$43.4K +400 +15%
MA
1527
MBA Advisors
Pennsylvania
$312K -$10.9K -100 -3%
WI
1528
Wintrust Investments
Illinois
$311K +$1.95K +18 +0.6%
VC
1529
Vicus Capital
Pennsylvania
$310K -$103K -949 -24%
AWM
1530
Accel Wealth Management
Iowa
$309K -$27.7K -255 -8%
PA
1531
Procyon Advisors
Connecticut
$309K +$5.21K +48 +2%
JCM
1532
Jacobsen Capital Management
Utah
$308K -$28.1K -259 -8%
ONST
1533
Old North State Trust
North Carolina
$307K – – –
BFG
1534
Beacon Financial Group
Texas
$307K +$315K +2,902 New
ECM
1535
EMC Capital Management
Texas
$307K +$326K +3,000 New
MWP
1536
Meridian Wealth Partners
Pennsylvania
$307K +$324K +2,985 New
CWP
1537
Cyndeo Wealth Partners
Florida
$306K +$40.3K +371 +14%
CIA
1538
Choate Investment Advisors
Massachusetts
$304K +$130K +1,198 +68%
FPAS
1539
Focus Partners Advisor Solutions
Missouri
$304K +$35.7K +329 +13%
RWI
1540
Red Wave Investments
Pennsylvania
$303K – – –
CAM
1541
CenterStar Asset Management
Illinois
$302K +$319K +2,941 New
ZB
1542
Zions Bancorporation
Utah
$302K -$11K -101 -3%
BFG
1543
Berger Financial Group
Minnesota
$301K +$58.3K +537 +22%
EW
1544
Evoke Wealth
California
$301K +$115K +1,062 +57%
ACM
1545
Arlington Capital Management
Illinois
$300K – – –
ACM
1546
Aljian Capital Management
Nevada
$300K -$65.1K -600 -17%
TCMP
1547
Thrive Capital Management (Pennsylvania)
Pennsylvania
$299K +$94.3K +869 +43%
TWP
1548
Tempus Wealth Planning
California
$299K +$59.7K +550 +23%
QC
1549
QCM Cayman
Texas
$297K +$314K +2,893 New
MFWP
1550
Mosaic Family Wealth Partners
Missouri
$297K +$21.7K +200 +7%
60 61
62
63 64