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Name Holding Trade Value Shares
Change 		Change in
Stake
CAS
1026
Coppell Advisory Solutions
Texas
$425K -$22.1K -48 -7%
SIM
1027
Sentry Investment Management
Wisconsin
$423K +$309K +671 New
ACG
1028
Allen Capital Group
Nebraska
$417K +$267K +580 New
MWM
1029
Maridea Wealth Management
New York
$417K +$339K +736 New
SIMG
1030
Sonora Investment Management Group
Arizona
$415K +$267K +578 New
HWAM
1031
Hennion & Walsh Asset Management
New Jersey
$412K +$265K +574 New
SWM
1032
StoneCrest Wealth Management
Arizona
$412K +$265K +574 New
VWM
1033
Venturi Wealth Management
Texas
$412K +$264K +573 New
VBFG
1034
Vishria Bird Financial Group
Tennessee
$410K +$263K +571 New
VFA
1035
Valeo Financial Advisors
Indiana
$409K +$3.23K +7 +1%
B
1036
Bensler
Washington
$406K +$261K +565 New
PL
1037
Plancorp LLC
Missouri
$405K +$260K +564 New
MWM
1038
Mindset Wealth Management
Indiana
$404K -$75.2K -163 -22%
MIM
1039
Moseley Investment Management
Florida
$404K +$259K +562 New
GWP
1040
Gen-Wealth Partners
Michigan
$400K – – –
RFA
1041
Reyes Financial Architecture
California
$400K +$72.9K +158 +40%
SAW
1042
Signal Advisors Wealth
Michigan
$399K +$256K +555 New
BA
1043
Bridgewater Advisors
New York
$398K +$26.7K +58 +10%
RTL
1044
Red Tortoise LLC
Georgia
$395K – – –
AWM
1045
Angeles Wealth Management
California
$394K -$55.3K -120 -18%
IIA
1046
Integrity Investment Advisors
Colorado
$392K +$252K +546 New
WB
1047
WesBanco Bank
West Virginia
$392K +$251K +545 New
OWM
1048
OneAscent Wealth Management
Alabama
$392K -$317K -687 -56%
HIA
1049
Harbor Investment Advisory
Maryland
$391K +$241K +523 +2,490%
EWA
1050
Exencial Wealth Advisors
Oklahoma
$390K +$250K +543 New
40 41
42
43 44