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Name Holding Trade Value Shares
Change 		Change in
Stake
WC
1276
Waterloo Capital
Texas
$816K +$99.7K +448 +13%
WP
1277
Westmount Partners
California
$815K -$678K -3,047 -45%
WAAG
1278
Wealth Alliance Advisory Group
Kansas
$813K -$731K -3,284 -47%
VNA
1279
Valley National Advisers
Pennsylvania
$810K -$35.2K -158 -4%
FPI
1280
Financial Plan Inc
Washington
$807K +$54.5K +245 +7%
FCM
1281
Fairbanks Capital Management
California
$806K -$59.4K -267 -7%
SWGC
1282
Summit Wealth Group (Colorado)
Colorado
$806K +$232K +1,044 +39%
OBWG
1283
Onyx Bridge Wealth Group
New York
$803K +$1.56K +7 +0.2%
AWAU
1284
Alliance Wealth Advisors (Utah)
Utah
$803K -$426K -1,917 -34%
FRM
1285
Fox Run Management
Connecticut
$802K -$445K -2,001 -35%
LSA
1286
L & S Advisors
California
$802K +$24.5K +110 +3%
GBFG
1287
Gerald Baker Financial Group
Texas
$802K +$117K +528 +17%
PAS
1288
Professional Advisory Services
Florida
$800K – – –
LF
1289
Lantz Financial
Illinois
$796K -$42K -189 -5%
PCM
1290
Pointe Capital Management
Michigan
$796K – – –
NWAG
1291
Net Worth Advisory Group
Utah
$795K -$72.5K -326 -8%
CCM
1292
Capstone Capital Management
$795K -$1.31M -5,887 -34%
ML
1293
Mayport LLC
Massachusetts
$794K -$218K -978 -21%
LWMNY
1294
Landmark Wealth Management (New York)
New York
$791K +$445 +2 +0.1%
HKIM
1295
Hayek Kallen Investment Management
Alabama
$790K – – –
IPW
1296
Impact Partnership Wealth
Georgia
$789K +$36.5K +164 +5%
ACM
1297
Aljian Capital Management
Nevada
$789K +$5.56K +25 +0.7%
RC
1298
Roundview Capital
New Jersey
$788K -$486K -2,184 -38%
ICP
1299
Interchange Capital Partners
Pennsylvania
$787K +$459K +2,065 +132%
SN
1300
Sittner & Nelson
Oregon
$781K +$1.78K +8 +0.2%
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