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Name Holding Trade Value Shares
Change 		Change in
Stake
NW
801
NewEdge Wealth
Pennsylvania
$316K +$84.1K +1,066 +42%
WC
802
Weil Company
California
$316K -$359K -4,548 -56%
CQS
803
Credential Qtrade Securities
$316K +$33.4K +423 +13%
CWM
804
Centric Wealth Management
Illinois
$315K -$15.7M -199,000 -98%
BF
805
BOK Financial
Oklahoma
$314K -$189K -2,401 -40%
WEG
806
World Equity Group
Illinois
$312K -$111K -1,404 -28%
KWM
807
Kingsview Wealth Management
Oregon
$308K -$4.02K -51 -1%
HNWAG
808
High Net Worth Advisory Group
Florida
$307K -$4.73K -60 -2%
ACM
809
Alta Capital Management
Utah
$301K +$42.5K +539 +19%
IRC
810
Investors Research Corp
Georgia
$300K -$41.4K -525 -13%
SSG
811
Summit Securities Group
New York
$300K +$269K +3,409 New
EP
812
Elkhorn Partners
Nebraska
$299K +$3.15K +40 +1%
SFCL
813
Strengthening Families & Communities LLC
Massachusetts
$296K +$9.07K +115 +4%
PWP
814
Pursue Wealth Partners
California
$295K -$108K -1,370 -29%
JEST
815
JTC Employer Solutions Trustee
Jersey
$294K -$11.8K -150 -4%
DA
816
Doliver Advisors
Texas
$293K -$32.8K -416 -11%
HC
817
Hourglass Capital
Texas
$293K – – –
AMC
818
Asset Management Corp
Illinois
$292K -$106K -1,343 -29%
TVAMP
819
Tennessee Valley Asset Management Partners
Tennessee
$289K -$17.3K -219 -6%
WFO
820
Wealthgate Family Office
Colorado
$288K – – –
CHC
821
City Holding Co
West Virginia
$283K -$22.1K -280 -8%
IWN
822
Independent Wealth Network
Iowa
$282K +$5.28K +67 +2%
AIS
823
AM Investment Strategies
Tennessee
$282K -$399K -5,063 -61%
CI
824
CAZ Investments
Texas
$282K – – –
CA
825
Cullinan Associates
Kentucky
$282K – – –
31 32
33
34 35