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Name Holding Trade Value Shares
Change 		Change in
Stake
VIP
1226
Vista Investment Partners
Oklahoma
$867K +$19K +167 +3%
AFG
1227
Atomi Financial Group
New York
$865K +$44.8K +393 +6%
VFA
1228
Voya Financial Advisors
Connecticut
$865K -$51.3K -450 -6%
ZIC
1229
ZWJ Investment Counsel
Georgia
$862K +$118K +1,035 +18%
CT
1230
Coastline Trust
Rhode Island
$860K -$1.94K -17 -0.3%
LFA
1231
Legacy Financial Advisors
Kentucky
$860K -$11.7K -103 -2%
LWL
1232
Leo Wealth LLC
Texas
$859K +$121K +1,058 +19%
AHC
1233
Adell Harriman & Carpenter
Texas
$858K +$3.31K +29 +0.4%
NAS
1234
Nicolet Advisory Services
Wisconsin
$858K +$75.9K +665 +11%
KIG
1235
Kowal Investment Group
Wisconsin
$850K +$150K +1,317 +25%
CAG
1236
Crestwood Advisors Group
Massachusetts
$848K -$34.2K -300 -4%
CP
1237
Canopy Partners
Ohio
$845K +$18.3K +160 +2%
CA
1238
Commerzbank Aktiengesellschaft
Germany
$843K +$307K +2,688 +68%
AFM
1239
Abbot Financial Management
Massachusetts
$842K -$913 -8 -0.1%
PCG
1240
Prosperity Consulting Group
Maryland
$840K +$311K +2,723 +70%
BEC
1241
Blue Edge Capital
Virginia
$840K – – –
BWP
1242
Baldwin Wealth Partners
Massachusetts
$838K -$18.3K -160 -2%
MRCM
1243
M&R Capital Management
New Jersey
$838K -$162K -1,421 -18%
CF
1244
Copperwynd Financial
Arizona
$838K -$33.9K -297 -4%
OPA
1245
Old Port Advisors
Maine
$835K -$4.56K -40 -0.6%
FCB
1246
First County Bank
Connecticut
$834K -$56.2K -493 -7%
MYIA
1247
Mount Yale Investment Advisors
Colorado
$833K -$34.3K -301 -4%
CWA
1248
CM Wealth Advisors
Ohio
$832K +$768K +6,731 New
RSWM
1249
Robertson Stephens Wealth Management
California
$826K +$53.8K +472 +8%
TCWA
1250
Turtle Creek Wealth Advisors
Texas
$826K +$21.2K +186 +3%
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