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Name Holding Trade Value Shares
Change 		Change in
Stake
VNIM
1876
Vaughan Nelson Investment Management
Texas
$1.93M -$682K -6,525 -28%
MWA
1877
Midland Wealth Advisors
Illinois
$1.93M -$176K -1,685 -9%
NL
1878
Navalign LLC
California
$1.93M -$29.3K -280 -2%
WA
1879
Waddell & Associates
Tennessee
$1.92M +$15.1K +144 +0.9%
FWM
1880
Finer Wealth Management
Massachusetts
$1.92M – – –
HI
1881
Hudock Inc
Pennsylvania
$1.92M +$1.25K +12 +0.1%
IWM
1882
Iams Wealth Management
Nebraska
$1.92M +$227K +2,167 +15%
CWA
1883
CM Wealth Advisors
Ohio
$1.91M -$62.7K -600 -4%
CWM
1884
Circle Wealth Management
New Jersey
$1.91M -$10.1K -97 -0.6%
KA
1885
Klingman & Associates
New York
$1.91M +$50.9K +487 +3%
LCGC
1886
Legacy Capital Group California
California
$1.91M -$51.2K -490 -3%
AMBIA
1887
Allen Mooney & Barnes Investment Advisors
Georgia
$1.9M -$19.9M -190,286 -92%
GC
1888
Gilbert & Cook
Iowa
$1.9M -$696K -6,653 -29%
MP
1889
Moment Partners
California
$1.9M +$57.3K +548 +4%
LWMNY
1890
Landmark Wealth Management (New York)
New York
$1.89M +$52.8K +505 +3%
ZCI
1891
Zevenbergen Capital Investments
Washington
$1.89M -$34K -325 -2%
FPW
1892
Flywheel Private Wealth
California
$1.89M -$6.28K -60 -0.4%
NI
1893
Natural Investments
California
$1.89M +$53.3K +510 +3%
SFA
1894
Souders Financial Advisors
Ohio
$1.89M +$173K +1,654 +11%
PCM
1895
Princeton Capital Management
New Jersey
$1.88M +$152K +1,450 +10%
CF
1896
Centaurus Financial
California
$1.88M -$39K -373 -2%
AB
1897
ANB Bank
Colorado
$1.88M -$144K -1,375 -8%
ILI
1898
Invesco LLC (Illinois)
Illinois
$1.88M – – –
JWM
1899
JGP Wealth Management
Oregon
$1.88M -$837 -8 -0.1%
SI
1900
Saxon Interests
Texas
$1.88M -$82.9K -793 -5%
74 75
76
77 78