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Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
2101
Whitener Capital Management
North Carolina
$594K -$910 -20 -0.2%
LFA
2102
Landmark Financial Advisors
Kentucky
$592K +$11.4K +250 +2%
SSG
2103
Summit Securities Group
New York
$591K -$710K -15,592 -56%
FNBOSM
2104
First National Bank of South Miami
Florida
$591K -$12.8K -281 -2%
CWM
2105
Chronos Wealth Management
Florida
$591K -$1.97M -43,336 -78%
FWM
2106
Focused Wealth Management
New York
$590K -$4.14K -91 -0.7%
FBB
2107
Fulton Breakefield Broenniman
Maryland
$590K +$50.1K +1,100 +10%
AAP
2108
Arax Advisory Partners
Colorado
$590K -$38K -834 -6%
EI
2109
EDMP Inc
Florida
$590K -$7.6K -167 -1%
CWA
2110
CM Wealth Advisors
Ohio
$590K – – –
VCP
2111
Verus Capital Partners
Arizona
$589K +$6.83K +150 +1%
FG
2112
Foster Group
Iowa
$588K -$7.19K -158 -1%
PIA
2113
Pinion Investment Advisors
Kansas
$586K -$70.5K -1,550 -11%
VCM
2114
Vigilant Capital Management
Maine
$586K +$9.42K +207 +2%
SWP
2115
Semus Wealth Partners
Florida
$585K +$559K +12,280 New
GA
2116
GraniteShares Advisors
New York
$583K -$84K -1,846 -13%
CBA
2117
Coastal Bridge Advisors
Connecticut
$582K -$5.87K -129 -1%
DTL
2118
Dynamic Technology Lab
Singapore
$582K -$2.59M -57,008 -82%
GAAM
2119
Guinness Atkinson Asset Management
California
$581K -$55.5K -1,219 -9%
CFA
2120
Compass Financial Advisors
Indiana
$579K +$553K +12,156 New
QP
2121
Quilter Plc
United Kingdom
$579K -$49.8K -1,094 -8%
OFA
2122
Oak Family Advisors
Illinois
$578K -$34.6K -760 -6%
AF
2123
Apexium Financial
Texas
$578K +$107K +2,354 +24%
DT
2124
Daniels + Tansey
Delaware
$576K +$1.46K +32 +0.3%
FCP
2125
Fidelis Capital Partners
Florida
$575K +$539K +11,835 New
83 84
85
86 87