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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1676
Congress Wealth Management
Massachusetts
$321K -$214K -2,798 -41%
VL
1677
Vima LLC
Michigan
$320K -$56.6K -741 -15%
OIA
1678
Optimum Investment Advisors
Illinois
$320K – – –
OBGC
1679
O'Brien Greene & Co
Pennsylvania
$319K -$91.7K -1,200 -23%
RCM
1680
Regency Capital Management
Hawaii
$319K -$38.2K -500 -11%
FC
1681
Fulcrum Capital
Washington
$319K – – –
HPM
1682
Hoxton Planning & Management
West Virginia
$318K +$26K +341 +9%
DFG
1683
Delta Financial Group
New Jersey
$318K -$2.29K -30 -0.7%
BWM
1684
BCS Wealth Management
Tennessee
$318K – – –
PP
1685
PDS Planning
Ohio
$318K +$33.7K +441 +12%
CWP
1686
Cyndeo Wealth Partners
Florida
$317K +$9.01K +118 +3%
LA
1687
LVW Advisors
New York
$316K +$303K +3,965 New
FAG
1688
Fortitude Advisory Group
Washington
$315K -$19.9K -260 -6%
FMP
1689
Financial Management Professionals
Texas
$315K +$38.8K +508 +15%
TFA
1690
Tranquilli Financial Advisor
New Jersey
$314K +$91.9K +1,203 +44%
NFC
1691
Northeast Financial Consultants
Connecticut
$312K +$299K +3,913 New
IW
1692
Imprint Wealth
South Carolina
$312K +$299K +3,918 New
GSIAS
1693
Garden State Investment Advisory Services
New Jersey
$311K -$76 -1 -0%
LIA
1694
LBMC Investment Advisors
Tennessee
$311K – – –
AFA
1695
AA Financial Advisors
Ohio
$311K +$298K +3,897 New
BO
1696
Bank OZK
Arkansas
$311K -$151K -1,973 -34%
WAG
1697
Winthrop Advisory Group
Massachusetts
$311K +$840 +11 +0.3%
ECG
1698
Edge Capital Group
Georgia
$310K -$25K -327 -8%
RIA
1699
Richwood Investment Advisors
Ohio
$310K – – –
BRIA
1700
Balanced Rock Investment Advisors
Massachusetts
$309K -$274K -3,587 -48%
66 67
68
69 70