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Name Holding Trade Value Shares
Change 		Change in
Stake
VL
1676
Vima LLC
Michigan
$320K -$56.6K -741 -15%
OIA
1677
Optimum Investment Advisors
Illinois
$320K – – –
OBGC
1678
O'Brien Greene & Co
Pennsylvania
$319K -$91.7K -1,200 -23%
RCM
1679
Regency Capital Management
Hawaii
$319K -$38.2K -500 -11%
FC
1680
Fulcrum Capital
Washington
$319K – – –
HPM
1681
Hoxton Planning & Management
West Virginia
$318K +$26K +341 +9%
DFG
1682
Delta Financial Group
New Jersey
$318K -$2.29K -30 -0.7%
BWM
1683
BCS Wealth Management
Tennessee
$318K – – –
PP
1684
PDS Planning
Ohio
$318K +$33.7K +441 +12%
CWP
1685
Cyndeo Wealth Partners
Florida
$317K +$9.01K +118 +3%
LA
1686
LVW Advisors
New York
$316K +$303K +3,965 New
FAG
1687
Fortitude Advisory Group
Washington
$315K -$19.9K -260 -6%
FMP
1688
Financial Management Professionals
Texas
$315K +$38.8K +508 +15%
TFA
1689
Tranquilli Financial Advisor
New Jersey
$314K +$91.9K +1,203 +44%
NFC
1690
Northeast Financial Consultants
Connecticut
$312K +$299K +3,913 New
IW
1691
Imprint Wealth
South Carolina
$312K +$299K +3,918 New
GSIAS
1692
Garden State Investment Advisory Services
New Jersey
$311K -$76 -1 -0%
LIA
1693
LBMC Investment Advisors
Tennessee
$311K – – –
AFA
1694
AA Financial Advisors
Ohio
$311K +$298K +3,897 New
BO
1695
Bank OZK
Arkansas
$311K -$151K -1,973 -34%
WAG
1696
Winthrop Advisory Group
Massachusetts
$311K +$840 +11 +0.3%
ECG
1697
Edge Capital Group
Georgia
$310K -$25K -327 -8%
RIA
1698
Richwood Investment Advisors
Ohio
$310K – – –
BRIA
1699
Balanced Rock Investment Advisors
Massachusetts
$309K -$274K -3,587 -48%
MIG
1700
McGuire Investment Group
Rhode Island
$309K -$20.5K -269 -6%
66 67
68
69 70