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Name Holding Trade Value Shares
Change 		Change in
Stake
CMS
2576
Capital Market Strategies
Florida
$546K +$37.5K +248 +7%
RFN
2577
Redwood Financial Network
Ohio
$546K +$5.14K +34 +0.9%
PCM
2578
Peirce Capital Management
Texas
$545K +$552K +3,652 New
FAG
2579
Financial Advisory Group
Texas
$544K -$3.02K -20 -0.5%
VPP
2580
Vertex Planning Partners
Illinois
$544K +$551K +3,645 New
AWM
2581
Aviso Wealth Management
Washington
$543K +$551K +3,644 New
SSWM
2582
Strait & Sound Wealth Management
California
$543K -$24.2K -160 -4%
KCFA
2583
Key Client Fiduciary Advisors
New Jersey
$543K -$86.7K -573 -14%
VEA
2584
Virtus ETF Advisers
New York
$543K -$162K -1,068 -23%
XWM
2585
Xcel Wealth Management
Florida
$542K -$34K -225 -6%
LSIA
2586
LaSalle St. Investment Advisors
Illinois
$542K -$2.87K -19 -0.5%
BAM
2587
Brave Asset Management
New Jersey
$542K – – –
CRIG
2588
Charter Research & Investment Group
Connecticut
$541K – – –
RSS
2589
Rosenblum Silverman Sutton
California
$541K -$30.2K -200 -5%
BWP
2590
BSW Wealth Partners
Colorado
$540K -$1.21K -8 -0.2%
TAM
2591
TCP Asset Management
Ohio
$539K – – –
CWC
2592
Carolinas Wealth Consulting
North Carolina
$539K +$32.8K +217 +1%
MSF
2593
Mustard Seed Financial
Arkansas
$538K +$546K +3,609 New
TFA
2594
Toth Financial Advisory
Virginia
$537K – – –
TWP
2595
Tower Wealth Partners
Pennsylvania
$537K +$1.81K +12 +0.3%
MA
2596
McBroom & Associates
Nevada
$537K -$907 -6 -0.2%
GAAM
2597
Guinness Atkinson Asset Management
California
$534K -$36.3K -240 -6%
ECM
2598
EMC Capital Management
Texas
$534K – – –
PWM
2599
Palumbo Wealth Management
New York
$531K +$88.6K +586 +20%
PWM
2600
Purus Wealth Management
California
$530K +$41K +271 +8%
102 103
104
105 106