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Name Holding Trade Value Shares
Change 		Change in
Stake
RB
1751
Renasant Bank
Mississippi
$749K -$225K -2,131 -23%
VCG
1752
Vantage Consulting Group
Virginia
$743K +$236K +2,231 +46%
CWP
1753
Curated Wealth Partners
California
$742K +$81.6K +773 +12%
RFA
1754
Reilly Financial Advisors
California
$742K +$282K +2,674 +61%
BW
1755
Bison Wealth
Georgia
$740K -$20.4K -193 -3%
RSC
1756
Red Spruce Capital
Pennsylvania
$740K – – –
BFA
1757
Brendel Financial Advisors
New Hampshire
$738K – – –
MA
1758
MCF Advisors
Kentucky
$738K +$169K +1,600 +29%
VCS
1759
Vaughan & Co Securities
New Jersey
$735K -$11.6K -110 -2%
VFA
1760
Voya Financial Advisors
Connecticut
$734K -$5.25M -49,692 -88%
IP
1761
Investment Partners
Ohio
$732K +$39.8K +377 +6%
CPA
1762
Clear Perspective Advisors
Illinois
$731K -$40.6K -385 -5%
SAM
1763
Seelaus Asset Management
New Jersey
$731K -$26.4K -250 -3%
SWA
1764
SOA Wealth Advisors
New York
$731K +$26.3K +249 +4%
FC
1765
Forte Capital
New York
$730K +$70.3K +666 +11%
SJIM
1766
St. Johns Investment Management
Florida
$730K +$91.5K +867 +14%
SB
1767
Strategic Blueprint
Georgia
$728K +$66.1K +626 +10%
BBNB
1768
Baker Boyer National Bank
Washington
$726K +$529K +5,015 New
GSWM
1769
Golden State Wealth Management
California
$725K -$38.5K -365 -5%
CBA
1770
Coastal Bridge Advisors
Connecticut
$724K +$228K +2,157 +45%
CP
1771
Covenant Partners
Tennessee
$723K +$38.3K +363 +6%
JAM
1772
Jupiter Asset Management
United Kingdom
$721K -$32.2K -305 -4%
OFA
1773
Oak Family Advisors
Illinois
$721K +$21.1K +200 +3%
WJA
1774
Willis Johnson & Associates
Texas
$717K +$15.6K +148 +2%
BFA
1775
Beaumont Financial Advisors
Massachusetts
$717K +$52.9K +501 +8%
69 70
71
72 73