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Name Holding Trade Value Shares
Change 		Change in
Stake
VCG
1751
Vantage Consulting Group
Virginia
$743K +$236K +2,231 +46%
CWP
1752
Curated Wealth Partners
California
$742K +$81.6K +773 +12%
RFA
1753
Reilly Financial Advisors
California
$742K +$282K +2,674 +61%
BW
1754
Bison Wealth
Georgia
$740K -$20.4K -193 -3%
RSC
1755
Red Spruce Capital
Pennsylvania
$740K – – –
BFA
1756
Brendel Financial Advisors
New Hampshire
$738K – – –
MA
1757
MCF Advisors
Kentucky
$738K +$169K +1,600 +29%
VCS
1758
Vaughan & Co Securities
New Jersey
$735K -$11.6K -110 -2%
VFA
1759
Voya Financial Advisors
Connecticut
$734K -$5.25M -49,692 -88%
IP
1760
Investment Partners
Ohio
$732K +$39.8K +377 +6%
CPA
1761
Clear Perspective Advisors
Illinois
$731K -$40.6K -385 -5%
SAM
1762
Seelaus Asset Management
New Jersey
$731K -$26.4K -250 -3%
SWA
1763
SOA Wealth Advisors
New York
$731K +$26.3K +249 +4%
FC
1764
Forte Capital
New York
$730K +$70.3K +666 +11%
SJIM
1765
St. Johns Investment Management
Florida
$730K +$91.5K +867 +14%
SB
1766
Strategic Blueprint
Georgia
$728K +$66.1K +626 +10%
BBNB
1767
Baker Boyer National Bank
Washington
$726K +$529K +5,015 New
GSWM
1768
Golden State Wealth Management
California
$725K -$38.5K -365 -5%
CBA
1769
Coastal Bridge Advisors
Connecticut
$724K +$228K +2,157 +45%
CP
1770
Covenant Partners
Tennessee
$723K +$38.3K +363 +6%
JAM
1771
Jupiter Asset Management
United Kingdom
$721K -$32.2K -305 -4%
OFA
1772
Oak Family Advisors
Illinois
$721K +$21.1K +200 +3%
WJA
1773
Willis Johnson & Associates
Texas
$717K +$15.6K +148 +2%
BFA
1774
Beaumont Financial Advisors
Massachusetts
$717K +$52.9K +501 +8%
BA
1775
Birinyi Associates
Connecticut
$717K +$132K +1,250 +22%
69 70
71
72 73