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Name Holding Trade Value Shares
Change 		Change in
Stake
WPA
2401
Winning Points Advisors
Florida
$673K +$587K +3,944 New
VC
2402
Veracity Capital
Georgia
$672K -$37.5K -252 -5%
SFG
2403
Sterling Financial Group
California
$672K – – –
BTWM
2404
Baker Tilly Wealth Management
Wisconsin
$671K -$55.2K -371 -8%
AWM
2405
Aprio Wealth Management
Georgia
$670K -$160K -1,073 -19%
PP
2406
Pingora Partners
Wyoming
$670K – – –
IFWM
2407
Institute for Wealth Management
Colorado
$669K +$57.6K +387 +9%
EWM
2408
Elevatus Welath Management
New York
$668K -$1.79K -12 -0.3%
TSW
2409
Three Seasons Wealth
Utah
$668K +$402K +2,700 +147%
SDH
2410
Sloy Dahl & Holst
Washington
$667K +$66.2K +445 +11%
TFA
2411
Transamerica Financial Advisors
Florida
$666K -$1.81M -12,168 -73%
FDDB
2412
Fidelity D&D Bancorp
Pennsylvania
$666K – – –
VCM
2413
Versant Capital Management
Arizona
$666K +$8.63K +58 +1%
SCM
2414
SOL Capital Management
Maryland
$665K – – –
GCA
2415
Genesee Capital Advisors
New York
$664K +$18K +121 +3%
EWM
2416
Evermay Wealth Management
Virginia
$663K -$21.6K -145 -3%
AWM
2417
Act Wealth Management
Texas
$663K +$4.76K +32 +0.7%
CWA
2418
CM Wealth Advisors
Ohio
$663K – – –
HCMG
2419
Howard Capital Management Group
California
$662K +$298 +2 +0%
ACM
2420
Aljian Capital Management
Nevada
$660K +$152K +1,018 +29%
FAG
2421
Fortitude Advisory Group
Washington
$659K -$3.27K -22 -0.5%
NBT
2422
Northwest Bank & Trust
Iowa
$659K +$4.91K +33 +0.7%
ANB
2423
Amarillo National Bank
Texas
$658K +$235K +1,582 +55%
OL
2424
OneFund LLC
Florida
$658K -$10.6K -71 -2%
DWM
2425
Defined Wealth Management
Oregon
$658K +$12.5K +84 +2%
95 96
97
98 99