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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
2626
Minot Wealth Management
Massachusetts
$500K -$559K -3,461 -52%
CCG
2627
Capital CS Group
California
$499K +$19.4K +120 +4%
VAFP
2628
Vahanian & Associates Financial Planning
New York
$499K +$520K +3,219 New
ARG
2629
Advisory Resource Group
Oklahoma
$498K +$2.91K +18 +0.5%
HWIS
2630
Hancock Whitney Investment Services
Louisiana
$498K +$522K +3,234 New
WWM
2631
Wolff Wiese Magana
California
$497K -$69.3K -429 -12%
PIM
2632
Progressive Investment Management
Oregon
$497K – – –
SW
2633
StrongBox Wealth
Missouri
$497K +$44.4K +275 +9%
VAS
2634
Valicenti Advisory Services
New York
$496K -$16.1K -100 -3%
SEP
2635
Southland Equity Partners
Missouri
$494K +$17.6K +109 +4%
AG
2636
AIA Group
Hong Kong
$493K -$1.09M -6,756 -68%
TFA
2637
Triad Financial Advisors
North Carolina
$492K +$513K +3,175 New
SHFA
2638
SC&H Financial Advisors
Maryland
$492K +$513K +3,179 New
TA
2639
TCM Advisors
West Virginia
$492K +$517K +3,200 New
WMS
2640
Wealth Management Solutions
Pennsylvania
$491K +$512K +3,170 New
WWG
2641
West Wealth Group
California
$489K +$510K +3,160 New
EGA
2642
E&G Advisors
Texas
$487K -$16.1K -100 -3%
CB
2643
CNB Bank
Pennsylvania
$481K -$6.95K -43 -1%
PCMC
2644
Private Capital Management (Colorado)
Colorado
$481K +$78.7K +487 +19%
NCP
2645
NexWave Capital Partners
New York
$481K +$299K +1,854 +148%
VLC
2646
Van Leeuwen & Company
New Jersey
$480K -$2.71M -16,755 -84%
AWA
2647
Aaron Wealth Advisors
Illinois
$480K +$82.2K +509 +20%
PD
2648
Planning Directions
Pennsylvania
$479K -$20.2K -125 -4%
PMG
2649
Private Management Group
California
$479K +$114K +707 +30%
ECG
2650
EPIQ Capital Group
California
$478K +$162 +1 +0%
104 105
106
107 108