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Name Holding Trade Value Shares
Change 		Change in
Stake
VAS
1826
Valicenti Advisory Services
New York
$696K -$19.4K -220 -3%
RC
1827
Rovin Capital
Arizona
$696K +$214K +2,430 +46%
IUHSA
1828
Itau Unibanco Holding S.A.
Brazil
$695K -$1.85M -20,956 -73%
CNBT
1829
Cornerstone National Bank & Trust
Illinois
$695K -$30.2K -343 -4%
LSPW
1830
Lake Street Private Wealth
Illinois
$694K +$24.7K +280 +4%
WLG
1831
Williamson Legacy Group
Indiana
$693K +$677K +7,676 New
MFT
1832
Moisand Fitzgerald Tamayo
Florida
$693K +$42.1K +478 +7%
EM
1833
Excalibur Management
Massachusetts
$692K +$20.3K +230 +3%
CWM
1834
Centurion Wealth Management
Virginia
$691K +$52K +590 +8%
AA
1835
Aire Advisors
California
$689K +$190K +2,150 +39%
PVM
1836
Palogic Value Management
Texas
$689K +$92.5K +1,049 +16%
OPW
1837
Oxler Private Wealth
New York
$688K -$49.5K -561 -7%
LRPA
1838
L. Roy Papp & Associates
Arizona
$685K -$494K -5,608 -42%
AMIM
1839
Aull & Monroe Investment Management
Alabama
$685K -$17.6K -200 -3%
TW
1840
TrinityPoint Wealth
Connecticut
$684K -$16.8K -191 -2%
AFM
1841
Armstrong Fleming & Moore
District of Columbia
$683K – – –
TIMH
1842
Tilt Investment Management Holdings
New York
$683K -$181K -2,051 -21%
AWA
1843
Aaron Wealth Advisors
Illinois
$683K +$89.6K +1,016 +16%
HIA
1844
Harbor Investment Advisory
Maryland
$682K -$56.5K -641 -8%
WMG
1845
WESCAP Management Group
California
$682K -$19K -215 -3%
PFG
1846
PAX Financial Group
Texas
$682K +$72.4K +821 +15%
LWM
1847
Liberty Wealth Management
California
$681K -$8.82K -100 -1%
VCA
1848
Verdence Capital Advisors
Maryland
$680K -$5.64K -64 -0.8%
HBW
1849
Hazlett, Burt & Watson
West Virginia
$680K -$31.5K -357 -5%
CWP
1850
Cyndeo Wealth Partners
Florida
$679K -$96.4K -1,094 -13%
72 73
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