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Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
551
Wealthspire Advisors (Maryland)
Maryland
$163K -$32.5K -4,335 -11%
SSG
552
Summit Securities Group
New York
$162K -$902K -120,400 -78%
VCP
553
Verus Capital Partners
Arizona
$162K +$19.9K +2,653 +9%
WAAG
554
Wealth Alliance Advisory Group
Kansas
$161K +$113K +15,022 +82%
RIM
555
Rampart Investment Management
Connecticut
$160K -$486K -64,883 -66%
TWP
556
Tempus Wealth Planning
California
$160K +$1.5K +200 +0.6%
CFS
557
CRA Financial Services
New Jersey
$157K +$97.2K +12,971 +67%
PA
558
Probity Advisors
Texas
$156K +$32.7K +4,361 +16%
FHC
559
First Heartland Consultants
Missouri
$156K +$129K +17,252 +115%
GBBWRPM
560
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$155K +$99.3K +13,254 +71%
BCP
561
Blue Chip Partners
Michigan
$154K +$742 +99 +0.3%
CAC
562
Certified Advisory Corp
Florida
$151K -$123K -16,410 -34%
AAS
563
Annex Advisory Services
Wisconsin
$151K -$78.4K -10,459 -25%
BWM
564
Buckley Wealth Management
Nevada
$151K -$28.4K -3,790 -11%
GT
565
Greenleaf Trust
Michigan
$151K -$26.8K -3,577 -10%
BOPW
566
Brandywine Oak Private Wealth
Pennsylvania
$151K – – –
CGL
567
Clarius Group LLC
Washington
$151K +$95.8K +12,787 +69%
BCM
568
Breiter Capital Management
Florida
$150K +$233K +31,150 New
RMC
569
Resources Management Corp
Connecticut
$149K -$625K -83,382 -73%
KFGK
570
Keystone Financial Group (Kentucky)
Kentucky
$149K -$20.2K -2,697 -8%
VVP
571
Venture Visionary Partners
Ohio
$149K +$5.01K +669 +2%
MYAM
572
Meiji Yasuda Asset Management
Japan
$148K -$288K -38,380 -56%
RFN
573
RDA Financial Network
Iowa
$148K -$70.1K -9,351 -23%
1WA
574
180 Wealth Advisors
Washington
$148K +$66.8K +8,909 +35%
BF
575
BOK Financial
Oklahoma
$148K +$80.8K +10,785 +54%
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