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Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
1201
Citizens Financial Group
Rhode Island
$372K +$4.47K +16 +1%
SGCA
1202
Steel Grove Capital Advisors
Tennessee
$372K -$34.1K -122 -8%
VWA
1203
Visionary Wealth Advisors
Illinois
$371K -$1.12K -4 -0.3%
AWE
1204
Avidian Wealth Enterprises
Texas
$369K -$292K -1,045 -44%
MIF
1205
Mediolanum International Funds
Ireland
$369K -$1.89M -6,760 -84%
AIA
1206
Armor Investment Advisors
North Carolina
$367K -$78.2K -280 -18%
TFG
1207
Taylor Financial Group
Virginia
$366K – – –
MIM
1208
Morningstar Investment Management
Illinois
$366K – – –
FB
1209
First Bancorp
Maine
$365K -$8.38K -30 -2%
PFW
1210
Petros Family Wealth
Minnesota
$363K +$360K +1,291 New
VST
1211
Van Strum & Towne
California
$363K – – –
AF
1212
Atala Financial
California
$362K +$359K +1,286 New
ESB
1213
Essex Savings Bank
Connecticut
$360K -$51.9K -186 -13%
WCF
1214
West Coast Financial
California
$359K – – –
GCP
1215
Garda Capital Partners
Minnesota
$358K -$1.36M -4,858 -79%
AWM
1216
Angeles Wealth Management
California
$358K +$47.2K +169 +15%
LFA
1217
Legacy Financial Advisors
Kentucky
$356K -$42.4K -152 -11%
NAS
1218
NWF Advisory Services
California
$356K +$352K +1,260 New
SIM
1219
Synergy Investment Management
Florida
$356K +$353K +1,265 New
TPCW
1220
TD Private Client Wealth
New York
$356K +$22.6K +81 +7%
YIA
1221
YHB Investment Advisors
Connecticut
$355K -$9.77K -35 -3%
AWM
1222
Ariadne Wealth Management
California
$354K +$1.4K +5 +0.4%
FA
1223
Fiduciary Alliance
South Carolina
$353K +$17K +61 +5%
LBC
1224
Lowe Brockenbrough & Co
Virginia
$353K – – –
BW
1225
Basepoint Wealth
Iowa
$352K +$94.9K +340 +37%
47 48
49
50 51