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Name Holding Trade Value Shares
Change 		Change in
Stake
RCA
1201
Resonant Capital Advisors
Wisconsin
$367K +$84.8K +323 +34%
PPWP
1202
Premier Path Wealth Partners
New Jersey
$365K +$31.3K +119 +10%
SIM
1203
Synergy Investment Management
Florida
$365K – – –
IF
1204
Intrua Financial
Texas
$365K -$7.88K -30 -2%
VWA
1205
Visionary Wealth Advisors
Illinois
$364K -$20.5K -78 -6%
ZCP
1206
Z3 Capital Partners
Virginia
$363K +$330K +1,257 New
VST
1207
Van Strum & Towne
California
$363K – – –
FWP
1208
Flatrock Wealth Partners
California
$361K +$327K +1,244 New
S
1209
Steadtrust
Texas
$360K +$50.4K +192 +18%
LMFP
1210
Larry Mathis Financial Planning
Arizona
$359K +$326K +1,242 New
OWM
1211
Orca Wealth Management
Florida
$359K -$31.3K -119 -10%
ST
1212
Somerset Trust
Pennsylvania
$358K -$7.09K -27 -2%
SC
1213
SouthState Corp
Florida
$357K +$1.31K +5 +0.4%
C
1214
Certuity
Florida
$357K -$18.6K -71 -5%
ZBNA
1215
Zions Bancorporation, National Association
Utah
$357K +$97.2K +370 +43%
OIS
1216
Okabena Investment Services
Minnesota
$356K – – –
AWM
1217
Angeles Wealth Management
California
$356K +$52K +198 +19%
NB
1218
Nicolet Bankshares
Wisconsin
$355K -$180K -687 -36%
DWM
1219
Drive Wealth Management
Utah
$355K +$321K +1,223 New
FFWM
1220
Future Financial Wealth Management
Ohio
$354K – – –
FWTB
1221
First Western Trust Bank
Colorado
$352K +$320K +1,219 New
PIA
1222
Perennial Investment Advisors
California
$352K +$86.4K +329 +37%
CF
1223
Claris Financial
Virginia
$352K +$320K +1,218 New
AWS
1224
Alliance Wealth Strategies
Virginia
$351K +$319K +1,214 New
MWM
1225
Manske Wealth Management
Texas
$349K -$2.1K -8 -0.7%
47 48
49
50 51