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Name Holding Trade Value Shares
Change 		Change in
Stake
TSW
1526
Thompson Siegel & Walmsley
Virginia
$1.31M -$40.1K -128 -4%
PF
1527
Phoenix Financial
Israel
$1.31M -$528K -1,685 -32%
VCAM
1528
Van Cleef Asset Management
Ohio
$1.31M -$1.88K -6 -0.2%
CC
1529
Clearwave Capital
California
$1.31M +$176K +563 +19%
WE
1530
Wealth Effects
Massachusetts
$1.31M +$2.5K +8 +0.2%
TCWM
1531
Total Clarity Wealth Management
Illinois
$1.31M +$379K +1,211 +53%
SC
1532
Searle & Co
Connecticut
$1.31M – – –
FWP
1533
Forefront Wealth Partners
Texas
$1.3M -$20.7K -66 -2%
UWP
1534
Uniting Wealth Partners
Kansas
$1.3M +$78.3K +250 +8%
WWM
1535
Wolff Wiese Magana
California
$1.29M -$2.5K -8 -0.2%
BFG
1536
Bouchey Financial Group
New York
$1.29M +$149K +475 +16%
SGAM
1537
Smith Group Asset Management
Texas
$1.29M +$89.9K +287 +9%
SRA
1538
Secured Retirement Advisors
Minnesota
$1.29M -$606K -1,935 -36%
TDC
1539
Thompson Davis & Co
Virginia
$1.29M – – –
MSFS
1540
Main Street Financial Solutions
Pennsylvania
$1.29M +$83K +265 +8%
S
1541
SharpePoint
Arizona
$1.28M -$87K -278 -7%
MEG
1542
Millstone Evans Group
Colorado
$1.28M -$579K -1,848 -35%
CA
1543
Carson Advisory
Georgia
$1.28M -$15K -48 -1%
SWA
1544
Shah Wealth Advisors
California
$1.28M +$1.07M +3,429 New
EM
1545
Excalibur Management
Massachusetts
$1.28M +$626 +2 +0.1%
FPB
1546
First PREMIER Bank
South Dakota
$1.28M -$3.13K -10 -0.3%
WWM
1547
Whalen Wealth Management
Nevada
$1.27M +$206K +657 +24%
FFP
1548
FourThought Financial Partners
Florida
$1.27M +$28.2K +90 +3%
FIB
1549
First Interstate Bank
Montana
$1.26M – – –
VWM
1550
Vigilare Wealth Management
Arizona
$1.26M +$206K +658 +24%
60 61
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