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Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
776
Kingsview Wealth Management
Oregon
$737K +$14K +240 +2%
AWM
777
Avior Wealth Management
Nebraska
$729K -$54.4K -931 -7%
GWM
778
Geneos Wealth Management
Colorado
$728K +$16.8K +287 +2%
VFA
779
Valeo Financial Advisors
Indiana
$727K -$820K -14,039 -53%
RIA
780
Realta Investment Advisors
Delaware
$727K -$16.6K -285 -2%
MCM
781
MAI Capital Management
Ohio
$721K +$172K +2,943 +31%
CCM
782
Coldstream Capital Management
Washington
$718K +$716K +12,253 New
LNB
783
Ledyard National Bank
$717K +$175K +3,001 +33%
AC
784
ASB Consultores
Florida
$717K +$715K +12,234 New
FHA
785
Flagship Harbor Advisors
Massachusetts
$716K +$205K +3,510 +40%
TYCC
786
Texas Yale Capital Corp
Florida
$711K -$11.7K -200 -2%
GTCM
787
Gyon Technologies Capital Management
New Jersey
$708K -$2.9M -49,645 -80%
ANI
788
American National Insurance
Texas
$707K -$5.61M -96,099 -89%
SM
789
SG3 Management
Puerto Rico
$704K +$701K +12,000 New
LA
790
LexAurum Advisors
Kansas
$702K -$18.3K -313 -3%
WCM
791
Whitener Capital Management
North Carolina
$698K +$73.6K +1,260 +12%
CI
792
Conning Inc
Connecticut
$697K +$23.1K +396 +3%
OPS
793
Orion Portfolio Solutions
Nebraska
$696K +$75.5K +1,292 +12%
PNC
794
Park National Corp
Ohio
$686K -$922K -15,776 -57%
CTC
795
Central Trust Company
Missouri
$682K -$57.5K -985 -8%
PFO
796
Pathstone Family Office
New Jersey
$679K +$297K +5,082 +79%
CW
797
CreativeOne Wealth
Kansas
$670K -$37.8K -647 -5%
HC
798
HNP Capital
New York
$663K +$11.7K +200 +2%
VRM
799
Vectors Research Management
New York
$663K +$11.7K +200 +2%
SBIA
800
Sheaff Brock Investment Advisors
Indiana
$662K -$2.98K -51 -0.4%
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