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Name Holding Trade Value Shares
Change 		Change in
Stake
LOPW
1101
Live Oak Private Wealth
North Carolina
$262K +$227K +3,220 New
OL
1102
OneFund LLC
Florida
$261K +$8.25K +117 +4%
PMSA
1103
Patrick M. Sweeney & Associates
Illinois
$260K +$225K +3,198 New
AWM
1104
Activest Wealth Management
Florida
$259K +$3.45K +49 +2%
IWA
1105
Icon Wealth Advisors
Texas
$259K +$56.7K +804 +34%
VWM
1106
Venturi Wealth Management
Texas
$258K +$223K +3,168 New
WBC
1107
West Branch Capital
Massachusetts
$257K -$4.79K -68 -2%
AI
1108
Atom Investors
Texas
$257K +$223K +3,160 New
MAWA
1109
Moss Adams Wealth Advisors
Washington
$257K +$222K +3,156 New
ACG
1110
Allen Capital Group
Nebraska
$254K +$220K +3,123 New
TSW
1111
Three Seasons Wealth
Utah
$253K +$220K +3,117 New
SIC
1112
Salem Investment Counselors
North Carolina
$253K – – –
BCP
1113
Blue Chip Partners
Michigan
$252K +$219K +3,103 New
SRC
1114
Shufro Rose & Co
New York
$252K +$219K +3,100 New
MFG
1115
Magnus Financial Group
New York
$252K +$219K +3,100 New
CWM
1116
Connecticut Wealth Management
Connecticut
$251K -$144K -2,043 -40%
SB
1117
Strategic Blueprint
Georgia
$251K -$15.5K -220 -7%
OL
1118
Optas LLC
Texas
$250K +$217K +3,076 New
PL
1119
PeakShares LLC
Florida
$249K +$216K +3,064 New
CB
1120
Cadence Bank
Mississippi
$249K +$216K +3,062 New
RPWA
1121
Regent Peak Wealth Advisors
Georgia
$247K +$214K +3,041 New
CCM
1122
Chilton Capital Management
Texas
$247K -$53.8K -763 -20%
RA
1123
Riversedge Advisors
Delaware
$247K -$22.1K -314 -9%
CCMG
1124
Clark Capital Management Group
Pennsylvania
$247K +$214K +3,032 New
TTWM
1125
TCV Trust & Wealth Management
Virginia
$246K +$213K +3,024 New
43 44
45
46 47