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Name Holding Trade Value Shares
Change 		Change in
Stake
MA
1926
MONECO Advisors
Connecticut
$1.86M +$187K +513 +13%
VCP
1927
Verus Capital Partners
Arizona
$1.86M -$52.2K -143 -3%
WDC
1928
Woodward Diversified Capital
California
$1.86M -$34.3K -94 -2%
MIP
1929
Marietta Investment Partners
Wisconsin
$1.86M -$26.6K -73 -2%
CSB
1930
City State Bank
Iowa
$1.86M +$72.2K +198 +5%
TCB
1931
Texas Capital Bancshares
Texas
$1.85M -$36.5K -100 -2%
BFO
1932
Biltmore Family Office
North Carolina
$1.85M +$729 +2 +0%
OM
1933
OV Management
Minnesota
$1.85M +$146K +400 +10%
QPWM
1934
Quadrant Private Wealth Management
Pennsylvania
$1.85M -$52.9K -145 -3%
MC
1935
Martin & Co
Tennessee
$1.85M +$30.3K +83 +2%
RA
1936
Rockingstone Advisors
Massachusetts
$1.85M -$21.2K -58 -1%
FIA
1937
FNY Investment Advisers
New York
$1.84M +$1.66M +4,552 New
AIA
1938
AIMZ Investment Advisors
California
$1.84M -$54.7K -150 -3%
LSPW
1939
Lake Street Private Wealth
Illinois
$1.84M -$1.68M -4,600 -50%
MCA
1940
Millennium Capital Advisors
Arkansas
$1.84M -$54.3K -149 -3%
KIG
1941
Kowal Investment Group
Wisconsin
$1.84M +$134K +368 +9%
KFI
1942
Key Financial Inc
Pennsylvania
$1.83M -$9.85K -27 -0.6%
AI
1943
Accredited Investors
Minnesota
$1.83M +$50.7K +139 +3%
IF
1944
Ironwood Financial
Arizona
$1.83M +$58K +159 +4%
GWMR
1945
GC Wealth Management RIA
Massachusetts
$1.82M +$639K +1,751 +64%
GCM
1946
Gladius Capital Management
Illinois
$1.82M +$318K +871 +24%
PWSG
1947
Pacific Wealth Strategies Group
California
$1.82M -$13.1K -36 -0.8%
PWA
1948
Provenance Wealth Advisors
Florida
$1.82M +$267K +731 +19%
AIFAIM
1949
American Institute for Advanced Investment Management
Arizona
$1.81M +$10.9K +30 +0.7%
VF
1950
Vest Financial
Virginia
$1.81M +$1.01M +2,769 +163%
76 77
78
79 80