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Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
2176
CVA Family Office
Colorado
$824K +$51.4K +174 +6%
WCM
2177
WealthBridge Capital Management
Ohio
$823K – – –
RWA
2178
Redhawk Wealth Advisors
Minnesota
$822K +$42.2K +143 +5%
MWC
2179
MBM Wealth Consultants
Missouri
$821K +$21K +71 +3%
FCA
2180
FLC Capital Advisors
California
$819K -$119K -403 -12%
WWMSC
2181
Wagner Wealth Management (South Carolina)
South Carolina
$819K -$17.1K -58 -2%
VC
2182
Vicus Capital
Pennsylvania
$819K +$67.3K +228 +8%
AIC
2183
Ayalon Insurance Company
Israel
$817K +$874K +2,960 New
DWM
2184
Drive Wealth Management
Utah
$814K -$317K -1,073 -27%
RPG
2185
Resource Planning Group
Georgia
$814K -$27.2K -92 -3%
WKSWA
2186
White Knight Strategic Wealth Advisors
New Jersey
$813K -$1.48K -5 -0.2%
TCWM
2187
Total Clarity Wealth Management
Illinois
$813K +$32.5K +110 +4%
MAM
2188
McLean Asset Management
Virginia
$810K -$4.13K -14 -0.5%
MFC
2189
Mechanics Financial Corp
Ohio
$808K -$36.9K -125 -4%
TF
2190
Trek Financial
Arizona
$807K +$196K +665 +29%
TCPWM
2191
Traverso Chambers Private Wealth Management
California
$805K – – –
VCM
2192
Vivaldi Capital Management
Illinois
$803K +$2.36K +8 +0.3%
HIC
2193
Hartline Investment Corp
Illinois
$802K -$3.32M -11,242 -79%
WEPOG
2194
Wealth Enhancement & Preservation of GA
Georgia
$802K -$685K -2,319 -44%
LC
2195
LCNB Corp
Ohio
$802K -$20.7K -70 -2%
LA
2196
Latitude Advisors
Florida
$802K +$297K +1,007 +53%
LAIC
2197
Lederer & Associates Investment Counsel
California
$799K -$179K -605 -17%
SCFS
2198
S.C. Financial Services
Arizona
$799K -$295 -1 -0%
RCG
2199
Regatta Capital Group
California
$799K +$150K +508 +21%
OCM
2200
Osterweis Capital Management
California
$797K +$7.67K +26 +0.9%
86 87
88
89 90