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Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
2551
Viewpoint Capital Management
Washington
$245K +$302 +5 +0.1%
TA
2552
Trellis Advisors
Washington
$244K -$3.56K -59 -2%
SBF
2553
Sara-Bay Financial
Florida
$244K +$232K +3,839 New
TFA
2554
Trinity Financial Advisors
Ohio
$244K – – –
GAA
2555
Global Assets Advisory
Florida
$243K – – –
TCM
2556
Traynor Capital Management
Pennsylvania
$243K +$13.9K +231 +6%
CIA
2557
Cascade Investment Advisors
Oregon
$243K – – –
FC
2558
FCA Corp
Texas
$243K +$181 +3 +0.1%
AWS
2559
Aspen Wealth Strategies
Colorado
$242K +$230K +3,809 New
CP
2560
Castleview Partners
Texas
$242K +$16.8K +279 +8%
CWM
2561
Cabot Wealth Management
Massachusetts
$242K – – –
CWA
2562
CM Wealth Advisors
Ohio
$242K – – –
CAMV
2563
Concord Asset Management (Virginia)
Virginia
$241K +$228K +3,784 New
NQWM
2564
Northwest Quadrant Wealth Management
Oregon
$240K +$2.17K +36 +1%
FWM
2565
FFT Wealth Management
Pennsylvania
$240K – – –
EBT
2566
Enterprise Bank & Trust
Massachusetts
$239K +$227K +3,764 New
MFG
2567
Menard Financial Group
Texas
$238K – – –
LSC
2568
Lesa Sroufe & Co
Washington
$238K – – –
PWM
2569
Prosperity Wealth Management
California
$238K +$225K +3,734 New
TCBWMS
2570
Texas Capital Bank Wealth Management Services
Texas
$236K – – –
TA
2571
TKG Advisors
Indiana
$235K – – –
CGH
2572
CMG Global Holdings
Texas
$235K – – –
RWM
2573
Reston Wealth Management
Virginia
$235K +$3.26K +54 +1%
MWPCG
2574
Measured Wealth Private Client Group
New Hampshire
$234K -$14K -232 -6%
CFGSD
2575
Compass Financial Group (South Dakota)
South Dakota
$234K +$222K +3,674 New
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