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Name Holding Trade Value Shares
Change 		Change in
Stake
VC
1801
Vicus Capital
Pennsylvania
$419K -$128K -2,387 -24%
IGGA
1802
Iron Gate Global Advisors
Utah
$419K -$161 -3 -0%
BFPW
1803
BOK Financial Private Wealth
Colorado
$418K +$21.2K +394 +6%
AI
1804
Accredited Investors
Minnesota
$417K +$20.2K +375 +5%
RGIA
1805
Rainier Group Investment Advisory
Washington
$416K -$17.6K -328 -4%
ECA
1806
Elevated Capital Advisors
Utah
$416K +$404K +7,520 New
SFG
1807
SevenBridge Financial Group
Pennsylvania
$415K – – –
PWM
1808
Paulson Wealth Management
Illinois
$414K +$7.04K +131 +2%
IA
1809
Independence Advisors
Pennsylvania
$413K -$21K -390 -5%
HPIA
1810
Hamilton Point Investment Advisors
North Carolina
$413K – – –
NIC
1811
Northwest Investment Counselors
Oregon
$411K -$6.61K -123 -2%
PCFFS
1812
Pacific Center for Financial Services
California
$411K – – –
LWM
1813
Lyell Wealth Management
California
$410K – – –
LC
1814
Landaas & Company
Wisconsin
$409K – – –
SWA
1815
Stratos Wealth Advisors
Ohio
$408K -$79.7K -1,482 -17%
ITIM
1816
Indiana Trust & Investment Management
Indiana
$408K -$23.9K -445 -6%
SIM
1817
Sonora Investment Management
Arizona
$407K -$8.82K -164 -2%
ACM
1818
Advisors Capital Management
New Jersey
$407K +$71.3K +1,326 +22%
SWP
1819
Strategic Wealth Partners
Ohio
$406K -$7.47K -139 -2%
BSPF
1820
British Steel Pension Fund
United Kingdom
$406K – – –
SMH
1821
Sanders Morris Harris
Texas
$406K – – –
NL
1822
NWAM LLC
Washington
$406K +$54 +1 +0%
NFG
1823
Nadler Financial Group
Illinois
$406K +$699 +13 +0.2%
AIA
1824
Angeles Investment Advisors
California
$405K +$393K +7,316 New
CL
1825
CPWM LLC
Washington
$404K -$171K -3,189 -30%
71 72
73
74 75