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Name Holding Trade Value Shares
Change 		Change in
Stake
RWPA
2051
Richard W. Paul & Associates
Michigan
$883K +$2.45K +31 +0.3%
RAM
2052
Redmond Asset Management
Virginia
$882K -$24.3K -308 -3%
WI
2053
WrapManager Inc
California
$881K -$63.8K -808 -7%
VFG
2054
Victory Financial Group
Texas
$881K +$236K +2,985 +38%
PCA
2055
Private Capital Advisors
Connecticut
$879K – – –
RFA
2056
Resurgent Financial Advisors
Georgia
$878K +$604K +7,646 +242%
MCWS
2057
McKinley Carter Wealth Services
West Virginia
$877K -$25.5K -323 -3%
JSC
2058
Jackson Square Capital
California
$875K +$16.1K +204 +2%
FH
2059
FWG Holdings
Florida
$875K -$479K -6,071 -36%
IPW
2060
Invictus Private Wealth
Colorado
$873K +$3.63K +46 +0.4%
SA
2061
Strategic Advisors
New York
$871K -$805K -10,189 -49%
SIS
2062
Sound Income Strategies
Florida
$869K +$70.9K +898 +9%
BT
2063
Brandywine Trust
Delaware
$868K – – –
WWM
2064
Whalen Wealth Management
Nevada
$866K +$230K +2,916 +38%
TCBWMS
2065
Texas Capital Bank Wealth Management Services
Texas
$866K +$36K +456 +4%
BWM
2066
BCS Wealth Management
Tennessee
$865K +$70.8K +896 +9%
EFG
2067
Elevated Financial Group
Indiana
$865K -$221K -2,799 -21%
OWP
2068
ORG Wealth Partners
Texas
$865K +$61.5K +779 +8%
WF
2069
WoodTrust Financial
Wisconsin
$864K +$3.32K +42 +0.4%
SC
2070
Sierra Capital
Florida
$862K -$125K -1,588 -13%
EFG
2071
Embree Financial Group
Illinois
$861K +$31K +393 +4%
PH
2072
Pinnacle Holdings
Oklahoma
$860K -$32.9K -417 -4%
VEM
2073
Vann Equity Management
Texas
$860K +$835K +10,579 New
PIMG
2074
Patriot Investment Management Group
Tennessee
$859K +$3.08K +39 +0.4%
EIM
2075
Essex Investment Management
Massachusetts
$858K -$474 -6 -0.1%
81 82
83
84 85