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Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
2276
Banyan Capital Management
Georgia
$607K +$15.2K +201 +3%
AEPWM
2277
Atlantic Edge Private Wealth Management
Florida
$607K – – –
ABWM
2278
Alpine Bank Wealth Management
Colorado
$606K +$378 +5 +0.1%
VF
2279
Virtu Financial
New York
$606K -$2.78M -36,798 -82%
IAAG
2280
Innovative Asset Advisors Group
Connecticut
$606K +$599K +7,917 New
EPAM
2281
Evelyn Partners Asset Management
$606K +$46.1K +610 +8%
IPW
2282
Impact Partnership Wealth
Georgia
$605K -$142K -1,874 -19%
SSCM
2283
Spectrum Strategic Capital Management
Oregon
$604K +$4.69K +62 +0.8%
GFA
2284
Gladwyn Financial Advisors
Virginia
$604K – – –
LWM
2285
Level Wealth Management
North Carolina
$603K – – –
RWA
2286
River Wealth Advisors
Pennsylvania
$603K -$5.75K -76 -0.9%
DBFM
2287
Dickmeyer Boyce Financial Management
Indiana
$603K +$599K +7,923 New
FGWP
2288
Founders Grove Wealth Partners
Virginia
$602K -$19.8K -262 -3%
JCM
2289
Jacobsen Capital Management
Utah
$601K +$1.81K +24 +0.3%
AIA
2290
AssuredPartners Investment Advisors
Florida
$600K -$125K -1,655 -18%
CPA
2291
Cardiff Park Advisors
California
$600K -$7.41K -98 -1%
CWMS
2292
Cannon Wealth Management Services
North Carolina
$600K -$28.4K -376 -5%
RCA
2293
Ranch Capital Advisors
Florida
$599K – – –
EPIME
2294
Evelyn Partners Investment Management (Europe)
$598K – – –
AP
2295
Advisortrust Partners
North Carolina
$598K +$35.3K +467 +6%
SWGC
2296
Summit Wealth Group (Colorado)
Colorado
$598K +$129K +1,703 +28%
VFG
2297
Victory Financial Group
Texas
$597K +$124K +1,639 +26%
HCWM
2298
Hidden Cove Wealth Management
Washington
$596K +$28.2K +373 +5%
MWM
2299
MOKAN Wealth Management
Kansas
$595K -$28.4K -375 -5%
KFAS
2300
Keating Financial Advisory Services
Kansas
$595K -$554K -7,333 -48%
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