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Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
2451
Vigilare Wealth Management
Arizona
$260K -$150K -2,493 -35%
GWP
2452
Gateway Wealth Partners
Wisconsin
$260K -$3.66K -61 -1%
CG
2453
Cynosure Group
Utah
$260K +$17.9K +299 +7%
EFG
2454
Ethos Financial Group
Pennsylvania
$259K +$276K +4,594 New
SWS
2455
SYSTM Wealth Solutions
Illinois
$259K -$1.07M -17,800 -79%
DG
2456
DMC Group
Alabama
$259K -$2.52K -42 -0.9%
JF
2457
Joule Financial
Kentucky
$257K +$3.66K +61 +1%
FI
2458
Financial Insights
Washington
$256K -$6.3K -105 -2%
BWP
2459
Balboa Wealth Partners
Arizona
$256K +$360 +6 +0.1%
MA
2460
MKT Advisors
California
$256K -$1.5K -25 -0.5%
ME
2461
McIlrath & Eck
Washington
$256K -$720 -12 -0.3%
DA
2462
Drake & Associates
Wisconsin
$256K -$3.66K -61 -1%
TFM
2463
TFC Financial Management
Massachusetts
$255K +$7.68K +128 +3%
AA
2464
Apriem Advisors
California
$254K +$600 +10 +0.2%
AIM
2465
Athena Investment Management
California
$253K – – –
HCP
2466
Holt Capital Partners
Texas
$253K – – –
KWM
2467
KFG Wealth Management
Indiana
$253K +$17.5K +291 +7%
WCFA
2468
Walkner Condon Financial Advisors
Wisconsin
$253K +$26.1K +436 +11%
KCFA
2469
Key Client Fiduciary Advisors
New Jersey
$253K +$10.9K +181 +4%
PFA
2470
Pathway Financial Advisors
Vermont
$253K – – –
SWP
2471
Strategic Wealth Partners
Ohio
$252K +$8.4K +140 +3%
AWS
2472
Arkfeld Wealth Strategies
Nebraska
$252K +$1.56K +26 +0.6%
W
2473
WealthOne
New York
$252K -$9.48K -158 -3%
KCM
2474
KRS Capital Management
Michigan
$251K +$600 +10 +0.2%
BCM
2475
BTC Capital Management
Iowa
$250K -$4.14K -69 -2%
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99
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