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Name Holding Trade Value Shares
Change 		Change in
Stake
VFA
1076
Valeo Financial Advisors
Indiana
$173K +$77.6K +299 +94%
AF
1077
Allworth Financial
California
$171K -$15.3K -59 -9%
VCM
1078
Versant Capital Management
Arizona
$168K -$4.15K -16 -3%
BWP
1079
Baldwin Wealth Partners
Massachusetts
$168K – – –
SBSB
1080
Sullivan, Bruyette, Speros & Blaney
Virginia
$165K – – –
ACA
1081
Atlas Capital Advisors
Wyoming
$162K -$86.1K -332 -36%
MPWT
1082
MassMutual Private Wealth & Trust
Connecticut
$161K +$10.4K +40 +7%
CFO
1083
CVA Family Office
Colorado
$161K +$97.3K +375 +188%
JWM
1084
Janiczek Wealth Management
Colorado
$153K +$41.3K +159 +41%
VRM
1085
Vectors Research Management
New York
$151K -$6.75K -26 -5%
CWC
1086
Carolinas Wealth Consulting
North Carolina
$146K +$16.6K +64 +14%
WP
1087
WealthShield Partners
North Carolina
$144K -$83K -320 -38%
RAM
1088
Riggs Asset Management
Pennsylvania
$140K – – –
GCM
1089
Gables Capital Management
Florida
$137K – – –
IBOK
1090
Independence Bank of Kentucky
Kentucky
$134K -$4.41K -17 -3%
LAM
1091
Lountzis Asset Management
Pennsylvania
$133K – – –
PCFFS
1092
Pacific Center for Financial Services
California
$133K – – –
SWA
1093
SOA Wealth Advisors
New York
$133K – – –
SWG
1094
Summit Wealth Group
Vermont
$131K +$122K +469 New
HWMA
1095
Heritage Wealth Management (Arizona)
Arizona
$127K +$117K +452 New
SFO
1096
Standard Family Office
South Dakota
$125K -$24.9K -96 -18%
HFA
1097
Hoover Financial Advisors
Pennsylvania
$122K +$2.08K +8 +2%
EFSCE
1098
Enterprise Financial Services Corp (EFSC)
Missouri
$119K +$5.45K +21 +5%
LC
1099
Lindbrook Capital
California
$119K +$41K +158 +59%
CFA
1100
Carroll Financial Associates
North Carolina
$115K -$11.9K -46 -10%
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