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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1501
C2C Wealth Management
Arizona
$365K +$16.7K +39 +5%
SHFG
1502
S Harris Financial Group
Texas
$365K +$366K +855 New
LWL
1503
Leo Wealth LLC
Texas
$364K -$6K -14 -2%
NB
1504
Nicolet Bankshares
Wisconsin
$362K -$63.4K -148 -15%
QFA
1505
Quantum Financial Advisors
California
$361K +$857 +2 +0.2%
VCM
1506
Voleon Capital Management
California
$361K -$2.26M -5,277 -86%
AW
1507
Alchemi Wealth
Connecticut
$360K +$362K +844 New
CG
1508
Clifford Group
Massachusetts
$360K -$28.3K -66 -7%
CA
1509
Claro Advisors
Massachusetts
$360K +$31.3K +73 +9%
CP
1510
Creekside Partners
California
$359K – – –
THCM
1511
Taylor Hoffman Capital Management
Virginia
$358K -$38.6K -90 -10%
BCFD
1512
Boit C.F. David
$355K – – –
TIA
1513
Tiemann Investment Advisors
California
$355K -$38.6K -90 -10%
MP
1514
Moment Partners
California
$353K -$63.4K -148 -15%
LC
1515
Landaas & Company
Wisconsin
$353K +$355K +828 New
WHCI
1516
W.H. Cornerstone Investments
Massachusetts
$353K +$66K +154 +23%
AWM
1517
Aviso Wealth Management
Washington
$352K +$141K +330 +67%
PWM
1518
Pines Wealth Management
North Carolina
$351K -$1.28K -3 -0.4%
MCM
1519
MV Capital Management
Maryland
$350K -$5.14K -12 -1%
DBG
1520
De Burlo Group
Massachusetts
$350K – – –
A
1521
Argentarii
Ohio
$348K +$99K +231 +39%
FNBOH
1522
First National Bank of Hutchinson
Kansas
$348K – – –
VAM
1523
Virtue Asset Management
Illinois
$347K – – –
EA
1524
Emerald Advisors
Washington
$346K +$13.3K +31 +4%
SAM
1525
Strategy Asset Managers
California
$345K -$39.8K -93 -10%
59 60
61
62 63