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Name Holding Trade Value Shares
Change 		Change in
Stake
VDC
2676
Van Diest Capital
Iowa
$470K -$186K -373 -29%
MW
2677
Marble Wealth
Alabama
$469K -$39.9K -80 -8%
EC
2678
EdgeRock Capital
Colorado
$468K -$16.5K -33 -3%
CBT
2679
Crews Bank & Trust
Florida
$467K -$22.4K -45 -5%
HI
2680
Hudock Inc
Pennsylvania
$467K +$499 +1 +0.1%
OF
2681
Optimize Financial
California
$467K -$1.5K -3 -0.3%
BTD
2682
BankPlus Trust Department
Mississippi
$467K – – –
SCS
2683
Sound Capital Solutions
Florida
$467K +$453K +909 New
BFC
2684
Bedel Financial Consulting
Indiana
$467K – – –
PM
2685
Pembroke Management
Quebec, Canada
$466K -$1.5K -3 -0.3%
TWP
2686
Tempus Wealth Planning
California
$466K +$30.9K +62 +7%
GFPC
2687
Global Financial Private Client
Florida
$464K +$17.9K +36 +4%
SFS
2688
Symphony Financial Services
Ohio
$464K -$7.48K -15 -2%
SEP
2689
Signature Equity Partners
Ohio
$463K -$84.8K -170 -16%
IIM
2690
Illumine Investment Management
Washington
$463K -$450K -902 Closed
DAS
2691
DMKC Advisory Services
Iowa
$463K +$46.4K +93 +12%
AWA
2692
Aletheian Wealth Advisors
Washington
$462K +$38.4K +77 +9%
RWM
2693
Revisor Wealth Management
Ohio
$462K -$267K -535 -37%
GWM
2694
GDS Wealth Management
Texas
$461K -$138K -277 -24%
MCM
2695
Morton Capital Management
California
$461K +$2.99K +6 +0.7%
MWA
2696
Motive Wealth Advisors
Michigan
$460K -$34.9K -70 -7%
JWA
2697
JFS Wealth Advisors
Pennsylvania
$460K -$17K -34 -4%
WH
2698
Willner & Heller
California
$460K +$50.4K +101 +13%
CCMG
2699
Connecticut Capital Management Group
Connecticut
$459K -$6.48K -13 -1%
AW
2700
Apricus Wealth
South Carolina
$458K – – –
106 107
108
109 110