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Name Holding Trade Value Shares
Change 		Change in
Stake
UBV
2701
United Bank (Virginia)
Virginia
$421K -$2.59K -5 -0.6%
NRWA
2702
North Ridge Wealth Advisors
Oregon
$421K – – –
OMIC
2703
Old Mission Investment Co
Michigan
$421K – – –
AA
2704
Armis Advisers
Georgia
$420K +$413K +797 New
AFA
2705
AA Financial Advisors
Ohio
$420K -$7.76K -15 -2%
SPWG
2706
Sage Private Wealth Group
Illinois
$420K -$11.4K -22 -3%
FA
2707
Fortis Advisors
Pennsylvania
$419K – – –
IA
2708
Insight Advisors
Pennsylvania
$418K +$24.8K +48 +6%
CW
2709
Code Waechter
Florida
$417K -$58.5K -113 -12%
CPW
2710
Catalyst Private Wealth
California
$415K – – –
HWA
2711
HHM Wealth Advisors
Tennessee
$415K +$23.3K +45 +6%
CWG
2712
Crown Wealth Group
North Carolina
$414K +$19.2K +37 +5%
KW
2713
Keyvantage Wealth
Pennsylvania
$413K +$406K +785 New
APW
2714
Acima Private Wealth
Virginia
$413K – – –
HG
2715
Harbor Group
New Hampshire
$411K – – –
CRI
2716
Colonial River Investments
Virginia
$411K +$12.9K +25 +3%
MWP
2717
Meridian Wealth Partners
Pennsylvania
$410K +$4.66K +9 +1%
MCM
2718
Morton Capital Management
California
$409K – – –
LA
2719
Lakeside Advisors
Washington
$408K – – –
JWA
2720
JFS Wealth Advisors
Pennsylvania
$407K – – –
CWM
2721
Cherrydale Wealth Management
New Jersey
$407K +$3.11K +6 +0.8%
RTC
2722
Riverview Trust Company
Washington
$407K +$1.03K +2 +0.3%
PFS
2723
Prospect Financial Services
New York
$407K +$33.6K +65 +9%
ICMM
2724
Integrated Capital Management (Michigan)
Michigan
$406K – – –
TCG
2725
Transcendent Capital Group
Oklahoma
$406K +$164K +316 +69%
107 108
109
110 111