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Name Holding Trade Value Shares
Change 		Change in
Stake
RWI
1451
Red Wave Investments
Pennsylvania
$1.64M +$501K +1,395 +44%
GRP
1452
Global Retirement Partners
California
$1.63M +$598K +1,663 +53%
PP
1453
Pegasus Partners
Wisconsin
$1.63M +$71.5K +199 +5%
VWA
1454
Visionary Wealth Advisors
Illinois
$1.63M +$665K +1,850 +69%
SFPG
1455
Stonebridge Financial Planning Group
Florida
$1.62M -$44.6K -124 -3%
PP
1456
Patron Partners
Texas
$1.62M +$37.4K +104 +2%
MCC
1457
Money Concepts Capital
Florida
$1.62M +$737K +2,049 +83%
SWM
1458
Segment Wealth Management
Texas
$1.61M +$2.16K +6 +0.1%
SNB
1459
Security National Bank
Nebraska
$1.61M -$57.5K -160 -3%
GA
1460
GraniteShares Advisors
New York
$1.6M -$69.7K -194 -4%
NCA
1461
New Century Advisors
Maryland
$1.59M +$122K +340 +8%
CCMG
1462
Clark Capital Management Group
Pennsylvania
$1.59M -$23M -64,098 -94%
WA
1463
Wealth Alliance
New York
$1.58M +$477K +1,326 +43%
SMC
1464
Smith, Moore & Co
Missouri
$1.58M +$12.6K +35 +0.8%
ACMA
1465
Arbor Capital Management (Alaska)
Alaska
$1.57M -$43.5K -121 -3%
ECA
1466
Elevated Capital Advisors
Utah
$1.57M +$1.58M +4,399 New
SCI
1467
S&CO Inc
Massachusetts
$1.57M +$368K +1,023 +30%
V
1468
VeraBank
Texas
$1.56M -$53.9K -150 -3%
BFS
1469
Bard Financial Services
Connecticut
$1.56M – – –
GA
1470
GoalVest Advisory
New York
$1.56M +$1.57M +4,363 New
EWA
1471
EP Wealth Advisors
California
$1.55M -$215K -597 -12%
SFCL
1472
Strengthening Families & Communities LLC
Massachusetts
$1.55M +$138K +385 +10%
PSP
1473
Principal Street Partners
Tennessee
$1.55M -$350K -973 -18%
CM
1474
Crestline Management
Texas
$1.55M +$1.56M +4,328 New
VIA
1475
Vident Investment Advisory
Georgia
$1.53M -$1.38M -3,848 -47%
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