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Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
1476
VCI Wealth Management
Missouri
$3M +$631K +1,218 +27%
LIA
1477
Lynx Investment Advisory
District of Columbia
$3M -$142K -275 -5%
TRIA
1478
Trail Ridge Investment Advisors
Colorado
$3M +$7.25K +14 +0.2%
BB
1479
Bell Bank
North Dakota
$2.99M -$8.28K -16 -0.3%
WA
1480
Waverly Advisors
Alabama
$2.99M +$1.71M +3,295 +138%
NIA
1481
NIA Impact Advisors
California
$2.99M +$46.6K +90 +2%
SPG
1482
Strategic Planning Group
Utah
$2.99M +$78.7K +152 +3%
OFA
1483
Oak Family Advisors
Illinois
$2.97M -$701K -1,354 -19%
QCM
1484
Qsemble Capital Management
New York
$2.97M +$2.92M +5,646 New
PP
1485
Patten & Patten
Tennessee
$2.97M +$79.2K +153 +3%
EFSCE
1486
Enterprise Financial Services Corp (EFSC)
Missouri
$2.96M -$10.4K -20 -0.4%
GLR
1487
Great Lakes Retirement
Ohio
$2.96M -$4.14K -8 -0.1%
SA
1488
SRN Advisors
Pennsylvania
$2.96M +$425K +821 +17%
AC
1489
Avestar Capital
New York
$2.96M +$285K +550 +11%
VWM
1490
Venturi Wealth Management
Texas
$2.94M +$63.2K +122 +2%
SC
1491
Sierra Capital
Florida
$2.94M – – –
PSB
1492
Piscataqua Savings Bank
New Hampshire
$2.93M -$91.6K -177 -3%
VWA
1493
Visionary Wealth Advisors
Illinois
$2.92M +$248K +479 +9%
APW
1494
Aventura Private Wealth
Florida
$2.92M +$2.87M +5,537 New
WCM
1495
WealthBridge Capital Management
Ohio
$2.91M – – –
WWM
1496
WT Wealth Management
Arizona
$2.9M +$108K +209 +4%
CAMV
1497
Concord Asset Management (Virginia)
Virginia
$2.9M -$20.2K -39 -0.7%
BWG
1498
Boomfish Wealth Group
Georgia
$2.9M +$20.7K +40 +0.7%
CA
1499
Cannon Advisors
North Carolina
$2.89M -$214K -413 -7%
AEPWM
1500
Atlantic Edge Private Wealth Management
Florida
$2.89M -$42.5K -82 -1%
58 59
60
61 62