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Name Holding Trade Value Shares
Change 		Change in
Stake
CWAG
1651
Compton Wealth Advisory Group
Virginia
$1.27M – – –
VCM
1652
Virtue Capital Management
Tennessee
$1.27M – – –
CG
1653
Cynosure Group
Utah
$1.26M +$47K +117 +4%
DA
1654
Doliver Advisors
Texas
$1.26M -$19.7K -49 -2%
HT
1655
Heritage Trust
Oklahoma
$1.26M -$21.7K -54 -2%
VWM
1656
Venturi Wealth Management
Texas
$1.26M -$26.9K -67 -2%
TWA
1657
TCI Wealth Advisors
Arizona
$1.26M +$124K +309 +11%
TIA
1658
Trust Investment Advisors
Indiana
$1.26M -$57K -142 -4%
FWM
1659
Forza Wealth Management
Florida
$1.25M – – –
VCM
1660
Violich Capital Management
California
$1.25M -$401K -1,000 -24%
CFA
1661
Cahill Financial Advisors
Minnesota
$1.25M -$40.1K -100 -3%
EFS
1662
Essex Financial Services
Connecticut
$1.24M +$55.4K +138 +5%
OFW
1663
Omnia Family Wealth
Florida
$1.24M – – –
SG
1664
StoneX Group
New York
$1.24M +$12K +30 +1%
CWS
1665
Confluence Wealth Services
Pennsylvania
$1.24M +$226K +564 +22%
MBT
1666
Montecito Bank & Trust
California
$1.23M +$73.9K +184 +6%
PPC
1667
Park Place Capital
Alabama
$1.23M +$106K +264 +9%
SHFA
1668
SC&H Financial Advisors
Maryland
$1.23M – – –
FCM
1669
Fortis Capital Management
Washington
$1.23M +$116K +289 +10%
RCM
1670
Ratan Capital Management
Florida
$1.23M – – –
HCP
1671
Holt Capital Partners
Texas
$1.22M – – –
PVI
1672
Pine Valley Investments
New Jersey
$1.22M +$426K +1,061 +52%
MW
1673
Marcum Wealth
Ohio
$1.22M +$22.9K +57 +2%
BB
1674
Bell Bank
North Dakota
$1.22M +$114K +285 +10%
BOPW
1675
Brandywine Oak Private Wealth
Pennsylvania
$1.21M -$145K -361 -11%
65 66
67
68 69