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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
2051
Salvus Wealth Management
New Jersey
$483K +$200K +577 +75%
KFGK
2052
Keystone Financial Group (Kentucky)
Kentucky
$481K – – –
SFWA
2053
Summit Financial Wealth Advisors
Louisiana
$480K -$4.84K -14 -1%
DI
2054
DFPG Investments
Utah
$479K -$6.22K -18 -1%
NWM
2055
NEIRG Wealth Management
Massachusetts
$479K +$461K +1,333 New
SVCP
2056
Silicon Valley Capital Partners
California
$478K +$97.5K +282 +27%
MC
2057
Matisse Capital
Oregon
$476K -$31.5K -91 -6%
HC
2058
Hendley & Co
Ohio
$476K – – –
OPPTF
2059
OPSEU Pension Plan Trust Fund
Ontario, Canada
$475K +$8.99K +26 +2%
SMFG
2060
Sumitomo Mitsui Financial Group
Japan
$474K +$181K +522 +66%
VWM
2061
Valley Wealth Managers
New Jersey
$472K -$12.4K -36 -3%
VC
2062
Veery Capital
Delaware
$470K -$9.34K -27 -2%
SYBT
2063
Stock Yards Bank & Trust
Kentucky
$470K +$234K +676 +107%
NB
2064
Northwest Bancshares
Pennsylvania
$465K -$50.1K -145 -10%
CC
2065
Callan Capital
California
$465K – – –
AWS
2066
AJ Wealth Strategies
New York
$463K -$57.8K -167 -11%
PNC
2067
Park National Corp
Ohio
$463K +$19.4K +56 +5%
QC
2068
Quent Capital
New York
$463K +$445K +1,288 New
C
2069
CEDRUS
Colorado
$461K +$444K +1,283 New
1WA
2070
180 Wealth Advisors
Washington
$455K -$10K -29 -2%
AWE
2071
Avidian Wealth Enterprises
Texas
$454K +$74.4K +215 +20%
ARG
2072
Advisory Resource Group
Oklahoma
$453K +$406K +1,173 New
CHA
2073
Carmichael Hill & Associates
Maryland
$450K – – –
LAM
2074
L2 Asset Management
Massachusetts
$450K +$433K +1,253 New
AC
2075
Aristides Capital
Kentucky
$449K – – –
81 82
83
84 85