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Name Holding Trade Value Shares
Change 		Change in
Stake
VFG
2301
Victory Financial Group
Texas
$756K +$199K +377 +33%
MKC
2302
M. Kraus & Co
Vermont
$756K -$9.48K -18 -1%
PHAM
2303
Palisades Hudson Asset Management
Florida
$753K – – –
OMC
2304
Overbrook Management Corp
New York
$753K +$13.7K +26 +2%
MFS
2305
Miller Financial Services
Michigan
$752K – – –
AFM
2306
Aspetuck Financial Management
Connecticut
$752K +$113K +214 +17%
CA
2307
Claro Advisors
Massachusetts
$751K +$149K +283 +23%
KA
2308
KLCM Advisors
Wisconsin
$751K +$2.63K +5 +0.3%
LCS
2309
Levin Capital Strategies
New York
$749K – – –
JA
2310
JVL Associates
Michigan
$748K -$1.58K -3 -0.2%
WDG
2311
Wealth Dimensions Group
Ohio
$748K +$7.37K +14 +0.9%
TWA
2312
TCI Wealth Advisors
Arizona
$747K -$40.6K -77 -5%
UAG
2313
United Advisor Group
Ohio
$747K -$20K -38 -2%
AWM
2314
Ariadne Wealth Management
California
$747K -$12.6K -24 -2%
SAM
2315
Silphium Asset Management
United Kingdom
$746K -$1.24M -2,360 -61%
KDA
2316
Kraft Davis & Associates
Missouri
$746K -$57.9K -110 -7%
EGWAG
2317
Elwood & Goetz Wealth Advisory Group
Georgia
$745K +$471K +895 +150%
BAM
2318
BOS Asset Management
Illinois
$743K +$5.79K +11 +0.7%
TCOTS
2319
Trust Company of the South
North Carolina
$743K +$344K +654 +78%
DIP
2320
DT Investment Partners
Pennsylvania
$743K -$102K -194 -12%
CS
2321
Crescent Sterling
Louisiana
$742K +$112K +212 +17%
PWA
2322
Physician Wealth Advisors
Utah
$741K -$8.95K -17 -1%
SPWG
2323
Syntegra Private Wealth Group
Missouri
$740K -$308K -585 -28%
CPW
2324
Crestmont Private Wealth
Texas
$737K +$44.8K +85 +6%
RP
2325
Riverwater Partners
Wisconsin
$737K +$71.1K +135 +10%
91 92
93
94 95