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Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
2326
Vivid Wealth Management
Iowa
$558K -$266K -571 -34%
HCM
2327
Horiko Capital Management
New York
$558K – – –
PMSA
2328
Patrick M. Sweeney & Associates
Illinois
$558K +$17.2K +37 +3%
HCM
2329
Hodges Capital Management
Texas
$558K +$465 +1 +0.1%
BHB
2330
Bank Hapoalim BM
Israel
$557K -$66.5K -143 -11%
CA
2331
Centerpoint Advisors
Massachusetts
$557K -$23.3K -50 -4%
TA
2332
TruWealth Advisors
Louisiana
$556K -$34.9K -75 -6%
WA
2333
WESPAC Advisors
California
$556K – – –
DA
2334
DCM Advisors
New York
$555K -$28.4K -61 -5%
TWM
2335
TCFG Wealth Management
California
$554K +$522K +1,122 New
RRCM
2336
Rappaport Reiches Capital Management
Illinois
$552K +$2.79K +6 +0.5%
FM
2337
Foster & Motley
Ohio
$552K -$31.6K -68 -6%
WHG
2338
Westwood Holdings Group
Texas
$552K +$6.51K +14 +1%
RCA
2339
Ranch Capital Advisors
Florida
$551K -$168K -362 -24%
HPG
2340
Harvest Portfolios Group
Ontario, Canada
$551K -$19.5K -42 -4%
NAM
2341
NTV Asset Management
West Virginia
$549K – – –
CF
2342
Convergence Financial
Missouri
$549K +$70.7K +152 +16%
CWA
2343
Canvas Wealth Advisors
Kansas
$549K +$144K +309 +38%
AIA
2344
Angeles Investment Advisors
California
$549K -$6.05K -13 -1%
LF
2345
LifeSteps Financial
California
$548K -$4.18K -9 -0.8%
G
2346
GenTrust
Florida
$547K +$516K +1,109 New
AAM
2347
Aureus Asset Management
Massachusetts
$547K -$37.2K -80 -7%
BSSFA
2348
Baron Silver Stevens Financial Advisors
Florida
$545K -$16.3K -35 -3%
PWP
2349
Phillips Wealth Planners
Mississippi
$544K -$465 -1 -0.1%
CCWM
2350
Cassaday & Co Wealth Management
Virginia
$543K -$34.9K -75 -6%
92 93
94
95 96