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Name Holding Trade Value Shares
Change 		Change in
Stake
RAG
3126
RIA Advisory Group
Iowa
$618K +$567K +1,272 New
PRC
3127
Pearl River Capital
Michigan
$615K -$864K -1,936 -60%
RL
3128
Rogco LP
Oklahoma
$614K +$276K +618 +96%
HJGA
3129
Hardman Johnston Global Advisors
Connecticut
$613K +$563K +1,262 New
SRWM
3130
Shira Ridge Wealth Management
California
$612K – – –
SWM
3131
Shelton Wealth Management
Texas
$612K +$125K +281 +29%
KBFS
3132
Kohmann Bosshard Financial Services
Ohio
$609K – – –
WPA
3133
West Paces Advisors
Georgia
$607K -$37.5K -84 -6%
IPW
3134
Invictus Private Wealth
Colorado
$607K -$16.5K -37 -3%
NWM
3135
Northwest Wealth Management
Iowa
$606K +$39.3K +88 +8%
VAG
3136
VisionPoint Advisory Group
Texas
$606K +$103K +232 +23%
TH
3137
TCTC Holdings
Texas
$606K – – –
MCM
3138
Mattern Capital Management
Colorado
$605K +$291K +653 +110%
AF
3139
Apollon Financial
South Carolina
$605K +$119K +266 +27%
AWS
3140
Aspen Wealth Strategies
Colorado
$605K -$40.1K -90 -7%
PG
3141
Prostatis Group
Maryland
$604K +$35.7K +80 +7%
WSCM
3142
Wellington Shields Capital Management
New York
$604K -$18.7K -42 -3%
EWM
3143
Echo Wealth Management
Minnesota
$604K -$64.7K -145 -10%
RA
3144
Riversedge Advisors
Delaware
$604K +$64.7K +145 +13%
VWM
3145
Vigilare Wealth Management
Arizona
$603K -$401K -899 -42%
SWM
3146
Salvus Wealth Management
New Jersey
$601K +$3.12K +7 +0.6%
VIA
3147
Virtus Investment Advisers
Connecticut
$601K +$203K +455 +58%
JWM
3148
Jackson Wealth Management
Florida
$599K +$550K +1,233 New
SAM
3149
Seelaus Asset Management
New Jersey
$599K – – –
ONST
3150
Old North State Trust
North Carolina
$598K +$549K +1,231 New
124 125
126
127 128