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Name Holding Trade Value Shares
Change 		Change in
Stake
BIA
3726
Bell Investment Advisors
California
$819K -$52.1K -70 -6%
LOPW
3727
Live Oak Private Wealth
North Carolina
$818K -$17.1K -23 -2%
ELM
3728
Elite Life Management
Florida
$818K +$29.8K +40 +4%
TH
3729
TCTC Holdings
Texas
$817K – – –
SFWA
3730
Summit Financial Wealth Advisors
Louisiana
$815K +$485K +652 +135%
VPW
3731
Variant Private Wealth
Virginia
$814K +$744 +1 +0.1%
ITB
3732
Idaho Trust Bank
Idaho
$814K – – –
AIA
3733
Allied Investment Advisors
Montana
$813K +$426K +572 +107%
SIM
3734
Studio Investment Management
Illinois
$810K -$18.6K -25 -2%
FWA
3735
Flagship Wealth Advisors
Massachusetts
$809K -$92.3K -124 -10%
MIM
3736
Merrion Investment Management
New Jersey
$808K – – –
HP
3737
Hartree Partners
New York
$808K +$819K +1,100 New
GFP
3738
Guardian Financial Partners
California
$806K +$149K +200 +22%
VPP
3739
Vertex Planning Partners
Illinois
$806K +$72.9K +98 +10%
GGI
3740
Godsey & Gibb Inc
Virginia
$805K -$6.7K -9 -0.8%
AWP
3741
Astra Wealth Partners
New Jersey
$803K +$71.5K +96 +10%
TDWM
3742
Topel & Distasi Wealth Management
California
$802K +$96K +129 +13%
CCM
3743
Canal Capital Management
Virginia
$801K +$27.5K +37 +4%
VCAM
3744
Van Cleef Asset Management
Ohio
$800K – – –
M
3745
MATAURO
New York
$798K -$399K -536 -33%
ACM
3746
Arlington Capital Management
Illinois
$797K – – –
SNWA
3747
Siligmueller & Norvid Wealth Advisors
Illinois
$797K +$516K +693 +179%
PCM
3748
Park Capital Management
Wisconsin
$796K -$50.6K -68 -6%
WWM
3749
Wiser Wealth Management
Georgia
$796K +$116K +156 +17%
MFC
3750
Morris Financial Concepts
South Carolina
$795K – – –
148 149
150
151 152