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Name Holding Trade Value Shares
Change 		Change in
Stake
JPLA
2126
Joseph P. Lucia & Associates
New York
$697K -$26K -135 -3%
VWM
2127
Vigilare Wealth Management
Arizona
$695K -$74.7K -387 -8%
LWM
2128
Liberty Wealth Management
California
$695K +$26.6K +138 +3%
SLWA
2129
San Luis Wealth Advisors
California
$695K +$768K +3,981 +1,217%
WCM
2130
Whitener Capital Management
North Carolina
$694K -$213K -1,105 -20%
CCM
2131
Crew Capital Management
Ohio
$694K -$73.9K -383 -8%
IIC
2132
Integrated Investment Consultants
Michigan
$694K +$175K +909 +27%
SMA
2133
Sage Mountain Advisors
Georgia
$693K -$166K -861 -17%
CCM
2134
Chiron Capital Management
Florida
$693K +$422K +2,190 +104%
GCA
2135
Genesee Capital Advisors
New York
$687K +$29.5K +153 +4%
VC
2136
Veracity Capital
Georgia
$686K -$44.9K -233 -5%
FNA
2137
First National Advisers
Nebraska
$681K +$814K +4,221 New
MIM
2138
Merrion Investment Management
New Jersey
$677K – – –
BFWA
2139
Benchmark Financial Wealth Advisors
Florida
$677K +$206K +1,067 +34%
BHBT
2140
Burke & Herbert Bank & Trust
Virginia
$674K -$53.8K -279 -6%
LFA
2141
Legacy Financial Advisors
Kentucky
$672K +$202K +1,045 +33%
PCM
2142
Poehling Capital Management
Wisconsin
$671K -$383K -1,987 -32%
EPA
2143
Element Pointe Advisors
Florida
$670K -$511K -2,649 -39%
TW
2144
TrinityPoint Wealth
Connecticut
$670K -$50.5K -262 -6%
LAI
2145
Legal Advantage Investments
California
$669K +$67.5K +350 +9%
AWA
2146
Arete Wealth Advisors
Illinois
$668K -$488K -2,531 -38%
MWA
2147
Meridian Wealth Advisors
Texas
$668K -$315K -1,634 -28%
MCP
2148
Mirador Capital Partners
California
$667K +$75.2K +390 +10%
VCM
2149
Violich Capital Management
California
$666K +$26K +135 +3%
NFG
2150
Nadler Financial Group
Illinois
$665K -$12K -62 -1%
84 85
86
87 88