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Name Holding Trade Value Shares
Change 		Change in
Stake
VIS
2201
Vega Investment Solutions
France
$4.31M +$1.15M +1,857 +47%
MAG
2202
MRA Advisory Group
New Jersey
$4.31M +$388K +628 +12%
ETCM
2203
Evolutionary Tree Capital Management
Virginia
$4.31M -$1.21M -1,963 -25%
PCS
2204
Personal CFO Solutions
New Jersey
$4.3M +$227K +367 +7%
ST
2205
Smithfield Trust
Pennsylvania
$4.3M +$1.85K +3 +0.1%
DFG
2206
Dupree Financial Group
Kentucky
$4.29M +$3.59M +5,817 New
DC
2207
DeDora Capital
California
$4.27M -$24.1K -39 -0.7%
OL
2208
OneFund LLC
Florida
$4.26M -$40.2K -65 -1%
SWM
2209
SilverOak Wealth Management
Minnesota
$4.26M +$370K +599 +12%
RMP
2210
Richards, Merrill & Peterson
Washington
$4.26M +$314K +508 +10%
CB
2211
CNB Bank
Pennsylvania
$4.25M +$111K +179 +3%
SMF
2212
Scott Marsh Financial
Utah
$4.24M +$3.55M +5,746 New
AIM
2213
Arcadia Investment Management
Michigan
$4.24M +$1.42M +2,290 +66%
PRA
2214
Pine Ridge Advisers
New York
$4.23M – – –
RPSA
2215
Richard P. Slaughter Associates
Texas
$4.23M +$305K +494 +9%
CCWM
2216
Correct Capital Wealth Management
Missouri
$4.23M +$261K +422 +8%
ACM
2217
AUA Capital Management
Pennsylvania
$4.22M – – –
CA
2218
Crewe Advisors
Utah
$4.22M +$3.53M +5,718 New
AA
2219
Altrafin AG
$4.22M +$83.4K +135 +2%
ECA
2220
Elevate Capital Advisors
Colorado
$4.22M +$831K +1,345 +31%
SJIM
2221
St. Johns Investment Management
Florida
$4.21M -$186K -301 -5%
RAM
2222
RedJay Asset Management
Ontario, Canada
$4.21M -$618K -1,000 -15%
RCM
2223
Regency Capital Management
Hawaii
$4.21M +$848K +1,373 +32%
SCI
2224
S&CO Inc
Massachusetts
$4.2M – – –
RWM
2225
RKL Wealth Management
Pennsylvania
$4.19M -$43.3K -70 -1%
87 88
89
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