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Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
1351
VCI Wealth Management
Missouri
$2.05M +$1.02M +11,542 +67%
KWM
1352
Keebeck Wealth Management
Illinois
$2.05M -$178K -2,023 -7%
JFGIW
1353
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.05M -$899K -10,210 -26%
AWM
1354
Angeles Wealth Management
California
$2.04M -$23.3K -264 -0.9%
EP
1355
Edgestream Partners
New Jersey
$2.04M +$1.07M +12,115 +73%
BIA
1356
Benchmark Investment Advisors
Illinois
$2.04M -$111K -1,256 -4%
IWA
1357
Icon Wealth Advisors
Texas
$2.04M -$414K -4,700 -14%
BWP
1358
Balboa Wealth Partners
Arizona
$2.04M -$64.5K -732 -3%
SIC
1359
Salem Investment Counselors
North Carolina
$2.04M +$40.5K +460 +2%
CFS
1360
CRA Financial Services
New Jersey
$2.03M +$46.7K +530 +2%
ACM
1361
Alamar Capital Management
California
$2.02M -$275K -3,125 -10%
IP
1362
Intellectus Partners
California
$2.02M -$48.3K -549 -2%
AWM
1363
Accurate Wealth Management
Florida
$2.02M -$164K -1,861 -6%
PC
1364
Permanens Capital
New York
$2.01M -$325K -3,692 -12%
UF
1365
Univest Financial
Pennsylvania
$2M +$58.4K +663 +2%
CBA
1366
Coastal Bridge Advisors
Connecticut
$2M +$67.3K +764 +3%
DEA
1367
DoubleLine ETF Adviser
Florida
$1.99M -$1.16M -13,133 -32%
CAG
1368
Curtis Advisory Group
California
$1.98M – – –
IB
1369
Intrust Bank
Kansas
$1.98M -$526K -5,968 -18%
FTA
1370
Financial & Tax Architects
Missouri
$1.97M +$143K +1,619 +6%
FCT
1371
Family Capital Trust
Massachusetts
$1.97M +$4.05K +46 +0.2%
EWM
1372
EPG Wealth Management
Georgia
$1.97M +$558K +6,339 +30%
AWCI
1373
Alpine Woods Capital Investors
New York
$1.97M -$927K -10,522 -28%
ECM
1374
Ebert Capital Management
California
$1.97M +$229K +2,603 +10%
ZIG
1375
Zullo Investment Group
Pennsylvania
$1.96M +$19.8K +225 +0.8%
53 54
55
56 57