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Name Holding Trade Value Shares
Change 		Change in
Stake
UAG
1801
United Advisor Group
Ohio
$595K +$105K +1,570 +23%
APWA
1802
Atlas Private Wealth Advisors
New Jersey
$594K – – –
RS
1803
Rakuten Securities
Japan
$594K -$13.4K -200 -2%
BWM
1804
BlackDiamond Wealth Management
New York
$592K +$34.8K +520 +8%
LWA
1805
Lantern Wealth Advisors
New York
$592K +$3.34K +50 +0.6%
IF
1806
Intrua Financial
Texas
$589K +$137K +2,050 +33%
VCM
1807
Vivaldi Capital Management
Illinois
$588K +$2.67K +40 +0.5%
SI
1808
Stonekeep Investments
New Mexico
$588K -$25.4K -380 -4%
RMC
1809
Resources Management Corp
Connecticut
$587K – – –
SA
1810
Strategic Advisors
New York
$587K +$24.1K +360 +5%
EA
1811
Emerald Advisors
Washington
$584K – – –
VCM
1812
Virtue Capital Management
Tennessee
$583K -$10.7K -160 -2%
TP
1813
Tranquility Partners
Tennessee
$582K -$6.02K -90 -1%
HFM
1814
Hartford Financial Management
Connecticut
$582K +$8.03K +120 +1%
BFO
1815
Biltmore Family Office
North Carolina
$582K +$64.9K +970 +13%
EAM
1816
Evanson Asset Management
California
$581K – – –
OP
1817
ORG Partners
Indiana
$581K -$488K -7,290 -47%
SWM
1818
Salvus Wealth Management
New Jersey
$579K +$16.7K +250 +3%
QPBE
1819
Quintet Private Bank (Europe)
Luxembourg
$577K -$1.72M -25,700 -76%
TPWA
1820
TRUE Private Wealth Advisors
Oregon
$576K -$7.36K -110 -1%
JWM
1821
JGP Wealth Management
Oregon
$575K -$4.68K -70 -0.9%
TAIM
1822
Te Ahumairangi Investment Management
New Zealand
$575K -$23.4K -350 -4%
LWM
1823
LJI Wealth Management
Indiana
$575K – – –
TSWM
1824
Tyler-Stone Wealth Management
Ohio
$574K +$366K +5,480 +210%
VFA
1825
Voya Financial Advisors
Connecticut
$573K -$118K -1,760 -18%
71 72
73
74 75