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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1851
Aspire Wealth Management
Massachusetts
$391K – – –
PSF
1852
Pacific Sun Financial
California
$390K – – –
WPC
1853
Waters Parkerson & Co
Louisiana
$389K -$15.8K -280 -4%
GAMC
1854
Garner Asset Management Corp
Texas
$389K – – –
NCM
1855
Northside Capital Management
Oregon
$389K – – –
VC
1856
Veracity Capital
Georgia
$389K +$112K +1,980 +45%
CGH
1857
CMG Global Holdings
Texas
$387K – – –
NMC
1858
Nine Masts Capital
Hong Kong
$387K +$360K +6,380 New
GWM
1859
Greenwich Wealth Management
Connecticut
$386K -$56.9K -1,010 -14%
HWA
1860
HHM Wealth Advisors
Tennessee
$385K – – –
CWM
1861
Concentric Wealth Management
California
$385K -$56.4K -1,000 -14%
CBFP
1862
Cedar Brook Financial Partners
Ohio
$385K -$7.33K -130 -2%
BFO
1863
Biltmore Family Office
North Carolina
$384K – – –
VF
1864
Vest Financial
Virginia
$384K +$357K +6,330 New
AC
1865
Apella Capital
Connecticut
$384K +$5.64K +100 +2%
WRPWM
1866
Werba Rubin Papier Wealth Management
California
$384K +$356K +6,320 New
NGA
1867
Naples Global Advisors
Florida
$381K – – –
HFM
1868
Hartford Funds Management
Pennsylvania
$380K +$33.3K +590 +10%
VNA
1869
Valley National Advisers
Pennsylvania
$380K +$24.2K +430 +7%
GFA
1870
Gallagher Fiduciary Advisors
Illinois
$380K -$36.6K -650 -9%
IF
1871
Intrua Financial
Texas
$380K +$564 +10 +0.2%
EWA
1872
Evolution Wealth Advisors
Florida
$380K +$61.5K +1,090 +21%
OWP
1873
Obermeyer Wealth Partners
Colorado
$378K +$9.59K +170 +3%
WG
1874
Welch Group
Alabama
$378K +$351K +6,220 New
KIA
1875
KCM Investment Advisors
California
$377K +$44.5K +790 +15%
73 74
75
76 77