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Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
1876
Vertrix Wealth Management
Michigan
$898K +$135K +1,534 +14%
DWM
1877
DWR Wealth Management
California
$898K -$41.8K -475 -4%
WI
1878
WrapManager Inc
California
$896K -$84.5K -959 -7%
CAC
1879
Certified Advisory Corp
Florida
$895K +$77.5K +880 +8%
HWA
1880
HHM Wealth Advisors
Tennessee
$895K -$2.73K -31 -0.2%
MAM
1881
Mainsail Asset Management
Alabama
$893K -$80.8K -918 -7%
LFP
1882
Leeward Financial Partners
Washington
$893K -$2.88M -32,679 -72%
SCP
1883
Sivia Capital Partners
California
$892K -$398K -4,523 -27%
BF
1884
Brucke Financial
Indiana
$892K -$18.1K -205 -2%
KMWM
1885
Keudell/Morrison Wealth Management
Oregon
$890K +$134K +1,526 +14%
ATC
1886
Adirondack Trust Company
New York
$890K +$199K +2,258 +22%
NL
1887
NWAM LLC
Washington
$888K -$1.42M -16,069 -56%
MP
1888
McDonald Partners
Ohio
$886K +$96K +1,090 +10%
VCM
1889
Versant Capital Management
Arizona
$886K -$173K -1,963 -14%
3IP
1890
3Chopt Investment Partners
Virginia
$886K +$602K +6,839 +123%
PFWA
1891
Paces Ferry Wealth Advisors
Georgia
$885K -$22.9K -260 -2%
CAM
1892
Close Asset Management
United Kingdom
$883K +$68.5K +778 +7%
CPWA
1893
Cerro Pacific Wealth Advisors
California
$883K +$37.3K +423 +4%
BWM
1894
BNB Wealth Management
Maryland
$882K -$264K -3,000 -20%
PC
1895
PCB Capital
New Jersey
$882K +$41.6K +472 +4%
FFG
1896
Fiduciary Financial Group
California
$880K +$70.7K +803 +7%
FA
1897
Fountainhead AM
New Jersey
$879K +$512K +5,816 +90%
DG
1898
DMC Group
Alabama
$879K -$356K -4,037 -25%
BWM
1899
BlackDiamond Wealth Management
New York
$878K +$282K +3,199 +39%
VFG
1900
Victory Financial Group
Texas
$876K -$118K -1,338 -10%
74 75
76
77 78