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Name Holding Trade Value Shares
Change 		Change in
Stake
VFG
2151
V2 Financial group
Illinois
$507K – – –
AIM
2152
Advyzon Investment Management
Illinois
$507K +$468K +5,690 New
4WM
2153
49 Wealth Management
Texas
$506K -$27.2K -330 -5%
CWA
2154
Canvas Wealth Advisors
Kansas
$504K +$54.3K +660 +13%
SCM
2155
Seascape Capital Management
New Hampshire
$504K -$1.65K -20 -0.4%
CWM
2156
Cherrydale Wealth Management
New Jersey
$504K – – –
APG
2157
Abacus Planning Group
South Carolina
$504K +$4.94K +60 +1%
APM
2158
a16z Perennial Management
California
$501K – – –
SEIA
2159
Signature Estate & Investment Advisors
California
$501K +$35.4K +430 +8%
SCP
2160
Stamos Capital Partners
California
$499K -$1.32M -16,000 -74%
BWM
2161
Biltmore Wealth Management
Arizona
$499K +$14.8K +180 +3%
WPC
2162
White Pine Capital
Minnesota
$499K +$15.6K +190 +4%
JWM
2163
Jackson Wealth Management
Florida
$498K +$100K +1,220 +28%
FFA
2164
First Foundation Advisors
California
$497K -$23.9K -290 -5%
OWMIAS
2165
One Wealth Management Investment & Advisory Services
Florida
$497K +$6.58K +80 +1%
JAM
2166
JCIC Asset Management
Ontario, Canada
$497K +$90.5K +1,100 +25%
AFM
2167
Aspetuck Financial Management
Connecticut
$497K +$459K +5,580 New
HWM
2168
Horizon Wealth Management
Illinois
$497K -$14K -170 -3%
VC
2169
Veracity Capital
Georgia
$496K -$14K -170 -3%
FWM
2170
FMB Wealth Management
California
$496K -$19.8K -240 -4%
EWS
2171
Evergreen Wealth Solutions
Pennsylvania
$495K -$103K -1,250 -18%
PWS
2172
Peterson Wealth Services
Utah
$495K – – –
TFA
2173
Tobias Financial Advisors
Florida
$495K – – –
RI
2174
Ridgewood Investments
New Jersey
$494K +$6.58K +80 +1%
BB
2175
Busey Bank
Illinois
$493K -$198K -2,410 -30%
85 86
87
88 89