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Name Holding Trade Value Shares
Change 		Change in
Stake
VCA
1151
Verdence Capital Advisors
Maryland
$309K +$102K +2,322 +45%
EFG
1152
Elevated Financial Group
Indiana
$308K -$154K -3,501 -32%
1WM
1153
1900 Wealth Management
Texas
$306K -$54.7K -1,243 -14%
RWM
1154
RKL Wealth Management
Pennsylvania
$306K -$60.7K -1,379 -16%
RWFS
1155
Rayburn West Financial Services
Tennessee
$304K – – –
AIM
1156
Advyzon Investment Management
Illinois
$304K +$76.2K +1,732 +31%
PA
1157
Prairie Advisory
Kansas
$304K +$326K +7,400 New
CCWM
1158
Cassaday & Co Wealth Management
Virginia
$303K +$11.4K +259 +4%
PPW
1159
Parcion Private Wealth
Washington
$302K -$36.2K -824 -10%
SCA
1160
Scott Capital Advisors
Oregon
$302K +$48.4K +1,100 +18%
UWS
1161
Unique Wealth Strategies
Illinois
$301K -$40.9K -930 -11%
AW
1162
Ankerstar Wealth
Texas
$301K +$3.69K +84 +1%
SWA
1163
Stratos Wealth Advisors
Ohio
$301K +$53.2K +1,209 +20%
HCM
1164
Howard Capital Management
Georgia
$300K +$153K +3,482 +91%
FWTB
1165
First Western Trust Bank
Colorado
$299K -$10.6K -241 -3%
SIC
1166
Salem Investment Counselors
North Carolina
$299K -$89.7K -2,040 -22%
IPWA
1167
International Private Wealth Advisors
California
$299K +$3.78K +86 +1%
CP
1168
Castleview Partners
Texas
$299K +$320K +7,283 New
TWP
1169
Tempus Wealth Planning
California
$297K -$15.3K -347 -5%
TAM
1170
Trillium Asset Management
Massachusetts
$296K -$52.5K -1,193 -14%
BI
1171
BFI Infinity
Switzerland
$296K – – –
SL
1172
Sentry LLC
Tennessee
$296K – – –
APP
1173
Avantax Planning Partners
Iowa
$295K +$83.5K +1,899 +36%
VBCG
1174
Valley Brook Capital Group
Pennsylvania
$295K -$77K -1,750 -20%
ATS
1175
Ashton Thomas Securities
New York
$295K +$70.9K +1,612 +29%
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