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Name Holding Trade Value Shares
Change 		Change in
Stake
APP
1176
Avantax Planning Partners
Iowa
$295K +$83.5K +1,899 +36%
VBCG
1177
Valley Brook Capital Group
Pennsylvania
$295K -$77K -1,750 -20%
ATS
1178
Ashton Thomas Securities
New York
$295K +$70.9K +1,612 +29%
MA
1179
MSA Advisors
California
$293K – – –
GSWM
1180
Golden State Wealth Management
California
$293K -$187K -4,247 -37%
PCM
1181
Park Capital Management
Wisconsin
$292K +$24.9K +567 +9%
MWM
1182
Meridian Wealth Management
Kentucky
$292K -$21.2K -483 -6%
MWM
1183
Modera Wealth Management
New Jersey
$292K -$36.8K -836 -11%
EWA
1184
Encompass Wealth Advisors
Oregon
$290K -$14.3K -325 -4%
GIA
1185
Gateway Investment Advisers
Ohio
$289K -$235K -5,352 -43%
AIM
1186
Aurora Investment Managers
Florida
$289K +$309K +7,030 New
DAS
1187
Dynamic Advisor Solutions
Arizona
$286K -$44.2K -1,004 -13%
RCG
1188
Regatta Capital Group
California
$286K -$1.06M -24,069 -78%
LS
1189
Livforsakringsbolaget Skandia
Sweden
$285K -$74.8K -1,700 -20%
MBT
1190
Montecito Bank & Trust
California
$285K – – –
FWA
1191
FSM Wealth Advisors
Ohio
$284K +$94.1K +2,139 +45%
LEA
1192
Legacy Edge Advisors
New York
$284K +$304K +6,907 New
OWCM
1193
One Wealth Capital Management
Arizona
$282K +$303K +6,879 New
SWP
1194
Sagespring Wealth Partners
Tennessee
$280K -$44.7K -1,017 -13%
TTWM
1195
TCV Trust & Wealth Management
Virginia
$280K +$4.4K +100 +1%
HCP
1196
Hexagon Capital Partners
Arkansas
$279K +$121K +2,758 +68%
MFA
1197
Mayflower Financial Advisors
Massachusetts
$278K +$56.7K +1,289 +24%
FLPIM
1198
F.L. Putnam Investment Management
Massachusetts
$277K -$59.9K -1,362 -17%
QWP
1199
Quotient Wealth Partners
Texas
$277K +$12.5K +284 +4%
HW
1200
Hancock Whitney
Mississippi
$276K -$48K -1,091 -14%
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