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Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
1401
Visionary Wealth Advisors
Illinois
$384K +$325K +5,406 New
IIC
1402
Ironwood Investment Counsel
Arizona
$382K -$48.5K -808 -13%
AWE
1403
Avidian Wealth Enterprises
Texas
$382K -$364K -6,062 -53%
TPI
1404
Trust Point Inc
Wisconsin
$380K -$10.6K -176 -3%
LFA
1405
Laraway Financial Advisors
Minnesota
$380K – – –
BBNB
1406
Baker Boyer National Bank
Washington
$379K – – –
GPI
1407
General Partner Inc
Pennsylvania
$375K – – –
GI
1408
GAMCO Investors
Connecticut
$375K +$5.76K +96 +2%
FIA
1409
Foundations Investment Advisors
Arizona
$374K +$9.54K +159 +3%
HNW
1410
High Note Wealth
Minnesota
$374K +$171K +2,848 +118%
KP
1411
Keel Point
Alabama
$373K +$108K +1,807 +52%
SWM
1412
Spire Wealth Management
Virginia
$372K -$278K -4,635 -47%
KWM
1413
Keebeck Wealth Management
Illinois
$372K -$8.82K -147 -3%
TGAM
1414
TBH Global Asset Management
Tennessee
$371K -$259K -4,322 -45%
BPWM
1415
BCS Private Wealth Management
New Jersey
$371K +$312K +5,200 New
LCG
1416
Lakeshore Capital Group
Illinois
$371K +$101K +1,687 +48%
KIC
1417
Kensington Investment Counsel
California
$370K -$33.5K -558 -10%
CAL
1418
Capital Analysts LLC
Pennsylvania
$370K +$300 +5 +0.1%
GWANC
1419
Guardian Wealth Advisors (North Carolina)
North Carolina
$370K +$9.3K +155 +3%
BTWM
1420
Baker Tilly Wealth Management
Wisconsin
$368K -$29.5K -492 -9%
SAI
1421
Savvy Advisors Inc
New York
$367K +$27.6K +460 +10%
WP
1422
Westmount Partners
California
$367K +$8.76K +146 +3%
PJSIMP
1423
P.J. Schmidt Investment Management (PJS)
Wisconsin
$365K -$130K -2,165 -30%
ACP
1424
Argyle Capital Partners
California
$363K +$307K +5,114 New
ISFAN
1425
Investor's Fiduciary Advisor Network
Washington
$363K +$104K +1,736 +51%
55 56
57
58 59