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Name Holding Trade Value Shares
Change 		Change in
Stake
OWCM
1401
One Wealth Capital Management
Arizona
$611K -$410K -2,125 -36%
WA
1402
Wealth Alliance
New York
$611K -$118K -610 -14%
QWP
1403
Quotient Wealth Partners
Texas
$609K -$95.4K -495 -11%
VCWM
1404
Vista Cima Wealth Management
Arizona
$608K +$84.8K +440 +13%
WFC
1405
Western Financial Corp
California
$608K +$118K +610 +19%
CIA
1406
Compass Ion Advisors
Pennsylvania
$607K -$8.67K -45 -1%
AFP
1407
Ausdal Financial Partners
Iowa
$606K +$86.7K +450 +13%
KCM
1408
KRS Capital Management
Michigan
$605K – – –
GWM
1409
Geneos Wealth Management
Colorado
$605K +$181K +940 +33%
SAM
1410
Strive Asset Management
Ohio
$603K -$193K -1,000 -21%
CS
1411
Capital Square
Tennessee
$601K +$52K +270 +8%
RB
1412
Renasant Bank
Mississippi
$601K +$108K +560 +17%
RAM
1413
Readystate Asset Management
Illinois
$601K +$728K +3,775 New
DBRC
1414
D.B. Root & Company
Pennsylvania
$599K +$3.85K +20 +0.5%
M
1415
MATAURO
New York
$599K +$725K +3,760 New
RLIM
1416
Red Lighthouse Investment Management
New York
$598K -$964 -5 -0.1%
UFF
1417
USA Financial Formulas
Michigan
$598K +$724K +3,755 New
AWM
1418
Axxcess Wealth Management
California
$597K -$242M -1,253,300 -100%
APW
1419
Aventura Private Wealth
Florida
$596K +$1.93K +10 +0.3%
JSAM
1420
J. Safra Asset Management
New York
$594K +$329K +1,705 +84%
RTC
1421
Real Talk Capital
Tennessee
$593K -$50.1K -260 -7%
LFG
1422
Larson Financial Group
Missouri
$593K +$294K +1,525 +69%
FNBSF
1423
First National Bank Sioux Falls
South Dakota
$589K – – –
CWMK
1424
Caliber Wealth Management (Kansas)
Kansas
$588K +$712K +3,695 New
VC
1425
Vicus Capital
Pennsylvania
$587K +$236K +1,225 +50%
55 56
57
58 59