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Name Holding Trade Value Shares
Change 		Change in
Stake
VBCG
1476
Valley Brook Capital Group
Pennsylvania
$316K +$91.7K +625 +45%
GAM
1477
Griffin Asset Management
New York
$316K – – –
SC
1478
Shay Capital
New York
$315K +$293K +2,000 New
TA
1479
TrueWealth Advisors
Alabama
$315K +$293K +2,000 New
PP
1480
Paloma Partners
Connecticut
$314K +$293K +1,995 New
PIA
1481
Powell Investment Advisors
Florida
$312K +$8.8K +60 +3%
GGA
1482
Granite Group Advisors
Connecticut
$311K -$388K -2,645 -57%
WRPWM
1483
Werba Rubin Papier Wealth Management
California
$310K +$289K +1,970 New
LA
1484
LVW Advisors
New York
$309K +$33.7K +230 +13%
SCP
1485
Sivia Capital Partners
California
$308K +$21.3K +145 +8%
FF
1486
Farrell Financial
New York
$308K +$12.5K +85 +5%
LCM
1487
LCM Capital Management
Illinois
$308K +$16.9K +115 +6%
EWA
1488
Exencial Wealth Advisors
Oklahoma
$308K +$287K +1,955 New
HNB
1489
Hilltop National Bank
Wyoming
$307K +$734 +5 +0.3%
TP
1490
Tranquility Partners
Tennessee
$304K – – –
TPWA
1491
Twin Peaks Wealth Advisors
California
$304K – – –
GT
1492
Glenview Trust
Kentucky
$304K -$1.47K -10 -0.5%
CFA
1493
Cahill Financial Advisors
Minnesota
$303K +$2.94K +20 +1%
SC
1494
Summa Corp
Texas
$302K – – –
RWM
1495
RKL Wealth Management
Pennsylvania
$300K -$4.4K -30 -2%
OFG
1496
Oxford Financial Group
Indiana
$299K +$279K +1,900 New
HGERS
1497
Householder Group Estate & Retirement Specialist
Arizona
$298K +$20.5K +140 +8%
JSC
1498
Jackson Square Capital
California
$297K -$3.54M -24,120 -93%
AG
1499
Ascent Group
Virginia
$297K -$734 -5 -0.3%
WPW
1500
Watershed Private Wealth
Illinois
$297K +$277K +1,890 New
58 59
60
61 62