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Name Holding Trade Value Shares
Change 		Change in
Stake
RA
1551
Riverstone Advisors
Texas
$522K +$498K +2,460 New
VC
1552
Vicus Capital
Pennsylvania
$522K +$498K +2,460 New
OFS
1553
OneAscent Financial Services
Alabama
$521K +$266K +1,315 +115%
TCWM
1554
Total Clarity Wealth Management
Illinois
$521K -$19.2K -95 -4%
AAIM
1555
Asset Advisors Investment Management
Georgia
$519K – – –
FFA
1556
Fi3 Financial Advisors
Indiana
$518K +$252K +1,245 +104%
DTL
1557
Dynamic Technology Lab
Singapore
$518K +$495K +2,445 New
BPC
1558
Banque Pictet & Cie
Switzerland
$516K +$493K +2,435 New
WFA
1559
WMG Financial Advisors
Tennessee
$513K -$8.1K -40 -2%
SWP
1560
Semus Wealth Partners
Florida
$510K -$3.04K -15 -0.6%
ZIC
1561
ZWJ Investment Counsel
Georgia
$508K -$14.2K -70 -3%
GAG
1562
GM Advisory Group
New York
$508K +$212K +1,045 +77%
BBW
1563
Blue Barn Wealth
Utah
$507K -$143K -705 -23%
TWP
1564
Triad Wealth Partners
Kansas
$507K +$484K +2,390 New
FCA
1565
FLC Capital Advisors
California
$505K – – –
JFGIW
1566
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$504K +$95.2K +470 +23%
RFO
1567
RiverGlades Family Offices
Florida
$504K – – –
SAM
1568
Secure Asset Management
Michigan
$503K +$481K +2,375 New
MAWA
1569
Moss Adams Wealth Advisors
Washington
$502K +$32.4K +160 +7%
SCP
1570
Sivia Capital Partners
California
$500K -$2.03K -10 -0.4%
CIM
1571
Contravisory Investment Management
Massachusetts
$500K +$468K +2,310 +4,620%
CWM
1572
Centurion Wealth Management
Virginia
$499K +$8.1K +40 +2%
WMA
1573
Wealth Management Associates
New Jersey
$499K -$71.9K -355 -13%
NMC
1574
Nine Masts Capital
Hong Kong
$499K +$477K +2,355 New
PCM
1575
Presidio Capital Management
California
$498K – – –
61 62
63
64 65