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Name Holding Trade Value Shares
Change 		Change in
Stake
QWM
1551
Quadcap Wealth Management
Texas
$523K -$63.5K -340 -11%
BCA
1552
Bay Colony Advisors
Massachusetts
$522K -$7.47K -40 -1%
OL
1553
OneFund LLC
Florida
$522K +$18.7K +100 +4%
HFP
1554
Holistic Financial Partners
Indiana
$522K +$43.9K +235 +9%
AFAS
1555
Acorn Financial Advisory Services
Virginia
$521K -$50.4K -270 -9%
HNB
1556
Hilltop National Bank
Wyoming
$519K -$42K -225 -7%
NWWA
1557
New Wave Wealth Advisors
Arkansas
$518K -$9.34K -50 -2%
RIL
1558
Rothschild Investment LLC
Illinois
$517K -$6.54K -35 -1%
HCM
1559
Hollencrest Capital Management
California
$517K +$357K +1,910 +212%
NRG
1560
Nemes Rush Group
Michigan
$514K +$3.74K +20 +0.7%
VCM
1561
Vivaldi Capital Management
Illinois
$513K +$6.54K +35 +1%
CPA
1562
Capital Performance Advisors
California
$510K +$2.8K +15 +0.5%
MWA
1563
Meridian Wealth Advisors
Texas
$508K +$11.2K +60 +2%
AL
1564
Aspiriant LLC
California
$507K +$68.2K +365 +15%
EWA
1565
Exencial Wealth Advisors
Oklahoma
$507K +$35.5K +190 +7%
SW
1566
SVB Wealth
Massachusetts
$506K -$148K -790 -22%
RS
1567
Rakuten Securities
Japan
$506K -$30.8K -165 -6%
HIA
1568
Harbor Investment Advisory
Maryland
$505K -$1.35M -7,250 -73%
AIM
1569
Advyzon Investment Management
Illinois
$505K +$105K +560 +26%
FP
1570
Financial Perspectives
Minnesota
$502K – – –
WFA
1571
WMG Financial Advisors
Tennessee
$500K +$71K +380 +16%
JFG
1572
Jefferies Financial Group
New York
$499K +$54.2K +290 +12%
SI
1573
Severin Investments
Missouri
$498K -$71K -380 -12%
VCP
1574
Verus Capital Partners
Arizona
$495K +$71K +380 +16%
BPC
1575
Banque Pictet & Cie
Switzerland
$495K +$502K +2,690 New
61 62
63
64 65