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Name Holding Trade Value Shares
Change 		Change in
Stake
RSWM
1601
Robertson Stephens Wealth Management
California
$357K +$162K +1,633 +83%
FNBSF
1602
First National Bank Sioux Falls
South Dakota
$357K – – –
FNBOO
1603
First National Bank of Omaha
Nebraska
$357K -$10.7K -108 -3%
RFN
1604
Redwood Financial Network
Ohio
$356K +$21.8K +220 +7%
HCM
1605
HMS Capital Management
Tennessee
$356K – – –
APW
1606
Aventura Private Wealth
Florida
$356K -$67.8K -685 -16%
CFS
1607
Commonwealth Financial Services
West Virginia
$355K +$125K +1,267 +55%
CAAS
1608
Capital Asset Advisory Services
Michigan
$355K +$354K +3,575 New
VAM
1609
Vienna Asset Management
California
$355K -$43.9K -443 -11%
PVM
1610
Palogic Value Management
Texas
$352K +$31.1K +314 +10%
RCM
1611
RB Capital Management
Nevada
$352K -$254K -2,568 -42%
MWM
1612
Meadowbrook Wealth Management
New York
$350K -$17.3K -175 -5%
ECA
1613
Elevated Capital Advisors
Utah
$350K -$202K -2,045 -37%
CA
1614
Continuum Advisory
Idaho
$348K +$38.3K +387 +12%
HPC
1615
HM Payson & Co
Maine
$348K -$48K -485 -12%
RCG
1616
Regatta Capital Group
California
$347K +$18.9K +191 +6%
EAM
1617
Empirical Asset Management
Massachusetts
$346K +$345K +3,487 New
KCM
1618
Kathmere Capital Management
Pennsylvania
$346K -$34.5K -348 -9%
OCM
1619
One Capital Management
California
$346K – – –
BWS
1620
Broadway Wealth Solutions
Texas
$345K +$27.2K +275 +9%
HBS
1621
Howard Bailey Securities
Indiana
$343K +$342K +3,452 New
PWMAG
1622
Pinnacle Wealth Management Advisory Group
New Jersey
$342K -$462K -4,667 -58%
VW
1623
Vantus Wealth
Pennsylvania
$341K +$340K +3,437 New
CQWA
1624
Chokshi & Queen Wealth Advisors
California
$340K -$15.8K -160 -4%
EWP
1625
Elevation Wealth Partners
California
$340K +$335K +3,383 +8,251%
63 64
65
66 67