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Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
2501
VCI Wealth Management
Missouri
$1.57M +$1.47M +31,620 New
HCM
2502
Hengehold Capital Management
Ohio
$1.56M +$29.7K +640 +2%
BIA
2503
Bigelow Investment Advisors
Maine
$1.56M -$151K -3,260 -9%
FOA
2504
Five Oceans Advisors
California
$1.55M +$3.24K +70 +0.2%
PMG
2505
ProVise Management Group
Florida
$1.55M +$84.3K +1,820 +6%
DIM
2506
Delta Investment Management
California
$1.55M -$271K -5,850 -16%
HW
2507
Hamilton Wealth
California
$1.55M +$71.4K +1,540 +5%
RMF
2508
Red Mountain Financial
Colorado
$1.55M +$1.45M +31,250 New
LFS
2509
Legacy Financial Strategies
Kansas
$1.54M +$11.6K +250 +0.8%
VF
2510
VitalStone Financial
Texas
$1.54M +$125K +2,700 +9%
MWA
2511
Muirfield Wealth Advisors
North Carolina
$1.54M +$1.44M +31,120 New
KNW
2512
Kesler Norman & Wride
Utah
$1.54M +$209K +4,500 +17%
CW
2513
Cook Wealth
North Carolina
$1.54M -$22.7K -490 -2%
PA
2514
PSI Advisors
Florida
$1.54M +$16.7K +360 +1%
KOMWMG
2515
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.53M -$146K -3,140 -9%
LEA
2516
Legacy Edge Advisors
New York
$1.53M +$1.44M +30,970 New
TCM
2517
Tybourne Capital Management
Hong Kong
$1.53M -$158K -3,420 -10%
WCM
2518
Wedge Capital Management
North Carolina
$1.53M +$30.1K +650 +2%
RHJA
2519
Rice Hall James & Associates
California
$1.53M – – –
TF
2520
Trek Financial
Arizona
$1.52M +$26.9K +580 +2%
IDBONY
2521
Israel Discount Bank of New York
New York
$1.52M +$242K +5,220 +20%
CG
2522
CFO4Life Group
Texas
$1.51M -$67.7K -1,460 -5%
RSC
2523
Red Spruce Capital
Pennsylvania
$1.51M -$69.5K -1,500 -5%
SFFS
2524
Stonehage Fleming Financial Services
Jersey
$1.51M -$64.5M -1,392,070 -98%
BWM
2525
Buckley Wealth Management
Nevada
$1.5M -$42.2K -910 -3%
99 100
101
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