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Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
4151
Tolleson Wealth Management
Texas
$967K +$992K +7,200 New
CA
4152
CapWealth Advisors
Tennessee
$967K +$13.5K +98 +1%
RSC
4153
Red Spruce Capital
Pennsylvania
$963K – – –
BCM
4154
Birch Capital Management
Texas
$962K -$256K -1,860 -21%
MCIA
4155
Mountain Capital Investment Advisors
Colorado
$960K +$64.1K +465 +7%
RWM
4156
Revisor Wealth Management
Ohio
$958K -$1.51M -10,970 -61%
VR
4157
Valued Retirements
Texas
$958K – – –
OWM
4158
Orca Wealth Management
Florida
$956K +$982K +7,122 New
CWMS
4159
Cannon Wealth Management Services
North Carolina
$955K -$72.2K -524 -6%
AGP
4160
Autumn Glory Partners
Texas
$953K -$1.34M -9,720 -58%
GFWA
4161
Grey Fox Wealth Advisors
Delaware
$951K – – –
UL
4162
Unionview LLC
Washington
$951K -$41.4K -300 -4%
AW
4163
Avion Wealth
Texas
$950K +$321K +2,331 +49%
AMG
4164
Asset Management Group
Connecticut
$950K +$138 +1 +0%
CCM
4165
Cinctive Capital Management
New York
$949K -$2.92M -21,192 -75%
WIA
4166
Wetzel Investment Advisors
Indiana
$948K -$29.1K -211 -3%
HWP
4167
Hibernia Wealth Partners
Louisiana
$944K -$796K -5,775 -45%
SCG
4168
Sonata Capital Group
Washington
$942K +$13.8K +100 +1%
EBSAM
4169
Eubel Brady & Suttman Asset Management
Ohio
$942K +$125K +910 +15%
ACM
4170
Ariose Capital Management
Hong Kong
$940K -$22.3M -162,134 -96%
PWM
4171
Parkshore Wealth Management
California
$940K +$965K +7,000 New
VWM
4172
Verus Wealth Management
Wisconsin
$940K +$964K +6,997 New
VPWA
4173
Vestia Personal Wealth Advisors
Indiana
$939K +$449K +3,260 +87%
OHWP
4174
Oak Harbor Wealth Partners
North Carolina
$937K -$160K -1,163 -14%
CIR
4175
Clear Investment Research
Georgia
$937K -$180K -1,303 -16%
165 166
167
168 169