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Name Holding Trade Value Shares
Change 		Change in
Stake
FNBTCON
851
First National Bank & Trust Co of Newtown
Pennsylvania
$582K +$356K +5,021 +173%
SMA
852
Sage Mountain Advisors
Georgia
$582K +$167K +2,356 +42%
HNWA
853
Henrickson Nauta Wealth Advisors
Michigan
$579K +$289K +4,086 +100%
NCM
854
Next Capital Management
New York
$579K – – –
AH
855
Addis & Hill
Pennsylvania
$579K -$39K -551 -7%
SCM
856
Spring Capital Management
Texas
$575K – – –
QWM
857
Quadcap Wealth Management
Texas
$574K +$4.68K +66 +0.9%
CWM
858
C2C Wealth Management
Arizona
$573K – – –
BCM
859
Brasada Capital Management
Texas
$572K – – –
MIG
860
Meketa Investment Group
Massachusetts
$565K – – –
IPW
861
Impact Partnership Wealth
Georgia
$563K +$543K +7,658 New
SFC
862
Strategic Financial Concepts
Texas
$562K +$299K +4,225 +124%
OIA
863
OneDigital Investment Advisors
Kansas
$560K -$108K -1,531 -17%
AU
864
AlphaGrep UK
$559K +$539K +7,603 New
VCP
865
Verus Capital Partners
Arizona
$558K +$52.1K +736 +11%
NA
866
Navellier & Associates
Nevada
$557K -$98.1K -1,385 -15%
IAG
867
Ipsen Advisor Group
Arkansas
$556K +$16.9K +239 +3%
AWM
868
Aviso Wealth Management
Washington
$555K -$15.7K -221 -3%
PA
869
Pinnacle Associates
New York
$552K +$115K +1,624 +28%
MCM
870
Morton Capital Management
California
$551K +$4.82K +68 +0.9%
EA
871
Emerald Advisors
Washington
$550K +$36.2K +511 +7%
VFA
872
Valeo Financial Advisors
Indiana
$549K -$208K -2,933 -28%
CT
873
Chicago Trust
Illinois
$549K -$82.3K -1,161 -13%
NG
874
Norden Group
Utah
$544K +$15.9K +224 +3%
HTIM
875
Harbour Trust & Investment Management
Indiana
$543K -$28.3K -400 -5%
33 34
35
36 37