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Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
951
Venturi Wealth Management
Texas
$533K +$91.8K +1,042 +20%
TCM
952
Tradewinds Capital Management
Washington
$532K – – –
CA
953
CoreCap Advisors
Michigan
$532K +$259K +2,936 +92%
OFS
954
OneAscent Financial Services
Alabama
$529K -$2.11K -24 -0.4%
FWP
955
FAS Wealth Partners
Kansas
$528K +$1.59K +18 +0.3%
CSPIA
956
Cary Street Partners Investment Advisory
Virginia
$527K +$12.9K +147 +2%
RE
957
Rydar Equities
Texas
$525K +$7.05K +80 +1%
AWM
958
Aprio Wealth Management
Georgia
$524K -$16.6K -188 -3%
BW
959
BIP Wealth
Georgia
$523K +$328K +3,726 +162%
KJWM
960
Kiley Juergens Wealth Management
Washington
$522K +$26.4K +300 +5%
DA
961
Denali Advisors
California
$522K +$529K +6,003 New
IFG
962
Independent Financial Group
California
$520K -$4.14K -47 -0.8%
WWM
963
Western Wealth Management
Colorado
$518K -$219K -2,489 -29%
CI
964
Cigna Investments
Connecticut
$517K – – –
FT
965
Fiduciary Trust
Massachusetts
$515K +$60.3K +685 +13%
AA
966
Auxano Advisors
Washington
$513K – – –
CFG
967
Certior Financial Group
Pennsylvania
$510K +$13.4K +152 +3%
PP
968
PDS Planning
Ohio
$509K +$251K +2,852 +95%
TWP
969
Tower Wealth Partners
Pennsylvania
$509K +$11.7K +133 +2%
AFP
970
Ausdal Financial Partners
Iowa
$507K -$5.55K -63 -1%
SAI
971
Savvy Advisors Inc
New York
$503K -$33.7K -383 -6%
CC
972
Cultivar Capital
Texas
$503K – – –
SMH
973
Sanders Morris Harris
Texas
$502K -$354K -4,017 -41%
HTIM
974
Harbour Trust & Investment Management
Indiana
$500K – – –
FNT
975
First National Trust
Pennsylvania
$500K +$157K +1,779 +45%
37 38
39
40 41