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Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
1101
Venturi Wealth Management
Texas
$225K +$10.4K +142 +5%
KIA
1102
KCM Investment Advisors
California
$224K -$9.71K -133 -5%
FWP
1103
Firethorn Wealth Partners
Georgia
$224K +$204K +2,794 New
XF
1104
XML Financial
Maryland
$224K +$204K +2,791 New
VAS
1105
Vestmark Advisory Solutions
Massachusetts
$222K +$202K +2,767 New
BIM
1106
Bridges Investment Management
Nebraska
$222K -$14.6K -200 -7%
AAIS
1107
ABN AMRO Investment Solutions
$222K +$202K +2,766 New
ZIM
1108
Zacks Investment Management
Illinois
$221K +$202K +2,761 New
RHP
1109
Royal Harbor Partners
Texas
$221K +$202K +2,761 New
RWM
1110
Rench Wealth Management
Texas
$221K -$105K -1,441 -34%
CP
1111
Covenant Partners
Tennessee
$221K +$201K +2,757 New
EWM
1112
Evercore Wealth Management
New York
$220K -$29.6K -406 -13%
AC
1113
Allstate Corporation
Illinois
$219K -$8.54K -117 -4%
CCP
1114
Clarkston Capital Partners
Michigan
$219K +$200K +2,734 New
ATI
1115
ARK & TLK Investments
Oklahoma
$219K -$54.7K -750 -22%
CASC
1116
Coppell Advisory Solutions Corp
Texas
$218K +$199K +2,722 New
PB
1117
Pinnacle Bancorp
Nebraska
$218K – – –
BFAG
1118
Blackston Financial Advisory Group
Florida
$218K -$277K -3,789 -58%
CAMG
1119
CWA Asset Management Group
Florida
$218K +$198K +2,715 New
SFG
1120
Sovereign Financial Group
Connecticut
$218K +$198K +2,714 New
LWMG
1121
Levy Wealth Management Group
Pennsylvania
$217K – – –
CPP
1122
Capasso Planning Partners
South Carolina
$216K +$197K +2,699 New
HCM
1123
Highlander Capital Management
New Jersey
$215K – – –
MAG
1124
Mayfair Advisory Group
Alabama
$215K +$195K +2,676 New
BWP
1125
BSW Wealth Partners
Colorado
$214K +$195K +2,674 New
43 44
45
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