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RTX

Name Holding Trade Value Shares
Change 		Change in
Stake
VFA
1501
Voya Financial Advisors
Connecticut
$450K +$18.2K +213 +4%
JAG
1502
Journey Advisory Group
Kentucky
$449K -$597K -6,986 -57%
VWM
1503
Valley Wealth Managers
New Jersey
$448K – – –
DOA
1504
D'Orazio & Associates
Virginia
$446K +$14.5K +170 +3%
APW
1505
Acima Private Wealth
Virginia
$443K – – –
NCM
1506
Northside Capital Management
Oregon
$443K – – –
SW
1507
SkyOak Wealth
Michigan
$443K – – –
OWA
1508
Octavia Wealth Advisors
Ohio
$441K -$21.9K -256 -5%
LIA
1509
LBMC Investment Advisors
Tennessee
$440K -$108K -1,268 -26%
PCA
1510
Peddock Capital Advisors
Massachusetts
$436K – – –
MWA
1511
Meridian Wealth Advisors
Texas
$436K +$4.28K +50 +1%
CWM
1512
Curi Wealth Management
North Carolina
$435K +$11.4K +133 +3%
PPP
1513
Private Portfolio Partners
New Jersey
$434K +$99.9K +1,168 +30%
FFG
1514
Frisch Financial Group
New York
$434K -$12.4K -145 -3%
AWM
1515
Altavista Wealth Management
North Carolina
$432K -$19.5K -228 -4%
SCM
1516
SOL Capital Management
Maryland
$431K -$17.1K -200 -4%
RCM
1517
Ratan Capital Management
Florida
$430K -$12.1M -141,000 -97%
QCM
1518
Quest Capital Management
Texas
$429K -$65.3K -763 -13%
PB
1519
Pinnacle Bancorp
Nebraska
$429K +$13.9K +162 +3%
SP
1520
Successful Portfolios
Florida
$428K – – –
CPA
1521
Clear Perspective Advisors
Illinois
$426K – – –
WA1
1522
Wimmer Associates 1
California
$426K – – –
PBC
1523
Pavion Blue Capital
California
$426K +$10.3K +120 +2%
KF
1524
Krilogy Financial
Missouri
$425K -$2.57K -30 -0.6%
CPO
1525
Cerity Partners OCIO
New York
$425K +$58.8K +688 +16%
59 60
61
62 63