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Name Holding Trade Value Shares
Change 		Change in
Stake
VCG
1626
Vantage Consulting Group
Virginia
$553K +$44.5K +395 +9%
SA
1627
Syntax Advisors
New York
$553K +$533K +4,728 New
AWM
1628
Aberdeen Wealth Management
Illinois
$551K +$225 +2 +0%
HIM
1629
Hotaling Investment Management
Pennsylvania
$550K +$99.4K +882 +23%
FMN
1630
Financial Management Network
California
$548K +$113 +1 +0%
SFG
1631
SNS Financial Group
Minnesota
$547K -$78.9K -700 -13%
BHB
1632
Bank Hapoalim BM
Israel
$543K -$59.1K -524 -10%
FNT
1633
First National Trust
Pennsylvania
$542K +$15.3K +136 +3%
MCWA
1634
Meadow Creek Wealth Advisors
Georgia
$541K +$521K +4,625 New
CM
1635
Castleark Management
Illinois
$540K – – –
VNA
1636
Valley National Advisers
Pennsylvania
$540K +$44.1K +391 +9%
PMFA
1637
Plante Moran Financial Advisors
Michigan
$540K +$61K +541 +13%
LJAC
1638
L.J. Altfest & Co
New York
$539K -$12.6K -112 -2%
PP
1639
PDS Planning
Ohio
$539K +$29.4K +261 +6%
ZIG
1640
Zullo Investment Group
Pennsylvania
$539K +$520K +4,611 New
HWM
1641
Hohimer Wealth Management
Washington
$538K -$6.76K -60 -1%
HCM
1642
Hengehold Capital Management
Ohio
$538K -$2.59K -23 -0.5%
DWM
1643
Denver Wealth Management
Colorado
$537K +$518K +4,593 New
FPWM
1644
FSB Premier Wealth Management
Iowa
$536K -$67.9K -602 -12%
PIA
1645
Pinion Investment Advisors
Kansas
$536K -$29.4K -261 -5%
VFM
1646
Vivid Financial Management
California
$536K -$451 -4 -0.1%
HPM
1647
Hudson Portfolio Management
New York
$536K – – –
CBN
1648
Cadence Bank NA
Texas
$536K +$119K +1,058 +30%
ACM
1649
Alta Capital Management
Utah
$535K +$9.13K +81 +2%
CWP
1650
Capital Wealth Planning
Florida
$533K -$90.2K -800 -15%
64 65
66
67 68