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Name Holding Trade Value Shares
Change 		Change in
Stake
LWA
1901
Lineweaver Wealth Advisors
Ohio
$227K -$9.37K -99 -4%
VBCG
1902
Valley Brook Capital Group
Pennsylvania
$227K -$3.31K -35 -1%
AM
1903
Atwater Malick
Pennsylvania
$227K -$17.4K -184 -7%
CCMG
1904
Clark Capital Management Group
Pennsylvania
$227K -$84.9K -898 -26%
RA
1905
Range Advisory
Virginia
$227K +$239K +2,531 New
CFS
1906
CRA Financial Services
New Jersey
$226K +$4.45K +47 +2%
JAG
1907
Journey Advisory Group
Kentucky
$226K -$14.9K -157 -6%
SIA
1908
Serenity Investment Advisors
Illinois
$225K +$207K +2,184 New
HWM
1909
Horizon Wealth Management
Illinois
$225K +$1.32K +14 +0.6%
AWA
1910
Archvest Wealth Advisors
California
$224K +$284 +3 +0.1%
ETS
1911
ESL Trust Services
New York
$224K – – –
MA
1912
MONECO Advisors
Connecticut
$224K +$2.74K +29 +1%
CS
1913
Cannell & Spears
New York
$223K +$236K +2,492 New
ANBT
1914
American National Bank & Trust
Texas
$222K -$17.2K -182 -7%
PJSIMP
1915
P.J. Schmidt Investment Management (PJS)
Wisconsin
$222K – – –
ZBNA
1916
Zions Bancorporation, National Association
Utah
$221K -$1.1M -11,639 -83%
BC
1917
Burney Company
Virginia
$220K -$99.1K -1,048 -30%
AF
1918
Atala Financial
California
$218K +$229K +2,421 New
SPWM
1919
Spartan Planning & Wealth Management
North Carolina
$217K +$230K +2,427 New
SAM
1920
Secure Asset Management
Michigan
$217K -$1.23K -13 -0.5%
RTC
1921
Real Talk Capital
Tennessee
$216K -$6.53K -69 -3%
NQWM
1922
Northwest Quadrant Wealth Management
Oregon
$215K +$95 +1 +0%
BAM
1923
Brave Asset Management
New Jersey
$215K – – –
AWP
1924
Abacus Wealth Partners
California
$214K +$226K +2,384 New
ACA
1925
Ascension Capital Advisors
Texas
$214K +$226K +2,384 New
75 76
77
78 79