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Name Holding Trade Value Shares
Change 		Change in
Stake
RFN
776
Redwood Financial Network
Ohio
$328K +$398K +4,850 New
LWM
777
Laidlaw Wealth Management
New York
$326K -$43.5K -530 -10%
MIM
778
Montgomery Investment Management
Maryland
$324K – – –
WJA
779
Willis Johnson & Associates
Texas
$323K +$27.1K +330 +7%
AWM
780
Avior Wealth Management
Nebraska
$322K +$227K +2,760 +137%
PWM
781
Perigon Wealth Management
California
$320K +$66.5K +810 +21%
AFP
782
Ausdal Financial Partners
Iowa
$320K +$139K +1,690 +55%
PIA
783
Perennial Investment Advisors
California
$318K -$11.5K -140 -3%
LFAS
784
Level Four Advisory Services
Texas
$317K +$154K +1,870 +66%
BFA
785
BMS Financial Advisors
South Dakota
$316K -$69K -840 -15%
FHC
786
First Heartland Consultants
Missouri
$316K -$34.5K -420 -8%
AMM
787
American Money Management
California
$316K +$36.1K +440 +10%
SAM
788
Silvercrest Asset Management
New York
$314K +$66.5K +810 +21%
QI
789
Qtron Investments
Massachusetts
$313K – – –
SIA
790
Soltis Investment Advisors
Utah
$313K +$821 +10 +0.2%
WIM
791
Westside Investment Management
California
$313K +$1.33M +16,200 +16,200%
SIA
792
SkyView Investment Advisors
New Jersey
$312K +$149K +1,820 +65%
HWM
793
HB Wealth Management
Georgia
$310K +$68.1K +830 +22%
CA
794
CoreCap Advisors
Michigan
$310K +$281K +3,420 +292%
SA
795
SWM Advisors
Florida
$309K – – –
AWS
796
AJ Wealth Strategies
New York
$309K +$164K +2,000 +78%
PFG
797
PAX Financial Group
Texas
$308K -$340K -4,140 -48%
WTC
798
WhitTier Trust Company
Nevada
$308K +$365K +4,450 +4,450%
IC
799
Intersect Capital
California
$305K -$60.8K -740 -14%
BCV
800
Banque Cantonale Vaudoise
Switzerland
$305K +$371K +4,520 New
30 31
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