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Name Holding Trade Value Shares
Change 		Change in
Stake
RS
801
R Squared
Hong Kong
$815K +$14.4K +144 +2%
V
802
ViaWealth
Kansas
$811K -$10K -100 -1%
CB
803
CNB Bank
Pennsylvania
$805K -$34.9K -349 -5%
LWA
804
Lantern Wealth Advisors
New York
$802K +$695K +6,950 New
BBW
805
Blue Barn Wealth
Utah
$801K -$2.3K -23 -0.3%
SFA
806
Souders Financial Advisors
Ohio
$801K -$58.3K -583 -8%
NFG
807
Nadler Financial Group
Illinois
$801K +$200 +2 +0%
TA
808
TFB Advisors
Kansas
$798K +$340K +3,400 +97%
SIA
809
Soltis Investment Advisors
Utah
$797K +$98.8K +988 +17%
MGIA
810
Moneta Group Investment Advisors
Missouri
$796K +$300K +2,999 +77%
BRWM
811
Blue Rock Wealth Management
North Carolina
$791K – – –
WR
812
WD Rutherford
Oregon
$790K -$31K -310 -4%
DCM
813
Dimension Capital Management
Florida
$776K +$673K +6,725 New
SWM
814
Salvus Wealth Management
New Jersey
$775K -$2.7K -27 -0.4%
MA
815
MONECO Advisors
Connecticut
$771K +$5.9K +59 +0.9%
LWM
816
Lakeridge Wealth Management
Ohio
$768K +$9.7K +97 +1%
ATC
817
Argent Trust Co
Tennessee
$767K +$97K +970 +17%
CPC
818
Congress Park Capital
New York
$758K +$77.5K +775 +13%
KWA
819
Kingswood Wealth Advisors
California
$758K -$36.6K -366 -5%
CCWM
820
Correct Capital Wealth Management
Missouri
$756K -$272K -2,719 -29%
DWT
821
Dorsey & Whitney Trust
South Dakota
$756K -$20K -200 -3%
PIA
822
Prakash Investment Advisors
Massachusetts
$755K – – –
RWM
823
Rialto Wealth Management
New York
$754K – – –
HCA
824
Harbour Capital Advisors
Virginia
$749K -$1.5K -15 -0.2%
LCM
825
Lazari Capital Management
California
$748K +$12.3K +123 +2%
31 32
33
34 35