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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1251
Steinberganna Wealth Management
New York
$303K -$39.4K -300 -11%
SF
1252
Seros Financial
Arizona
$303K -$46K -350 -12%
AWM
1253
Abound Wealth Management
Tennessee
$303K +$48.1K +366 +17%
VWA
1254
Visionary Wealth Advisors
Illinois
$303K -$4.34K -33 -1%
GA
1255
Goldstein Advisors
Wisconsin
$302K +$31.5K +240 +10%
FWCM
1256
Ferguson Wellman Capital Management
Oregon
$301K -$16.8K -128 -5%
GIP
1257
Greatmark Investment Partners
Georgia
$300K – – –
BI
1258
Ballast Inc
Kentucky
$300K +$90K +685 +37%
EWA
1259
Evolution Wealth Advisors
Florida
$299K +$106K +807 +47%
SIG
1260
Sargent Investment Group
Maryland
$299K -$59.1K -450 -15%
VDC
1261
Van Diest Capital
Iowa
$298K +$20K +152 +6%
NA
1262
Nautilus Advisors
California
$298K -$125K -951 -27%
ACM
1263
Anfield Capital Management
California
$298K +$330K +2,510 New
SI
1264
Stonekeep Investments
New Mexico
$297K +$40.6K +309 +14%
SAM
1265
SP Asset Management
California
$297K – – –
TWM
1266
TCFG Wealth Management
California
$295K -$192K -1,460 -37%
TIA
1267
TCFG Investment Advisors
California
$295K +$327K +2,485 New
VWM
1268
Vertrix Wealth Management
Michigan
$294K +$326K +2,482 New
CWA
1269
CM Wealth Advisors
Ohio
$293K -$98K -746 -23%
OFS
1270
OneAscent Financial Services
Alabama
$293K +$90.4K +688 +39%
VW
1271
Vance Wealth
California
$293K – – –
NRI
1272
NFP Retirement Inc
California
$291K +$526 +4 +0.2%
PFG
1273
Prosperity Financial Group
California
$291K +$657 +5 +0.2%
QPBE
1274
Quintet Private Bank (Europe)
Luxembourg
$291K +$32.8K +250 +11%
LFP
1275
Leeward Financial Partners
Washington
$290K – – –
49 50
51
52 53