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Name Holding Trade Value Shares
Change 		Change in
Stake
VW
1301
Vance Wealth
California
$397K -$140K -873 -26%
RYIA
1302
Roehl & Yi Investment Advisors
Oregon
$396K -$43.5K -271 -10%
ACM
1303
Advisors Capital Management
New Jersey
$395K -$62.5K -389 -14%
EPW
1304
Evolve Private Wealth
California
$395K +$394K +2,453 New
NRI
1305
NFP Retirement Inc
California
$395K -$157K -979 -29%
PFG
1306
Prosperity Financial Group
California
$394K +$32.1K +200 +9%
LWM
1307
Laidlaw Wealth Management
New York
$394K +$28.9K +180 +8%
SPC
1308
Spirepoint Private Client
Florida
$394K +$38.5K +240 +11%
LFP
1309
Leeward Financial Partners
Washington
$394K – – –
WFA
1310
WMG Financial Advisors
Tennessee
$393K – – –
RCAG
1311
Rehmann Capital Advisory Group
Michigan
$392K +$151K +943 +63%
GGA
1312
Granite Group Advisors
Connecticut
$390K +$389K +2,424 New
TA
1313
Tectonic Advisors
Texas
$389K -$45.9K -286 -11%
RIP
1314
Reliant Investment Partners
North Carolina
$385K +$4.5K +28 +1%
MHC
1315
May Hill Capital
Massachusetts
$385K -$3.69K -23 -1%
CWMK
1316
Caliber Wealth Management (Kansas)
Kansas
$381K -$9.79K -61 -3%
VDC
1317
Van Diest Capital
Iowa
$380K +$379K +2,362 New
FI
1318
FWG Investments
Kentucky
$379K -$19.9K -124 -5%
BIAS
1319
Beacon Investment Advisory Services
New Jersey
$378K – – –
FGP
1320
Freestone Grove Partners
California
$377K +$45.8K +285 +14%
GAM
1321
Gemmer Asset Management
California
$377K – – –
BA
1322
Ballast Advisors
Minnesota
$374K +$17.7K +110 +5%
SHFA
1323
SS&H Financial Advisors
Michigan
$373K – – –
WC
1324
Wynn Capital
Georgia
$373K +$29.7K +185 +9%
GA
1325
Goldstein Advisors
Wisconsin
$372K +$35.8K +223 +11%
51 52
53
54 55