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Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
1126
VERITY Wealth Advisors
United States
$246K +$229K +4,601 New
AG
1127
Ascent Group
Virginia
$245K -$17.1K -343 -7%
GA
1128
GraniteShares Advisors
New York
$245K +$228K +4,577 New
CS
1129
Comerica Securities
Michigan
$244K +$227K +4,555 New
RG
1130
Richelieu Gestion
France
$243K – – –
PWMAG
1131
Pinnacle Wealth Management Advisory Group
New Jersey
$242K +$226K +4,533 New
TA
1132
TruWealth Advisors
Louisiana
$242K +$225K +4,520 New
RAM
1133
Roanoke Asset Management
New Jersey
$241K +$224K +4,500 New
DFG
1134
Delta Financial Group
New Jersey
$241K +$224K +4,505 New
WJA
1135
Willis Johnson & Associates
Texas
$241K +$224K +4,505 New
EFG
1136
Everhart Financial Group
Ohio
$240K +$223K +4,486 New
BFA
1137
Bragg Financial Advisors
North Carolina
$240K +$223K +4,484 New
OFW
1138
Omnia Family Wealth
Florida
$239K +$222K +4,457 New
CBT
1139
Central Bank & Trust
Kentucky
$238K -$42.1K -846 -16%
SCI
1140
S&CO Inc
Massachusetts
$238K +$222K +4,458 New
NECFA
1141
New England Capital Financial Advisors
Connecticut
$238K +$207K +4,147 New
WANY
1142
Wealthspire Advisors (New York)
New York
$237K +$221K +4,432 New
CIP
1143
Convergence Investment Partners
Florida
$236K +$219K +4,408 New
PTC
1144
Private Trust Company
Ohio
$235K +$22.1K +443 +11%
GTCM
1145
Gyon Technologies Capital Management
New Jersey
$234K +$218K +4,385 New
GEA
1146
Glen Eagle Advisors
New Jersey
$234K +$996 +20 +0.5%
PWS
1147
Precision Wealth Strategies
Missouri
$234K -$4.93K -99 -2%
RA
1148
RiverTree Advisors
Florida
$232K +$216K +4,333 New
LIA
1149
LS Investment Advisors
Michigan
$231K +$216K +4,328 New
QPWM
1150
Quadrant Private Wealth Management
Pennsylvania
$230K +$213K +4,285 New
44 45
46
47 48