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Name Holding Trade Value Shares
Change 		Change in
Stake
EFG
1026
Everest Financial Group
Minnesota
$266K +$296K +1,211 New
TWP
1027
Triad Wealth Partners
Kansas
$265K +$295K +1,210 New
SPA
1028
Sherbrooke Park Advisers
New York
$263K -$414K -1,696 -59%
JWM
1029
Jeppson Wealth Management
California
$263K -$2.44K -10 -0.8%
OL
1030
Optas LLC
Texas
$261K -$30.5K -125 -10%
PCM
1031
Polymer Capital Management
New York
$260K +$289K +1,186 New
WBG
1032
Wharton Business Group
Pennsylvania
$259K – – –
FWM
1033
Forza Wealth Management
Florida
$258K – – –
PAG
1034
Poinciana Advisors Group
Florida
$258K -$4.64K -19 -2%
RS
1035
Rakuten Securities
Japan
$258K -$98.4K -403 -26%
RC
1036
Rahlfs Capital
Texas
$257K – – –
AOWM
1037
Asset One Wealth Management
Washington
$257K +$329K +1,348 New
PSCM
1038
Per Stirling Capital Management
Texas
$256K -$243K -994 -46%
C
1039
Certuity
Florida
$256K +$33.9K +139 +14%
PWAM
1040
Papamarkou Wellner Asset Management
New York
$255K -$115K -473 -29%
CTA
1041
Chesley Taft & Associates
Illinois
$254K – – –
SAM
1042
Silvercrest Asset Management
New York
$254K – – –
WPA
1043
Wealth Preservation Advisors
Tennessee
$254K +$976 +4 +0.3%
LOWM
1044
Laurel Oak Wealth Management
New Jersey
$254K +$282K +1,156 New
VCM
1045
Voleon Capital Management
California
$253K -$3.12M -12,792 -92%
DWT
1046
Dorsey & Whitney Trust
South Dakota
$253K +$976 +4 +0.3%
VCP
1047
Verus Capital Partners
Arizona
$253K +$1.95K +8 +0.7%
RTC
1048
Real Talk Capital
Tennessee
$252K +$281K +1,151 New
SWGC
1049
Summit Wealth Group (Colorado)
Colorado
$251K +$279K +1,145 New
EA
1050
Everpar Advisors
Oklahoma
$251K +$7.81K +32 +3%
40 41
42
43 44