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Name Holding Trade Value Shares
Change 		Change in
Stake
CWC
1451
Carolinas Wealth Consulting
North Carolina
$450K +$170 +10 +0%
CAC
1452
Certified Advisory Corp
Florida
$448K -$34 -2 -0%
GC
1453
Garde Capital
Washington
$448K +$479K +28,119 New
VF
1454
Vista Finance
Missouri
$446K +$443 +26 +0.1%
RCM
1455
RB Capital Management
Nevada
$445K -$11.3K -665 -2%
WCM
1456
Whitener Capital Management
North Carolina
$445K -$63.8K -3,747 -12%
OFS
1457
OneAscent Financial Services
Alabama
$445K +$69.7K +4,092 +17%
CBA
1458
Coastal Bridge Advisors
Connecticut
$444K +$579 +34 +0.1%
CAL
1459
Capital Analysts LLC
Pennsylvania
$444K -$17.2K -1,009 -4%
LJAC
1460
L.J. Altfest & Co
New York
$443K -$193K -11,311 -29%
CWM
1461
Chesapeake Wealth Management
Virginia
$443K -$26.4K -1,549 -5%
FTWA
1462
Fifth Third Wealth Advisors
Ohio
$443K +$473K +27,753 New
BIA
1463
Beacon Investment Advisors
Maryland
$443K -$229K -13,448 -33%
SVWAG
1464
Sound View Wealth Advisors Group
Georgia
$443K -$6.35K -373 -1%
SRC
1465
Shufro Rose & Co
New York
$442K -$36.3K -2,131 -7%
VFPW
1466
Vantage Financial Partners (Wisconsin)
Wisconsin
$442K +$18.9K +1,111 +4%
SWS
1467
SYSTM Wealth Solutions
Illinois
$442K +$141K +8,307 +43%
CCG
1468
Ceeto Capital Group
Florida
$442K – – –
AJ
1469
Ashburton (Jersey)
Jersey
$441K -$139K -8,170 -23%
WPC
1470
Wedmont Private Capital
Pennsylvania
$441K -$398K -23,396 -43%
FBT
1471
First Bankers Trust
Kentucky
$440K -$4.39K -258 -0.9%
NSG
1472
Nalls Sherbakoff Group
Tennessee
$440K +$89.9K +5,277 +23%
CAAM
1473
Cornerstone Advisors Asset Management
Pennsylvania
$440K +$470K +27,572 New
LWM
1474
Liberty Wealth Management
California
$440K -$55.6K -3,265 -11%
CG
1475
CFO4Life Group
Texas
$439K +$21.9K +1,288 +5%
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