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Name Holding Trade Value Shares
Change 		Change in
Stake
SIG
2176
Sargent Investment Group
Maryland
$257K -$336K -15,981 -56%
WP
2177
WMS Partners
Maryland
$257K -$13.4K -638 -5%
CWM
2178
Campbell Wealth Management
Virginia
$257K +$819 +39 +0.3%
VCG
2179
Vantage Consulting Group
Virginia
$257K +$23.3K +1,107 +10%
TPW
2180
TL Private Wealth
Texas
$256K -$57.8K -2,753 -17%
HCM
2181
Harvey Capital Management
Florida
$256K -$27.8K -1,324 -10%
WFG
2182
Wills Financial Group
Virginia
$256K -$16K -762 -6%
TSWM
2183
Triangle Securities Wealth Management
North Carolina
$254K +$4.37K +208 +2%
TW
2184
Transform Wealth
Colorado
$253K +$13.9K +663 +6%
EL
2185
EMFO LLC
Florida
$253K +$58.3K +2,774 +29%
ITIM
2186
Indiana Trust & Investment Management
Indiana
$252K -$64.7K -3,082 -20%
PCA
2187
Peddock Capital Advisors
Massachusetts
$252K -$25.4K -1,208 -9%
ASC
2188
Atalanta Sosnoff Capital
New York
$252K +$260K +12,358 New
BWM
2189
BigSur Wealth Management
Florida
$251K – – –
OWM
2190
OneAscent Wealth Management
Alabama
$251K +$259K +12,312 New
AI
2191
Atom Investors
Texas
$250K -$119K -5,646 -32%
LFA
2192
Legacy Financial Advisors
Kentucky
$250K -$41.2K -1,962 -14%
HIS
2193
Harvest Investment Services
Illinois
$250K -$1.51K -72 -0.6%
PWAG
2194
Polaris Wealth Advisory Group
California
$250K +$14.3K +682 +6%
AFA
2195
American Financial Advisors
Georgia
$250K +$29.4K +1,401 +13%
CHA
2196
Cooper/Haims Advisors
New York
$248K +$210 +10 +0.1%
BA
2197
Bristlecone Advisors
Washington
$247K -$2.44K -116 -0.9%
PCMC
2198
Private Capital Management (Colorado)
Colorado
$247K -$1.18K -56 -0.5%
FPGK
2199
Financial Partners Group (Kansas)
Kansas
$247K +$5.15K +245 +2%
GPA
2200
Garrison Point Advisors
California
$245K -$114K -5,432 -31%
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