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Name Holding Trade Value Shares
Change 		Change in
Stake
TTWM
976
TCV Trust & Wealth Management
Virginia
$217K -$9.25K -40 -4%
NC
977
nVerses Capital
Florida
$216K +$220K +951 New
LCM
978
Leisure Capital Management
California
$216K – – –
AOWM
979
Alpha Omega Wealth Management
Virginia
$215K – – –
LGG
980
Luts & Greenleigh Group
Maryland
$214K – – –
CH
981
Cromwell Holdings
Wyoming
$213K – – –
PDL
982
Portfolio Design Labs
California
$213K – – –
ML
983
McAdam LLC
Pennsylvania
$213K +$217K +937 New
DS
984
DRW Securities
Illinois
$213K +$216K +936 New
CBA
985
Coastal Bridge Advisors
Connecticut
$213K +$216K +936 New
SIAP
986
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$212K – – –
ZBNA
987
Zions Bancorporation, National Association
Utah
$211K +$6.01K +26 +3%
NRG
988
Nemes Rush Group
Michigan
$210K +$7.86K +34 +4%
WWM
989
Western Wealth Management
Colorado
$210K +$214K +925 New
MCP
990
Miller Capital Partners
Michigan
$210K +$213K +921 New
GIA
991
Gladstone Institutional Advisory
Florida
$209K -$641K -2,771 -75%
TCOO
992
Trust Company of Oklahoma
Oklahoma
$209K – – –
PP
993
PDS Planning
Ohio
$209K – – –
EWS
994
Eagle Wealth Strategies
New Jersey
$207K -$4.63K -20 -2%
AG
995
Algert Global
California
$207K +$210K +910 New
SFGM
996
Stonebridge Financial Group (Missouri)
Missouri
$206K +$210K +907 New
JC
997
JM2 Capital
Oklahoma
$206K +$210K +907 New
BW
998
BIP Wealth
Georgia
$205K +$209K +903 New
SFC
999
SYM Financial Corp
Indiana
$205K -$2.77K -12 -1%
WA
1000
Wealth Architects
California
$204K +$207K +895 New
38 39
40
41 42