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Name Holding Trade Value Shares
Change 		Change in
Stake
RG
976
Renaissance Group
Kentucky
$231K -$4.64K -32 -2%
FCA
977
Fortis Capital Advisors
Kansas
$228K -$59.3K -409 -21%
CFO
978
Collective Family Office
Pennsylvania
$228K +$228K +1,575 New
RB
979
Renasant Bank
Mississippi
$228K -$163K -1,122 -42%
VT
980
Vise Technologies
New York
$227K -$145 -1 -0.1%
CL
981
Choreo LLC
Illinois
$227K +$227K +1,568 New
VFPI
982
Vantage Financial Partners (Illinois)
Illinois
$225K – – –
EH
983
Equitable Holdings
New York
$224K +$11.3K +78 +5%
HI
984
Harrington Investments
California
$223K -$2.9K -20 -1%
VWM
985
Vigilare Wealth Management
Arizona
$223K – – –
MA
986
MJP Associates
Connecticut
$219K – – –
CIA
987
Caerus Investment Advisors
Texas
$218K – – –
SVCP
988
Silicon Valley Capital Partners
California
$217K -$145K -1,000 -40%
XWM
989
Xcel Wealth Management
Florida
$217K – – –
DFG
990
Delta Financial Group
New Jersey
$217K – – –
FRM
991
Fox Run Management
Connecticut
$216K +$216K +1,494 New
RPWA
992
Regent Peak Wealth Advisors
Georgia
$216K -$26.8K -185 -11%
HHGA
993
Halbert Hargrove Global Advisors
California
$215K +$215K +1,482 New
EW
994
Evoke Wealth
California
$215K +$215K +1,482 New
SAM
995
S.A. Mason
Michigan
$214K – – –
TC
996
Telemus Capital
Michigan
$213K -$84.2K -581 -28%
VCA
997
Verdence Capital Advisors
Maryland
$212K +$3.91K +27 +2%
TFM
998
TFC Financial Management
Massachusetts
$212K -$18.5K -128 -8%
LWM
999
Laidlaw Wealth Management
New York
$211K -$14.3K -99 -6%
OA
1000
Operose Advisors
Wisconsin
$210K +$105K +725 +100%
38 39
40
41 42