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Name Holding Trade Value Shares
Change 		Change in
Stake
ARC
1026
Advisor Resource Council
Texas
$249K +$229K +1,551 New
CL
1027
Choreo LLC
Illinois
$247K -$444 -3 -0.2%
CIAS
1028
Capital Investment Advisory Services
North Carolina
$247K +$2.37K +16 +1%
LAM
1029
L2 Asset Management
Massachusetts
$247K +$220K +1,487 +2,704%
JC
1030
JB Capital
Connecticut
$247K +$228K +1,539 New
VWM
1031
Vigilare Wealth Management
Arizona
$247K – – –
MC
1032
Moors & Cabot
Massachusetts
$246K +$227K +1,532 New
LSIA
1033
LaSalle St. Investment Advisors
Illinois
$244K +$9.32K +63 +4%
RIP
1034
RAM Investment Partners
Washington
$243K +$224K +1,517 New
HFP
1035
Holistic Financial Partners
Indiana
$243K +$224K +1,513 New
DMBA
1036
Deseret Mutual Benefit Administrators
Utah
$242K -$51.6K -349 -19%
CIA
1037
Caerus Investment Advisors
Texas
$241K – – –
VFPI
1038
Vantage Financial Partners (Illinois)
Illinois
$240K -$7.4K -50 -3%
XWM
1039
Xcel Wealth Management
Florida
$240K – – –
FWM
1040
Forza Wealth Management
Florida
$240K -$362K -2,450 -62%
NICM
1041
Neo Ivy Capital Management
New York
$240K -$285K -1,929 -56%
FCA
1042
FinTrust Capital Advisors
South Carolina
$238K +$35.5K +240 +19%
TFM
1043
TFC Financial Management
Massachusetts
$237K – – –
ICM
1044
IMS Capital Management
Oregon
$236K -$428K -2,892 -66%
KMWM
1045
Keudell/Morrison Wealth Management
Oregon
$235K +$592 +4 +0.3%
ECM
1046
EagleClaw Capital Management
Massachusetts
$231K – – –
CCM
1047
Chiron Capital Management
Florida
$229K -$14.8K -100 -7%
OFS
1048
OneAscent Financial Services
Alabama
$229K +$211K +1,426 New
PCMC
1049
Private Capital Management (Colorado)
Colorado
$227K +$210K +1,416 New
AWM
1050
Angeles Wealth Management
California
$226K +$208K +1,407 New
40 41
42
43 44