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Name Holding Trade Value Shares
Change 		Change in
Stake
CWIG
1401
Chung Wu Investment Group
Texas
$267K +$246K +1,000 New
EFI
1402
EHP Funds Inc
Canada
$267K +$246K +1,000 New
PCG
1403
PFC Capital Group
California
$266K – – –
FWP
1404
FAS Wealth Partners
Kansas
$264K -$1.23K -5 -0.5%
DAS
1405
Diversify Advisory Services
Utah
$264K +$270K +1,094 New
WWM
1406
Western Wealth Management
Colorado
$263K +$4.19K +17 +2%
SP
1407
Stonebrook Private
Michigan
$262K +$11.1K +45 +5%
FFN
1408
Focus Financial Network
Minnesota
$262K +$242K +982 New
SPC
1409
Spirepoint Private Client
Florida
$262K -$6.16K -25 -2%
VCM
1410
Virtue Capital Management
Tennessee
$261K +$242K +980 New
SFGP
1411
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$261K -$72.7K -295 -23%
ZBNA
1412
Zions Bancorporation, National Association
Utah
$260K +$241K +976 New
SFG
1413
Sovereign Financial Group
Connecticut
$260K +$240K +974 New
OPPS
1414
Obsidian Personal Planning Solutions
Maryland
$260K -$246 -1 -0.1%
IWN
1415
Independent Wealth Network
Iowa
$259K +$5.42K +22 +2%
GA
1416
GoalVest Advisory
New York
$258K +$87.3K +354 +58%
TWM
1417
TCFG Wealth Management
California
$258K -$13.6K -55 -5%
KMWM
1418
Keudell/Morrison Wealth Management
Oregon
$258K -$101K -409 -30%
CAWM
1419
Capital A Wealth Management
Pennsylvania
$258K -$62.9K -255 -21%
VCM
1420
Versant Capital Management
Arizona
$257K +$147K +596 +162%
SCM
1421
Stevens Capital Management
Pennsylvania
$256K +$236K +958 New
CCFM
1422
Clear Creek Financial Management
Washington
$256K +$236K +959 New
FC
1423
Farringdon Capital
United Kingdom
$256K +$236K +959 New
TC
1424
Trust Company
Kansas
$255K – – –
TNBTD
1425
Trustmark National Bank Trust Department
Mississippi
$253K +$234K +949 New
55 56
57
58 59