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Name Holding Trade Value Shares
Change 		Change in
Stake
VC
2751
Vicus Capital
Pennsylvania
$360K +$192K +577 +71%
HCM
2752
Hengehold Capital Management
Ohio
$359K +$12.7K +38 +3%
CA
2753
Centerpoint Advisors
Massachusetts
$357K -$183K -550 -29%
IPA
2754
Investment Planning Advisors
Georgia
$356K +$41.7K +125 +10%
TAM
2755
Tocqueville Asset Management
New York
$355K +$78K +234 +21%
CAM
2756
Cobblestone Asset Management
Virginia
$355K +$457K +1,371 New
BW
2757
Balance Wealth
Ohio
$355K +$456K +1,368 New
SFS
2758
Security Financial Services
Indiana
$355K +$102K +306 +29%
OC
2759
Oakworth Capital
Alabama
$355K +$20.7K +62 +5%
ACA
2760
Aspire Capital Advisors
Washington
$354K -$269K -808 -37%
MHR
2761
Matthew Hamilton Rosenberg
$353K – – –
SWM
2762
Selective Wealth Management
Virginia
$353K +$194K +582 +71%
DFA
2763
Delta Financial Advisors
Louisiana
$352K -$333K -1,000 -42%
BL
2764
Balentine LLC
Georgia
$351K +$10.3K +31 +2%
JWS
2765
Juncture Wealth Strategies
Arizona
$351K +$78K +234 +21%
OWP
2766
Obermeyer Wealth Partners
Colorado
$351K +$28K +84 +7%
TMWM
2767
Taylor & Morgan Wealth Management
Michigan
$350K -$22.3K -67 -5%
NF
2768
Nvest Financial
New Hampshire
$350K +$17K +51 +4%
PA
2769
Pineridge Advisors
Missouri
$350K -$6K -18 -1%
MFG
2770
Mission Financial Group
Nevada
$350K +$314K +941 New
AFP
2771
Alpha Financial Partners
Kentucky
$350K +$109K +327 +32%
MPM
2772
MBB Public Markets
Illinois
$350K +$450K +1,349 New
IAP
2773
Indie Asset Partners
Indiana
$349K -$138K -415 -24%
WP
2774
Wealthspan Partners
Iowa
$349K -$21K -63 -4%
OWM
2775
OneAscent Wealth Management
Alabama
$349K -$172K -515 -28%
109 110
111
112 113