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Name Holding Trade Value Shares
Change 		Change in
Stake
BLWM
2751
Bucket List Wealth Management
Florida
$830K +$818K +1,846 New
GC
2752
Grange Capital
Oregon
$829K – – –
AWA
2753
Aquire Wealth Advisors
Utah
$829K -$137K -309 -14%
ACA
2754
Aspire Capital Advisors
Washington
$828K -$10.2K -23 -1%
VC
2755
Vicus Capital
Pennsylvania
$828K -$14.2K -32 -2%
PPG
2756
Peak Planning Group
Colorado
$828K +$573K +1,292 +236%
NWA
2757
Navis Wealth Advisors
New York
$827K -$7.09K -16 -0.9%
APU
2758
Acasta Partners UK
$827K +$816K +1,840 New
CCM
2759
Canal Capital Management
Virginia
$826K -$128K -288 -14%
TW
2760
Trajan Wealth
Arizona
$825K +$203K +457 +33%
FAT
2761
First American Trust
California
$824K -$73.6K -166 -8%
SFG
2762
Sather Financial Group
Texas
$823K +$28.8K +65 +4%
OC
2763
Oakworth Capital
Alabama
$822K – – –
HIC
2764
Holderness Investments Company
North Carolina
$822K +$14.6K +33 +2%
SCP
2765
Sandhill Capital Partners
New York
$820K +$43.4K +98 +6%
SSWM
2766
Sheets Smith Wealth Management
North Carolina
$819K +$81.6K +184 +11%
OTPPB
2767
Ontario Teachers' Pension Plan Board
Ontario, Canada
$819K -$293K -660 -27%
VWM
2768
Vermillion Wealth Management
Minnesota
$817K +$181K +408 +29%
GFG
2769
Greystone Financial Group
Michigan
$815K +$16K +36 +2%
PMSA
2770
Patrick M. Sweeney & Associates
Illinois
$815K -$15.5K -35 -2%
TP
2771
Tranquility Partners
Tennessee
$814K -$49.2K -111 -6%
FWM
2772
FMB Wealth Management
California
$811K -$165K -373 -17%
VIPI
2773
Vista Investment Partners II
Indiana
$810K +$528K +1,191 +195%
GB
2774
Goepper Burkhardt
South Carolina
$809K – – –
SWM
2775
Sandro Wealth Management
New Jersey
$809K +$798K +1,800 New
109 110
111
112 113