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Name Holding Trade Value Shares
Change 		Change in
Stake
MWP
3001
Meriwether Wealth & Planning
Louisiana
$616K +$33.8K +85 +6%
VCM
3002
Vision Capital Management
Oregon
$615K +$7.16K +18 +1%
HAFS
3003
Hapanowicz & Associates Financial Services
Pennsylvania
$612K – – –
AAM
3004
Austin Asset Management
Texas
$611K – – –
NIA
3005
NBZ Investment Advisors
Tennessee
$611K +$125K +315 +28%
SFG
3006
Sunburst Financial Group
Alabama
$610K -$5.57K -14 -1%
MA
3007
MSA Advisors
California
$609K -$274K -690 -32%
FWM
3008
Fonville Wealth Management
Virginia
$609K +$15.5K +39 +3%
DI
3009
DAGCO Inc
Ohio
$606K +$25.1K +63 +5%
VWM
3010
Vermillion Wealth Management
Minnesota
$606K -$227K -570 -28%
RAM
3011
Readystate Asset Management
Illinois
$606K -$6.61M -16,621 -92%
CAM
3012
Columbia Asset Management
Michigan
$605K +$23.9K +60 +4%
RGC
3013
Roberts, Glore & Co
Illinois
$605K +$203K +510 +55%
RWM
3014
Reston Wealth Management
Virginia
$604K -$11.9K -30 -2%
SCP
3015
Silverleafe Capital Partners
Tennessee
$602K -$14.7K -37 -3%
CFA
3016
Camarda Financial Advisors
Florida
$601K +$568K +1,428 New
BP
3017
BBR Partners
New York
$600K -$1.59K -4 -0.3%
GG
3018
GenWealth Group
New Jersey
$599K – – –
AC
3019
Annandale Capital
Texas
$599K +$308K +774 +119%
EPW
3020
Endeavor Private Wealth
Kansas
$598K -$15.1K -38 -3%
MWA
3021
Medallion Wealth Advisors
Connecticut
$598K +$15.5K +39 +3%
AZ
3022
Alpha Zero
Florida
$597K -$11.5K -29 -2%
SHFA
3023
SS&H Financial Advisors
Michigan
$597K +$565K +1,420 New
HT
3024
Heritage Trust
Oklahoma
$596K +$21.1K +53 +4%
WWA
3025
Wealth Watch Advisors
Colorado
$596K +$3.58K +9 +0.6%
119 120
121
122 123