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Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
1351
Stiles Financial Services
Minnesota
$1.49M +$69.9K +272 +5%
BC
1352
Burney Company
Virginia
$1.49M +$71.4K +278 +5%
VBWMG
1353
Von Berge Wealth Management Group
California
$1.49M -$20.6K -80 -1%
AWM
1354
Avaii Wealth Management
Wisconsin
$1.49M +$47.8K +186 +3%
NEWAS
1355
N.E.W. Advisory Services
Wisconsin
$1.48M +$148K +575 +11%
FMWA
1356
Forvis Mazars Wealth Advisors
Missouri
$1.48M +$161K +625 +12%
HWM
1357
Horizon Wealth Management
Illinois
$1.48M -$15.3M -59,584 -91%
SIM
1358
Spark Investment Management
New York
$1.48M – – –
IAG
1359
Investment Advisory Group
Massachusetts
$1.47M +$25.9K +101 +2%
EA
1360
Emerald Advisers
Pennsylvania
$1.47M +$209K +813 +16%
TWM
1361
Thrive Wealth Management
Pennsylvania
$1.46M +$563K +2,190 +60%
AFPL
1362
Advus Financial Partners, LLC
Florida
$1.46M +$84.5K +329 +6%
LHC
1363
Little House Capital
Massachusetts
$1.46M -$150K -582 -9%
JCIA
1364
Jackson Creek Investment Advisors
Colorado
$1.46M – – –
OA
1365
Oak Associates
Ohio
$1.46M – – –
VWM
1366
Venturi Wealth Management
Texas
$1.45M +$1.49M +5,814 New
PL
1367
Perpetual Ltd
Australia
$1.45M +$24.1K +94 +2%
FVWA
1368
Foster Victor Wealth Advisors
South Carolina
$1.45M -$360K -1,403 -20%
HCMG
1369
Howard Capital Management Group
California
$1.45M – – –
IF
1370
Integrity Financial
Wyoming
$1.45M +$71.2K +277 +5%
SFO
1371
Stokes Family Office
Louisiana
$1.44M +$95.8K +373 +7%
CC
1372
Corton Capital
Ontario, Canada
$1.44M -$203K -791 -12%
RAM
1373
Redmond Asset Management
Virginia
$1.43M +$179K +695 +14%
VW
1374
Vance Wealth
California
$1.43M +$23.4K +91 +2%
RIA
1375
Retirement Investment Advisors
Oklahoma
$1.43M – – –
53 54
55
56 57