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Name Holding Trade Value Shares
Change 		Change in
Stake
SCG
2076
Sonata Capital Group
Washington
$533K – – –
WHC
2077
Wulff, Hansen & Co
California
$533K +$42K +135 +10%
RFWA
2078
RPg Family Wealth Advisory
Massachusetts
$532K -$18.7K -60 -4%
SWM
2079
Salvus Wealth Management
New Jersey
$532K -$43K -138 -9%
LOPW
2080
Live Oak Private Wealth
North Carolina
$532K +$7.47K +24 +2%
SWM
2081
Selective Wealth Management
Virginia
$532K +$82.2K +264 +22%
ANHIM
2082
Alan N. Hoffman Investment Management
Massachusetts
$532K +$462K +1,482 New
KC
2083
Kepos Capital
New York
$528K -$32.7K -105 -7%
ETIA
2084
Epic Trust Investment Advisors
Washington
$528K -$8.41K -27 -2%
RBCM
2085
Raub Brock Capital Management
California
$528K – – –
SFWC
2086
Strategic Family Wealth Counselors
New Jersey
$527K -$173K -555 -27%
RWG
2087
Regal Wealth Group
California
$527K – – –
OAM
2088
Oak Asset Management
California
$527K +$125K +402 +38%
JFGLC
2089
Johnson Financial Group LLC (Colorado)
Colorado
$527K +$457K +1,467 New
EA
2090
Eclectic Associates
California
$525K -$100K -321 -18%
DWM
2091
Drive Wealth Management
Utah
$525K +$65.4K +210 +17%
BCM
2092
Bayesian Capital Management
New York
$525K +$455K +1,461 New
VCP
2093
Vista Capital Partners
Oregon
$522K -$58.9K -189 -12%
VW
2094
Vance Wealth
California
$519K +$46.7K +150 +12%
PPWM
2095
Paragon Private Wealth Management
Kentucky
$519K +$69.1K +222 +11%
KFI
2096
Key Financial Inc
Pennsylvania
$519K +$92.5K +297 +26%
SCM
2097
Southport Capital Management
Tennessee
$518K -$2.31M -7,428 -84%
QPW
2098
Quantum Private Wealth
Florida
$518K +$187K +600 +71%
DA
2099
Dash Acquisitions
California
$518K +$449K +1,443 New
GFS
2100
GYL Financial Synergies
Connecticut
$517K -$484K -1,554 -52%
82 83
84
85 86