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Name Holding Trade Value Shares
Change 		Change in
Stake
RFA
2076
Resurgent Financial Advisors
Georgia
$534K +$150K +480 +48%
SCG
2077
Sonata Capital Group
Washington
$533K – – –
WHC
2078
Wulff, Hansen & Co
California
$533K +$42K +135 +10%
RFWA
2079
RPg Family Wealth Advisory
Massachusetts
$532K -$18.7K -60 -4%
SWM
2080
Salvus Wealth Management
New Jersey
$532K -$43K -138 -9%
LOPW
2081
Live Oak Private Wealth
North Carolina
$532K +$7.47K +24 +2%
SWM
2082
Selective Wealth Management
Virginia
$532K +$82.2K +264 +22%
ANHIM
2083
Alan N. Hoffman Investment Management
Massachusetts
$532K +$462K +1,482 New
KC
2084
Kepos Capital
New York
$528K -$32.7K -105 -7%
ETIA
2085
Epic Trust Investment Advisors
Washington
$528K -$8.41K -27 -2%
RBCM
2086
Raub Brock Capital Management
California
$528K – – –
SFWC
2087
Strategic Family Wealth Counselors
New Jersey
$527K -$173K -555 -27%
RWG
2088
Regal Wealth Group
California
$527K – – –
OAM
2089
Oak Asset Management
California
$527K +$125K +402 +38%
JFGLC
2090
Johnson Financial Group LLC (Colorado)
Colorado
$527K +$457K +1,467 New
EA
2091
Eclectic Associates
California
$525K -$100K -321 -18%
DWM
2092
Drive Wealth Management
Utah
$525K +$65.4K +210 +17%
BCM
2093
Bayesian Capital Management
New York
$525K +$455K +1,461 New
VCP
2094
Vista Capital Partners
Oregon
$522K -$58.9K -189 -12%
VW
2095
Vance Wealth
California
$519K +$46.7K +150 +12%
PPWM
2096
Paragon Private Wealth Management
Kentucky
$519K +$69.1K +222 +11%
KFI
2097
Key Financial Inc
Pennsylvania
$519K +$92.5K +297 +26%
SCM
2098
Southport Capital Management
Tennessee
$518K -$2.31M -7,428 -84%
QPW
2099
Quantum Private Wealth
Florida
$518K +$187K +600 +71%
DA
2100
Dash Acquisitions
California
$518K +$449K +1,443 New
82 83
84
85 86