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Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
1326
Highview Capital Management
Illinois
$297K +$277K +3,855 New
RZH
1327
Relyea Zuckerberg Hanson
Connecticut
$295K +$275K +3,826 New
AWA
1328
Amplius Wealth Advisors
Pennsylvania
$294K -$10.3K -144 -4%
VF
1329
Vest Financial
Virginia
$293K +$273K +3,806 New
WF
1330
Welch & Forbes
Massachusetts
$292K -$287K -4,000 -51%
LI
1331
LMCG Investments
Massachusetts
$291K -$4.09K -57 -1%
GA
1332
Geller Advisors
New York
$291K +$271K +3,781 New
RVPG
1333
Relative Value Partners Group
$290K – – –
IWN
1334
Independent Wealth Network
Iowa
$288K +$1.72K +24 +0.6%
EFM
1335
E Fund Management
China
$288K +$268K +3,740 New
TF
1336
Trek Financial
Arizona
$288K +$268K +3,740 New
MAG
1337
M3 Advisory Group
Massachusetts
$287K +$268K +3,732 New
VCM
1338
Viewpoint Capital Management
Washington
$287K – – –
BWA
1339
Blodgett Wealth Advisors
California
$286K +$266K +3,710 New
RFN
1340
RDA Financial Network
Iowa
$285K -$14.4K -200 -5%
KCM
1341
Kennicott Capital Management
California
$283K -$43.1K -600 -14%
WP
1342
Westmount Partners
California
$283K -$3.95K -55 -1%
PFBT
1343
Parkside Financial Bank & Trust
Missouri
$282K +$147K +2,051 +127%
FHA
1344
First Horizon Advisors
Tennessee
$282K +$55.8K +778 +27%
OA
1345
Oracle Alpha
Ontario, Canada
$278K -$85.9K -1,197 -25%
JA
1346
JVL Associates
Michigan
$277K -$162K -2,257 -39%
SFP
1347
Sandbox Financial Partners
Maryland
$276K +$257K +3,581 New
AWM
1348
Avaii Wealth Management
Wisconsin
$275K -$538K -7,492 -68%
HAS
1349
HBW Advisory Services
California
$274K – – –
IFAM
1350
Institutional & Family Asset Management
Colorado
$273K -$2.37K -33 -0.9%
52 53
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55 56