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Name Holding Trade Value Shares
Change 		Change in
Stake
SIG
1626
Stonegate Investment Group
Alabama
$584K -$108K -1,310 -17%
RCA
1627
Riverview Capital Advisers
Massachusetts
$581K – – –
CF
1628
Convergence Financial
Missouri
$580K -$1.32K -16 -0.3%
WCA
1629
Westover Capital Advisors
Delaware
$580K – – –
ML
1630
McAdam LLC
Pennsylvania
$579K +$33.2K +403 +7%
GFG
1631
Goldstone Financial Group
Illinois
$579K +$99.9K +1,214 +24%
SC
1632
Sierra Capital
Florida
$579K +$511K +6,207 New
BA
1633
Bridgewater Advisors
New York
$579K +$18.1K +220 +3%
VCM
1634
Vivaldi Capital Management
Illinois
$579K +$511K +6,202 New
TCWA
1635
Turtle Creek Wealth Advisors
Texas
$578K +$510K +6,193 New
PW
1636
Paladin Wealth
Minnesota
$577K +$509K +6,184 New
MSE
1637
MUFG Securities EMEA
United Kingdom
$577K +$509K +6,179 New
RBFC
1638
Roman Butler Fullerton & Co
Missouri
$576K +$151K +1,840 +41%
SI
1639
Severin Investments
Missouri
$576K -$49.7K -604 -9%
AWE
1640
Avidian Wealth Enterprises
Texas
$574K -$14.5K -176 -3%
WAM
1641
Worth Asset Management
Texas
$573K +$259K +3,145 +105%
KIM
1642
Kane Investment Management
California
$572K +$505K +6,136 New
RMP
1643
Richards, Merrill & Peterson
Washington
$572K +$211K +2,568 +72%
CH
1644
Cromwell Holdings
Wyoming
$572K +$154K +1,873 +44%
AWM
1645
Accurate Wealth Management
Florida
$568K +$44.3K +538 +10%
AIC
1646
Ayalon Insurance Company
Israel
$567K – – –
LF
1647
LifeSteps Financial
California
$567K -$4.78K -58 -0.9%
VHAM
1648
Van Hulzen Asset Management
California
$564K +$14K +170 +3%
HFS
1649
Howard Financial Services
Texas
$564K +$16.5K +200 +3%
LA
1650
Lifeworks Advisors
Michigan
$562K +$156K +1,896 +46%
64 65
66
67 68