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Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
1801
Venturi Wealth Management
Texas
$442K +$37.1K +412 +8%
TVPW
1802
Third View Private Wealth
Connecticut
$441K +$486K +5,401 New
QWM
1803
QP Wealth Management
New Jersey
$437K +$482K +5,351 New
AFA
1804
American Financial Advisors
Georgia
$437K -$9.01K -100 -2%
MAG
1805
M3 Advisory Group
Massachusetts
$437K +$3.78K +42 +0.8%
NCM
1806
Northside Capital Management
Oregon
$436K – – –
WWM
1807
Whalen Wealth Management
Nevada
$436K +$246K +2,730 +105%
KCFA
1808
Key Client Fiduciary Advisors
New Jersey
$436K -$49.5K -550 -9%
KWM
1809
Keebeck Wealth Management
Illinois
$436K +$200K +2,220 +71%
ET
1810
Equitable Trust
Tennessee
$434K -$17.9K -199 -4%
SCM
1811
Saxony Capital Management
Missouri
$434K +$20.3K +225 +4%
HPWM
1812
High Point Wealth Management
New Jersey
$433K +$478K +5,303 New
UAG
1813
United Advisor Group
Ohio
$432K +$7.56K +84 +2%
LI
1814
Latash Investments
Alaska
$431K -$135K -1,500 -22%
DIM
1815
Delta Investment Management
California
$430K -$208K -2,307 -30%
CA
1816
Continuum Advisory
Idaho
$430K +$170K +1,889 +56%
TSW
1817
Three Seasons Wealth
Utah
$428K +$45.8K +509 +11%
MW
1818
MBL Wealth
North Carolina
$428K +$54K +600 +13%
FFWM
1819
Future Financial Wealth Management
Ohio
$428K – – –
WS
1820
Wilian Securities
Minnesota
$426K +$470K +5,215 New
WG
1821
Wealth Group
North Carolina
$425K +$468K +5,202 New
OC
1822
Opal Capital
Florida
$425K +$484K +5,376 New
SIC
1823
Salem Investment Counselors
North Carolina
$424K – – –
WSFS
1824
Wilmington Savings Fund Society
Delaware
$424K -$21.2K -235 -4%
RCAG
1825
Rehmann Capital Advisory Group
Michigan
$423K -$240K -2,668 -34%
71 72
73
74 75