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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2776
Cedar Wealth Management
California
$566K +$1.92K +8 +0.3%
VAF
2777
Values Added Financial
District of Columbia
$566K +$62.7K +261 +12%
TRIA
2778
Trail Ridge Investment Advisors
Colorado
$566K +$12.7K +53 +2%
RWA
2779
Redhawk Wealth Advisors
Minnesota
$562K +$8.41K +35 +1%
VAG
2780
VisionPoint Advisory Group
Texas
$560K +$361K +1,500 +160%
AAM
2781
Augustine Asset Management
Florida
$560K -$961 -4 -0.2%
SWM
2782
Salvus Wealth Management
New Jersey
$559K +$29.6K +123 +5%
DWA
2783
Dougherty Wealth Advisers
Minnesota
$556K – – –
FFG
2784
Frisch Financial Group
New York
$555K -$6.25K -26 -1%
GLAM
2785
Gardner Lewis Asset Management
Pennsylvania
$553K +$578K +2,405 New
CCM
2786
Crabel Capital Management
California
$553K +$578K +2,404 New
TCBWMS
2787
Texas Capital Bank Wealth Management Services
Texas
$553K -$58.4K -243 -9%
HCM
2788
Huber Capital Management
California
$552K -$72.1K -300 -11%
OPWM
2789
Oakwell Private Wealth Management
Texas
$551K +$14.4K +60 +3%
PA
2790
Probity Advisors
Texas
$551K +$3.37K +14 +0.6%
SFWA
2791
Summit Financial Wealth Advisors
Louisiana
$551K -$18K -75 -3%
ACM
2792
Allred Capital Management
Texas
$550K +$35.3K +147 +7%
LPAM
2793
Lodestar Private Asset Management
California
$549K +$6.73K +28 +1%
GCA
2794
Gradient Capital Advisors
California
$547K +$6.97K +29 +1%
PCMF
2795
Private Capital Management (Florida)
Florida
$545K -$4.81K -20 -0.8%
RW
2796
Rede Wealth
Virginia
$544K -$481 -2 -0.1%
ML
2797
McAdam LLC
Pennsylvania
$543K +$78.1K +325 +16%
CFS
2798
Commonwealth Financial Services
West Virginia
$542K +$567K +2,358 New
TCM
2799
Towercrest Capital Management
Pennsylvania
$541K +$240 +1 +0%
WAM
2800
Winslow Asset Management
Ohio
$541K – – –
110 111
112
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