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Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
2676
HRC Wealth Management
Idaho
$225K -$2.33K -56 -1%
NWA
2677
New World Advisors
Massachusetts
$224K +$206K +4,945 New
V
2678
ViaWealth
Kansas
$224K -$5.29K -127 -3%
PTCG
2679
Pring Turner Capital Group
California
$224K +$206K +4,943 New
LC
2680
Landaas & Company
Wisconsin
$224K +$205K +4,935 New
W
2681
Wealthquest
Ohio
$224K +$205K +4,934 New
RTC
2682
Riverview Trust Company
Washington
$224K -$3.37K -81 -2%
MPWS
2683
McCarter Private Wealth Services
Massachusetts
$224K +$205K +4,930 New
KA
2684
Klingman & Associates
New York
$223K -$73.4K -1,763 -26%
CSI
2685
Clark & Stuart Inc
Maine
$223K +$204K +4,911 New
WCM
2686
WealthBridge Capital Management
Ohio
$222K -$54.9K -1,319 -21%
JGUA
2687
John G. Ullman & Associates
New York
$221K -$8.53K -205 -4%
SIM
2688
SSI Investment Management
California
$221K +$203K +4,874 New
BBWA
2689
Bell & Brown Wealth Advisors
California
$221K -$6.49K -156 -3%
OW
2690
Olistico Wealth
Oklahoma
$221K – – –
SC
2691
Schubert & Co
Texas
$220K +$202K +4,856 New
CAS
2692
CTC Alternative Strategies
Illinois
$220K -$390K -9,374 -66%
HFS
2693
Hughes Financial Services
Virginia
$220K +$202K +4,847 New
SPF
2694
South Plains Financial
Texas
$220K -$115K -2,771 -36%
CCC
2695
Compass Capital Corp
Massachusetts
$220K -$130K -3,133 -38%
EMAM
2696
Encompass More Asset Management
California
$219K +$201K +4,829 New
FEM
2697
Fulcrum Equity Management
Texas
$219K +$201K +4,828 New
VCM
2698
Viewpoint Capital Management
Washington
$219K +$201K +4,828 New
VFP
2699
Verus Financial Partners
Virginia
$219K +$205K +4,921 New
PSCM
2700
Per Stirling Capital Management
Texas
$218K +$200K +4,816 New
106 107
108
109 110