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Name Holding Trade Value Shares
Change 		Change in
Stake
ESBC
1201
E.S. Barr & Co
Kentucky
$47.7M -$150K -525 -0.3%
TSW
1202
Thompson Siegel & Walmsley
Virginia
$47.6M -$841K -2,940 -2%
AO
1203
Advisor OS
Illinois
$47.5M -$1.31M -4,574 -3%
B
1204
BetterWealth
California
$47.5M -$3.21M -11,209 -6%
CRB
1205
Chad R. Baker
$47.4M -$2.86M -10,000 -6%
CA
1206
Continuum Advisory
Idaho
$47.4M -$189K -661 -0.4%
OFG
1207
Oxford Financial Group
Indiana
$47.3M -$597K -2,086 -1%
TAM
1208
Trust Asset Management
Texas
$47.2M -$1.27M -4,448 -3%
CFG
1209
Cooper Financial Group
California
$47.1M +$985K +3,445 +2%
CAG
1210
Csenge Advisory Group
Florida
$47.1M +$1.23M +4,295 +3%
CWS
1211
Cypress Wealth Services
California
$47M -$563K -1,970 -1%
GIA
1212
GHP Investment Advisors
Colorado
$47M -$10.3K -36 -0%
BCM
1213
Bridgeway Capital Management
Texas
$46.9M +$716K +2,504 +2%
KC
1214
Knuff & Co
California
$46.8M +$1.22M +4,282 +3%
CP
1215
Cumberland Partners
Ontario, Canada
$46.7M -$319K -1,114 -0.7%
RPGK
1216
Retirement Planning Group (Kansas)
Kansas
$46.6M -$129K -452 -0.3%
OWA
1217
Octavia Wealth Advisors
Ohio
$46.3M -$2.86M -10,016 -6%
TCBWMS
1218
Texas Capital Bank Wealth Management Services
Texas
$46.2M -$1.74M -6,075 -4%
PUI
1219
Purpose Unlimited Inc
$46.2M -$1.69M -5,904 -4%
EPW
1220
Evolve Private Wealth
California
$46.1M -$40.2M -140,411 -47%
BOH
1221
Bank of Hawaii
Hawaii
$46.1M -$1.17M -4,089 -3%
TTWM
1222
TCV Trust & Wealth Management
Virginia
$46.1M -$147K -514 -0.3%
TIA
1223
Traphagen Investment Advisors
New Jersey
$46.1M +$5.07M +17,734 +13%
RWB
1224
RMR Wealth Builders
New Jersey
$45.8M +$1.2M +4,195 +3%
ZIG
1225
Zullo Investment Group
Pennsylvania
$45.7M -$485K -1,695 -1%
47 48
49
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