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Name Holding Trade Value Shares
Change 		Change in
Stake
GBT
1226
Grove Bank & Trust
Florida
$41M -$763K -2,931 -2%
RPGK
1227
Retirement Planning Group (Kansas)
Kansas
$41M -$4.94M -18,964 -11%
PA
1228
PFG Advisors
Arizona
$40.9M +$1.61M +6,191 +4%
RDWM
1229
Red Door Wealth Management
Tennessee
$40.8M -$148K -568 -0.4%
KC
1230
Kepler Cheuvreux
$40.7M -$3.24M -12,453 -7%
BCM
1231
Bridgeway Capital Management
Texas
$40.5M +$687K +2,640 +2%
TTWM
1232
TCV Trust & Wealth Management
Virginia
$40.5M -$1.38M -5,292 -3%
LF
1233
Longbow Finance
Switzerland
$40.5M +$4.29M +16,489 +12%
ZIG
1234
Zullo Investment Group
Pennsylvania
$40.5M -$452K -1,735 -1%
MWA
1235
Miller Wealth Advisors
Colorado
$40.5M -$486K -1,866 -1%
CFG
1236
Cooper Financial Group
California
$40.4M +$1.36M +5,211 +3%
RG
1237
Renaissance Group
Kentucky
$40.2M -$1.66M -6,384 -4%
CAG
1238
Csenge Advisory Group
Florida
$40.2M +$130K +500 +0.3%
MCCA
1239
Mill Creek Capital Advisors
Pennsylvania
$40.2M +$2.41M +9,268 +6%
SAM
1240
Synergy Asset Management
Washington
$40.2M -$6.76M -25,986 -14%
WPA
1241
Winning Points Advisors
Florida
$40.2M -$666K -2,558 -2%
LSPW
1242
Lake Street Private Wealth
Illinois
$40.1M -$3.12M -11,999 -7%
CCA
1243
Checchi Capital Advisers
California
$40.1M -$1.04M -4,010 -2%
KC
1244
Knuff & Co
California
$40M -$352K -1,352 -0.9%
ECM
1245
ExodusPoint Capital Management
New York
$40M -$236M -908,733 -85%
QI
1246
Qtron Investments
Massachusetts
$39.9M -$548K -2,106 -1%
GGI
1247
Godsey & Gibb Inc
Virginia
$39.9M +$258K +991 +0.6%
AWP
1248
Ascent Wealth Partners
New York
$39.8M +$1.71M +6,569 +4%
WCMN
1249
Westchester Capital Management (Nebraska)
Nebraska
$39.8M -$28.9K -111 -0.1%
WP
1250
WealthPLAN Partners
Nebraska
$39.7M -$9.7M -37,278 -19%
48 49
50
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