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Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
2276
Drive Wealth Management
Utah
$13.2M +$494K +2,648 +4%
EIM
2277
Ervin Investment Management
Washington
$13.2M -$428K -2,293 -4%
NPT
2278
National Philanthropic Trust
Pennsylvania
$13.2M -$770K -4,127 -6%
SWM
2279
Sendero Wealth Management
Texas
$13.2M +$8.44M +45,245 +258%
MVA
2280
Mount Vernon Associates
Maryland
$13.2M -$310K -1,660 -3%
MWA
2281
Midland Wealth Advisors
Illinois
$13.2M -$118K -635 -1%
1C
2282
1623 Capital
Virginia
$13.2M +$37.3K +200 +0.3%
V
2283
VeraBank
Texas
$13.1M -$338K -1,810 -3%
GWMIA
2284
Global Wealth Management Investment Advisory
Florida
$13.1M -$199K -1,068 -2%
CBA
2285
Coastal Bridge Advisors
Connecticut
$13.1M -$80.6K -432 -0.7%
HFM
2286
Hartford Financial Management
Connecticut
$13.1M +$47.4K +254 +0.4%
OBGC
2287
O'Brien Greene & Co
Pennsylvania
$13.1M +$427K +2,289 +4%
BIP
2288
Blueprint Investment Partners
North Carolina
$13.1M +$7.59M +40,710 +191%
GWM
2289
Graybill Wealth Management
Illinois
$13.1M -$206K -1,105 -2%
WCWM
2290
Willow Creek Wealth Management
California
$13.1M +$144K +770 +1%
BRCM
2291
Bright Rock Capital Management
Massachusetts
$13.1M – – –
ATFA
2292
All Terrain Financial Advisors
Minnesota
$13.1M -$66K -354 -0.6%
JWM
2293
Jupiter Wealth Management
Colorado
$13.1M -$641K -3,436 -6%
TFCP
2294
Twin Focus Capital Partners
Massachusetts
$13.1M +$932 +5 +0%
VC
2295
Vicus Capital
Pennsylvania
$13.1M -$1.52M -8,144 -12%
BBWA
2296
Bell & Brown Wealth Advisors
California
$13M +$360K +1,933 +3%
WDG
2297
Wealth Dimensions Group
Ohio
$13M +$159K +852 +1%
CA
2298
Capital Advantage
California
$13M +$135K +722 +1%
AF
2299
Apollon Financial
South Carolina
$13M -$2.42K -13 -0%
D
2300
Diversified
Delaware
$13M +$2.74M +14,693 +31%
90 91
92
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