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Applied Industrial Technologies
AIT

Name Holding Trade Value Shares
Change 		Change in
Stake
SPWG
476
Syntegra Private Wealth Group
Missouri
$254K +$230K +750 New
P
477
&Partners
Tennessee
$250K -$4.91K -16 -2%
SWM
478
Spire Wealth Management
Virginia
$248K -$20.9K -68 -8%
W
479
Wealthquest
Ohio
$247K +$224K +730 New
IWA
480
IBEX Wealth Advisors
New Jersey
$245K +$222K +725 New
FI
481
Finivi Inc
Massachusetts
$242K -$25.8K -84 -11%
LNWTC
482
Laird Norton Wetherby Trust Company
Washington
$242K +$219K +715 New
BWM
483
Baron Wealth Management
Michigan
$240K +$218K +711 New
FAM
484
Fred Alger Management
New York
$240K -$149K -487 -41%
RBWA
485
RFG - Bristol Wealth Advisors
Massachusetts
$240K +$218K +710 New
QFW
486
QTR Family Wealth
Florida
$239K +$217K +708 New
EI
487
Ellevest Inc
New York
$239K +$217K +706 New
MW
488
MBL Wealth
North Carolina
$235K +$213K +694 New
CIA
489
Caerus Investment Advisors
Texas
$232K +$210K +686 New
OWM
490
OneAscent Wealth Management
Alabama
$229K +$207K +676 New
CAM
491
Claret Asset Management
Quebec, Canada
$228K -$83.8K -273 -29%
PWMAG
492
Pinnacle Wealth Management Advisory Group
New Jersey
$220K +$200K +651 New
MCM
493
Monument Capital Management
Virginia
$219K +$199K +649 New
IFG
494
Independent Financial Group
California
$216K -$35.3K -115 -15%
WWM
495
Whalen Wealth Management
Nevada
$214K +$194K +633 New
OFO
496
OneAscent Family Office
Alabama
$213K +$194K +631 New
HI
497
Hudock Inc
Pennsylvania
$212K +$192K +625 New
IP
498
Indivisible Partners
Florida
$206K -$55.8K -182 -23%
ECSS
499
Eurizon Capital SGR SpA
$206K +$8.59K +28 +5%
PCG
500
Prosperity Consulting Group
Maryland
$203K +$184K +600 New
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