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Name Holding Trade Value Shares
Change 		Change in
Stake
FC
776
FCA Corp
Texas
$357K – – –
WAP
777
Wealthcare Advisory Partners
Pennsylvania
$357K +$51K +20 +16%
EF
778
Empowered Funds
Pennsylvania
$349K +$120K +47 +51%
EST
779
EA Series Trust
Pennsylvania
$349K +$357K +140 New
CPW
780
Crestmont Private Wealth
Texas
$347K +$38.3K +15 +12%
FWM
781
Fairhaven Wealth Management
Illinois
$347K +$355K +139 New
PTC
782
Private Trust Company
Ohio
$344K -$143K -56 -29%
MWM
783
Modera Wealth Management
New Jersey
$344K +$352K +138 New
UM
784
UniSuper Management
Australia
$344K +$352K +138 New
CAG
785
Crestwood Advisors Group
Massachusetts
$342K -$10.2K -4 -3%
KWM
786
KFG Wealth Management
Indiana
$339K +$347K +136 New
MYLI
787
Meiji Yasuda Life Insurance
Japan
$339K -$102K -40 -23%
XT
788
XTX Topco
Cayman Islands
$337K -$1.14M -446 -77%
IFG
789
Independent Financial Group
California
$337K – – –
FFM
790
Forum Financial Management
Illinois
$334K +$5.1K +2 +2%
AIA
791
Angeles Investment Advisors
California
$329K -$25.5K -10 -7%
PL
792
Plancorp LLC
Missouri
$329K – – –
PWM
793
Perigon Wealth Management
California
$327K +$35.7K +14 +12%
GFS
794
GYL Financial Synergies
Connecticut
$322K -$10.2K -4 -3%
PP
795
PDS Planning
Ohio
$322K +$81.6K +32 +33%
FCP
796
Fidelis Capital Partners
Florida
$322K – – –
TWM
797
TriaGen Wealth Management
California
$319K -$2.55K -1 -0.8%
IP
798
Ignite Planners
California
$319K -$2.55K -1 -0.8%
ZF
799
Zhang Financial
Michigan
$316K +$316K +124 New
DLA
800
Douglas Lane & Associates
New York
$314K -$68.9K -27 -18%
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