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Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
1151
Acropolis Investment Management
Missouri
$729K – – –
FAG
1152
Financial Advisory Group
Texas
$729K +$20.1K +100 +3%
IC
1153
Intersect Capital
California
$728K -$60K -299 -7%
AA
1154
Argent Advisors
Louisiana
$728K +$87.1K +434 +13%
TW
1155
Transform Wealth
Colorado
$726K +$533K +2,656 +234%
SG
1156
StoneX Group
New York
$725K +$55.6K +277 +8%
BPM
1157
Bowling Portfolio Management
Ohio
$725K +$29.7K +148 +4%
SC
1158
SouthState Corp
Florida
$723K -$219K -1,091 -22%
PGWM
1159
Parisi Gray Wealth Management
New Jersey
$722K – – –
WC
1160
Weil Company
California
$722K – – –
SP
1161
Symmetry Partners
Connecticut
$720K – – –
PFWA
1162
Paces Ferry Wealth Advisors
Georgia
$720K +$43.6K +217 +6%
RS
1163
Retirement Solution
Washington
$717K +$74.7K +372 +11%
SRSA
1164
S.R. Schill & Associates
Washington
$714K – – –
FCA
1165
FLC Capital Advisors
California
$713K -$33.1K -165 -4%
BI
1166
Bramshill Investments
Florida
$712K -$745K -3,710 -50%
FSC
1167
Full Sail Capital
Oklahoma
$712K -$10K -50 -1%
TSWM
1168
Triangle Securities Wealth Management
North Carolina
$709K -$17.3K -86 -2%
LA
1169
Legacy Advisors
Pennsylvania
$709K +$96.7K +482 +15%
MFG
1170
Monte Financial Group
Connecticut
$704K +$127K +634 +21%
NCM
1171
NCM Capital Management
New Jersey
$703K -$107K -532 -13%
EWA
1172
Exencial Wealth Advisors
Oklahoma
$703K +$1.2K +6 +0.2%
KCM
1173
KRS Capital Management
Michigan
$703K +$64.2K +320 +10%
MMPW
1174
Mitchell McLeod Pugh & Williams
Alabama
$700K -$40.1K -200 -5%
CA
1175
Cambridge Advisors
Nebraska
$699K -$25.1K -125 -3%
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