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Name Holding Trade Value Shares
Change 		Change in
Stake
CAP
1201
Columbia Advisory Partners
Washington
$525K -$34.4K -193 -6%
SWA
1202
SFMG Wealth Advisors
Texas
$525K -$7.66K -43 -1%
CB
1203
Cadence Bank
Mississippi
$524K -$40.6K -228 -7%
CD
1204
Chapin Davis
Maryland
$524K – – –
HB
1205
Horizon Bancorp
Indiana
$520K -$172K -963 -25%
MP
1206
McDonald Partners
Ohio
$520K -$51.9K -291 -9%
PGWM
1207
Parisi Gray Wealth Management
New Jersey
$519K +$36.4K +204 +8%
XT
1208
XTX Topco
Cayman Islands
$519K -$1.57M -8,821 -76%
DWM
1209
Dorchester Wealth Management
Quebec, Canada
$518K -$35.6K -200 -7%
SB
1210
Strategic Blueprint
Georgia
$517K -$85.4K -479 -14%
HTC
1211
Haverford Trust Company
Pennsylvania
$517K -$194K -1,091 -28%
P
1212
Pitcairn
Pennsylvania
$517K +$34.9K +196 +7%
FMLI
1213
Fukoku Mutual Life Insurance
Japan
$516K – – –
SAM
1214
SignalPoint Asset Management
Missouri
$515K +$13.4K +75 +3%
CCFCSB
1215
Cape Cod Five Cents Savings Bank
Massachusetts
$514K -$19.1K -107 -4%
PHS
1216
Pekin Hardy Strauss
Illinois
$513K +$59.7K +335 +13%
ECG
1217
Edge Capital Group
Georgia
$511K -$136K -763 -21%
ALC
1218
Alexander Labrunerie & Co
Missouri
$509K -$17.8K -100 -3%
NRWA
1219
North Ridge Wealth Advisors
Oregon
$509K – – –
LWMG
1220
Levy Wealth Management Group
Pennsylvania
$509K -$49K -275 -9%
NAS
1221
NWF Advisory Services
California
$508K -$129K -723 -21%
SP
1222
Symmetry Partners
Connecticut
$508K – – –
SWA
1223
Sax Wealth Advisors
New Jersey
$508K +$497K +2,791 New
PCA
1224
Prosperity Capital Advisors
Ohio
$508K -$389K -2,184 -44%
MPWT
1225
MassMutual Private Wealth & Trust
Connecticut
$508K +$48.3K +271 +11%
47 48
49
50 51