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Name Holding Trade Value Shares
Change 		Change in
Stake
BDWM
1051
Brewin Dolphin Wealth Management
Ireland
$337K +$2.96K +20 +0.8%
BC
1052
Burney Company
Virginia
$336K +$4.43K +30 +1%
BFG
1053
Beacon Financial Group
Texas
$335K +$356K +2,406 New
ZB
1054
Zions Bancorporation
Utah
$330K -$122K -822 -25%
RCM
1055
Riverhead Capital Management
Delaware
$329K -$322K -2,176 -48%
CWM
1056
Circle Wealth Management
New Jersey
$328K -$239K -1,617 -40%
KFP
1057
KMG Fiduciary Partners
Ohio
$328K +$354K +2,393 New
AWA
1058
Arete Wealth Advisors
Illinois
$324K +$10.9K +74 +3%
BWP
1059
Baldwin Wealth Partners
Massachusetts
$322K – – –
CT
1060
Chicago Trust
Illinois
$322K +$347K +2,348 New
DI
1061
DUMAC Inc
North Carolina
$317K +$86K +582 +34%
TAM
1062
Tyers Asset Management
Texas
$314K -$637K -4,312 -65%
TFS
1063
TrustCore Financial Services
Tennessee
$312K -$18.9K -128 -5%
HCM
1064
Horan Capital Management
Maryland
$312K – – –
ECG
1065
Edge Capital Group
Georgia
$312K +$337K +2,277 New
MSE
1066
MUFG Securities EMEA
United Kingdom
$311K +$44.4K +300 +15%
CAAS
1067
Capital Asset Advisory Services
Michigan
$308K -$17.1K -116 -5%
IF
1068
IRON Financial
Illinois
$307K – – –
MWM
1069
Meridian Wealth Management
Kentucky
$307K +$4.14K +28 +1%
GW
1070
GW & Wade
Massachusetts
$307K +$42.9K +290 +15%
CA
1071
Continuum Advisory
Idaho
$305K -$17K -115 -5%
NOCM
1072
Night Owl Capital Management
Connecticut
$305K – – –
FCAG
1073
First Capital Advisors Group
New Jersey
$304K -$391K -2,644 -54%
EWA
1074
EP Wealth Advisors
California
$303K -$105K -713 -24%
GC
1075
Gruss & Co
Florida
$302K -$5.14M -34,800 -94%
41 42
43
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