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Name Holding Trade Value Shares
Change 		Change in
Stake
NC
1251
NinePointTwo Capital
California
$667K – – –
VA
1252
Valmark Advisers
Ohio
$667K +$16.2K +66 +2%
MCC
1253
Malaga Cove Capital
California
$664K +$248K +1,009 +53%
CC
1254
Chicago Capital
Illinois
$651K +$69K +281 +11%
BA
1255
Bridge Advisory
California
$646K -$6.88K -28 -1%
ANB
1256
Amarillo National Bank
Texas
$640K -$166K -676 -19%
NP
1257
NorthRock Partners
Minnesota
$635K +$75.2K +306 +12%
LWM
1258
Lyell Wealth Management
California
$635K +$308K +1,255 +81%
NB
1259
Nicolet Bankshares
Wisconsin
$632K +$685K +2,787 New
DI
1260
Diligent Investors
California
$631K +$22.1K +90 +3%
BPA
1261
Beacon Pointe Advisors
California
$630K -$146K -596 -18%
GA
1262
Greytown Advisors
Florida
$629K -$900K -3,663 -57%
BW
1263
Bison Wealth
Georgia
$625K +$88.4K +360 +15%
XT
1264
XTX Topco
Cayman Islands
$624K +$675K +2,750 New
AT
1265
Arden Trust
Delaware
$620K -$52.8K -215 -7%
LSA
1266
L & S Advisors
California
$619K -$509K -2,072 -43%
SCG
1267
Sonata Capital Group
Washington
$618K -$145K -590 -18%
ET
1268
Equitable Trust
Tennessee
$615K +$45.7K +186 +7%
MG
1269
Mather Group
Illinois
$608K -$85.5K -348 -11%
BCM
1270
BTC Capital Management
Iowa
$608K -$29.2K -119 -4%
AWE
1271
Avidian Wealth Enterprises
Texas
$608K +$92.1K +375 +16%
AIA
1272
Armor Investment Advisors
North Carolina
$606K -$101K -412 -13%
VWA
1273
Visionary Wealth Advisors
Illinois
$606K +$131K +533 +25%
RWM
1274
RBA Wealth Management
California
$605K -$15.7K -64 -2%
SBSB
1275
Sullivan, Bruyette, Speros & Blaney
Virginia
$604K -$108K -438 -14%
49 50
51
52 53