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Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
351
Cyndeo Wealth Partners
Florida
$799K -$3.96K -135 -0.5%
FFM
352
Forum Financial Management
Illinois
$794K +$2.17K +74 +0.3%
CC
353
Chicago Capital
Illinois
$787K -$22.6K -771 -3%
PA
354
Parallel Advisors
California
$784K -$168K -5,732 -18%
HCMT
355
Highland Capital Management (Tennessee)
Tennessee
$784K -$16.1K -550 -2%
AC
356
AWM Capital
Arizona
$779K -$2.34M -79,861 -76%
FAB
357
First American Bank
Illinois
$777K – – –
MWM
358
Mission Wealth Management
California
$770K -$48.1K -1,639 -6%
WAAG
359
Wealth Alliance Advisory Group
Kansas
$768K – – –
USCWA
360
U.S. Capital Wealth Advisors
Texas
$761K +$11K +376 +2%
ACM
361
Argyle Capital Management
Pennsylvania
$760K – – –
GM
362
GeoWealth Management
Illinois
$760K +$35.5K +1,210 +5%
CTC
363
Central Trust Company
Missouri
$751K -$5.13K -175 -0.7%
MPPW
364
Mitchell & Pahl Private Wealth
Oklahoma
$747K +$60.7K +2,068 +9%
PGWM
365
Pitti Group Wealth Management
New York
$747K -$147 -5 -0%
ACA
366
Aptus Capital Advisors
Alabama
$746K +$43.4K +1,480 +6%
WSFS
367
Wilmington Savings Fund Society
Delaware
$746K +$48.8K +1,663 +7%
GCM
368
Greenland Capital Management
New York
$746K +$731K +24,914 New
GVAG
369
Great Valley Advisor Group
Delaware
$736K -$98.2K -3,348 -12%
JIC
370
Johnson Investment Counsel
Ohio
$730K +$44.8K +1,528 +7%
HCA
371
Harbour Capital Advisors
Virginia
$722K +$314K +10,720 +87%
BRWA
372
B. Riley Wealth Advisors
Florida
$718K +$704K +23,990 New
WA
373
Waverly Advisors
Alabama
$717K +$4.69K +160 +0.7%
WHG
374
Westwood Holdings Group
Texas
$714K -$89.3K -3,045 -11%
PCM
375
Poehling Capital Management
Wisconsin
$710K +$264K +8,994 +61%
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