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Name Holding Trade Value Shares
Change 		Change in
Stake
MC
751
Maverick Capital
Texas
$261K -$48.2K -1,303 -15%
WA
752
Wealth Alliance
New York
$260K -$30.3K -818 -10%
TA
753
TruWealth Advisors
Louisiana
$259K +$851 +23 +0.3%
RWMG
754
Redwood Wealth Management Group
New Jersey
$259K +$5.48K +148 +2%
MAWAG
755
Mid-American Wealth Advisory Group
Missouri
$259K +$264K +7,135 New
PP
756
PDS Planning
Ohio
$257K -$3.7K -100 -1%
AA
757
Advisory Alpha
Michigan
$257K +$270K +7,289 New
FIA
758
Foundations Investment Advisors
Arizona
$257K +$33.5K +905 +14%
MWM
759
Modera Wealth Management
New Jersey
$257K +$7.44K +201 +3%
XT
760
XTX Topco
Cayman Islands
$255K +$268K +7,231 New
SCM
761
Shelton Capital Management
Colorado
$255K +$59.4K +1,605 +29%
ISL
762
Ingalls & Snyder LLC
New York
$254K -$37K -1,000 -12%
KIA
763
KCM Investment Advisors
California
$253K – – –
UAS
764
United Asset Strategies
New York
$252K – – –
PCM
765
Perkins Capital Management
Minnesota
$252K – – –
WSFS
766
Wilmington Savings Fund Society
Delaware
$251K +$18.5K +500 +8%
BFEC
767
Benjamin F. Edwards & Company
Missouri
$250K -$44.1K -1,192 -14%
POIA
768
Pin Oak Investment Advisors
Texas
$249K – – –
FMTC
769
Farmers & Merchants Trust Company
California
$247K +$6.03K +163 +2%
SJL
770
Shayne & Jacobs LLC
Tennessee
$247K – – –
SIAP
771
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$247K – – –
PA
772
PFW Advisors
Georgia
$247K +$246K +6,649 New
GWS
773
Glassman Wealth Services
Virginia
$246K -$629 -17 -0.2%
IC
774
IEQ Capital
California
$246K -$1.35M -36,579 -84%
NPPM
775
North Point Portfolio Managers
Ohio
$246K – – –
29 30
31
32 33