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Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
1626
Vivaldi Capital Management
Illinois
$540K +$115K +2,679 +26%
AO
1627
Advisor OS
Illinois
$539K +$180K +4,193 +52%
SI
1628
Saxon Interests
Texas
$539K +$527K +12,286 New
BHWA
1629
Beacon Harbor Wealth Advisors
Virginia
$537K – – –
SIG
1630
Sargent Investment Group
Maryland
$537K +$73.9K +1,724 +16%
SC
1631
SRB Corp
Massachusetts
$537K +$524K +12,235 New
FCAS
1632
First Command Advisory Services
Texas
$536K – – –
GFS
1633
GYL Financial Synergies
Connecticut
$536K +$1.8K +42 +0.3%
ICP
1634
Interchange Capital Partners
Pennsylvania
$534K -$59.2K -1,382 -10%
EFSCE
1635
Enterprise Financial Services Corp (EFSC)
Missouri
$532K +$17K +396 +3%
AFP
1636
Ausdal Financial Partners
Iowa
$531K +$2.87K +67 +0.6%
AWA
1637
Arkadios Wealth Advisors
Georgia
$529K +$24.5K +571 +5%
CW
1638
CreativeOne Wealth
Kansas
$528K -$185K -4,305 -26%
PEA
1639
Park Edge Advisors
Ohio
$527K +$515K +12,010 New
APP
1640
Avantax Planning Partners
Iowa
$525K +$22.3K +521 +5%
PWM
1641
Paulson Wealth Management
Illinois
$524K +$116K +2,710 +29%
MCM
1642
Manchester Capital Management
Vermont
$521K +$14.1K +328 +3%
TPA
1643
Trivium Point Advisory
Connecticut
$519K -$1.55M -36,101 -75%
PIP
1644
Peachtree Investment Partners
Florida
$518K -$11.2K -261 -2%
HIIFS
1645
Harel Insurance Investments & Financial Services
Israel
$518K -$144K -3,357 -22%
CCM
1646
Cohen Capital Management
California
$518K – – –
AA
1647
Alta Advisers
United Kingdom
$517K – – –
EB
1648
Eastern Bank
Massachusetts
$517K -$1.37K -32 -0.3%
BMC
1649
Beaton Management Company
Massachusetts
$516K +$6.56K +153 +1%
PFWA
1650
Paces Ferry Wealth Advisors
Georgia
$515K -$3.6K -84 -0.7%
64 65
66
67 68