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Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
1951
Polymer Capital Management
New York
$302K -$57.1K -516 -18%
RFP
1952
Root Financial Partners
California
$300K +$33.7K +304 +15%
GA
1953
Goldstein Advisors
Wisconsin
$300K +$252K +2,272 New
SFS
1954
Strategic Financial Services
New York
$300K – – –
OIS
1955
OneAscent Investment Solutions
Alabama
$300K +$251K +2,269 New
GCA
1956
Gallagher Capital Advisors
Texas
$299K +$1.11K +10 +0.4%
EC
1957
EdgeRock Capital
Colorado
$298K +$3.99K +36 +2%
ST
1958
Spinnaker Trust
Maine
$298K -$17.6K -159 -7%
VCM
1959
Voleon Capital Management
California
$297K -$1.01M -9,116 -80%
WGAM
1960
Wilkinson Global Asset Management
New York
$297K – – –
AAG
1961
Armstrong Advisory Group
Massachusetts
$296K -$5.54K -50 -2%
AWAG
1962
ARS Wealth Advisors Group
Florida
$296K +$248K +2,243 New
PBO
1963
Peoples Bank (Ohio)
Ohio
$296K -$8.42K -76 -3%
PSP
1964
Principal Street Partners
Tennessee
$295K – – –
SA
1965
Scarborough Advisors
Maryland
$295K -$4.1K -37 -2%
PIWA
1966
Prevail Innovative Wealth Advisors
Kansas
$295K -$8.42K -76 -3%
LA
1967
Latitude Advisors
Florida
$294K -$26.8K -242 -10%
LCWP
1968
Legacy Capital Wealth Partners
Arkansas
$294K -$16.8K -152 -6%
PG
1969
Prostatis Group
Maryland
$293K +$246K +2,220 New
LI
1970
LRI Investments
Florida
$293K -$115K -1,043 -32%
NC
1971
North Capital
Utah
$292K +$245K +2,214 New
XWL
1972
XXI Wealth LLC
Illinois
$292K +$245K +2,209 New
SWG
1973
Summit Wealth Group
Vermont
$291K -$221 -2 -0.1%
RIA
1974
Rhodes Investment Advisors
Texas
$291K +$244K +2,207 New
LS
1975
Leelyn Smith
Illinois
$291K -$4.65K -42 -2%
77 78
79
80 81