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Name Holding Trade Value Shares
Change 		Change in
Stake
TCBWMS
1601
Texas Capital Bank Wealth Management Services
Texas
$500K -$69.5K -395 -11%
PWM
1602
Palacios Wealth Management
Florida
$499K -$12.7K -72 -2%
SFA
1603
Souders Financial Advisors
Ohio
$498K -$181K -1,028 -24%
SG
1604
StoneX Group
New York
$497K -$90K -512 -14%
LPAM
1605
Lodestar Private Asset Management
California
$497K -$75.4K -429 -12%
NRC
1606
New Republic Capital
North Carolina
$497K +$48K +273 +9%
WPC
1607
Waters Parkerson & Co
Louisiana
$496K +$123K +700 +28%
XF
1608
XML Financial
Maryland
$495K -$97.8K -556 -15%
PHIC
1609
Pine Haven Investment Counsel
Massachusetts
$494K +$5.28K +30 +1%
UOTTAIMCU
1610
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$493K +$311K +1,766 +128%
OFG
1611
Oxford Financial Group
Indiana
$493K +$2.11K +12 +0.4%
NJIM
1612
Nabity-Jensen Investment Management
Nebraska
$493K -$24.6K -140 -4%
IAIM
1613
International Assets Investment Management
Florida
$492K -$227K -1,289 -30%
SM
1614
Sciencast Management
New Jersey
$491K +$551K +3,136 New
FFA
1615
Florida Financial Advisors
Florida
$491K -$14.2K -81 -3%
PCM
1616
Pointe Capital Management
Michigan
$490K -$4.22K -24 -0.8%
SB
1617
Sunflower Bank
Texas
$489K +$73.2K +416 +15%
CFG
1618
Carr Financial Group
Massachusetts
$487K -$57K -324 -9%
TPI
1619
Trust Point Inc
Wisconsin
$485K +$35.5K +202 +7%
SWP
1620
Strategic Wealth Partners
Ohio
$483K -$6.1M -34,694 -92%
NHC
1621
Nicholas Hoffman & Company
Georgia
$479K -$48.2K -274 -8%
WFAG
1622
Worth Financial Advisory Group
North Carolina
$477K +$535K +3,045 New
PF
1623
Prosperitas Financial
California
$477K +$24.1K +137 +5%
CWG
1624
Crown Wealth Group
North Carolina
$476K +$37.3K +212 +8%
BWA
1625
Blodgett Wealth Advisors
California
$475K +$16.2K +92 +3%
63 64
65
66 67