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Name Holding Trade Value Shares
Change 		Change in
Stake
FS
2126
Financial Symmetry
North Carolina
$758K +$19.6K +288 +3%
CWM
2127
Circle Wealth Management
New Jersey
$757K +$170K +2,495 +29%
HBW
2128
Hazlett, Burt & Watson
West Virginia
$756K +$42.5K +624 +6%
CM
2129
Capula Management
Cayman Islands
$754K +$729K +10,699 +3,282%
BCG
2130
Breakwater Capital Group
New Jersey
$754K -$2.18K -32 -0.3%
KW
2131
Keyvantage Wealth
Pennsylvania
$753K +$3.2K +47 +0.4%
EI
2132
Ellevest Inc
New York
$752K +$433K +6,354 +137%
WAL
2133
W Advisors LLC
Tennessee
$751K +$11K +161 +1%
HSWM
2134
Hubbell Strickland Wealth Management
Louisiana
$751K +$1.91K +28 +0.3%
WIP
2135
WealthCare Investment Partners
Rhode Island
$747K -$6.68K -98 -0.9%
EPAM
2136
Evelyn Partners Asset Management
$747K -$126K -1,845 -14%
OBWG
2137
Onyx Bridge Wealth Group
New York
$746K +$93.8K +1,376 +14%
STA
2138
Smith Thornton Advisors
Alabama
$746K +$14.3K +210 +2%
SWA
2139
Sax Wealth Advisors
New Jersey
$745K -$28.6K -419 -4%
AWM
2140
Atticus Wealth Management
Florida
$744K +$241K +3,540 +48%
PFP
2141
Paragon Financial Partners
California
$744K – – –
PIA
2142
Powell Investment Advisors
Florida
$743K – – –
AFG
2143
Allegheny Financial Group
Pennsylvania
$742K -$29.9K -438 -4%
APW
2144
Austin Private Wealth
Texas
$739K +$53.3K +782 +8%
SFG
2145
Sunburst Financial Group
Alabama
$739K -$10.5K -154 -1%
HIA
2146
HFM Investment Advisors
New Jersey
$739K -$204 -3 -0%
IA
2147
Invested Advisors
Pennsylvania
$737K +$849K +12,448 New
RIP
2148
Reliant Investment Partners
North Carolina
$737K -$26.2K -384 -3%
SRIM
2149
Saratoga Research & Investment Management
California
$736K -$406K -5,962 -36%
JEST
2150
JTC Employer Solutions Trustee
Jersey
$736K – – –
84 85
86
87 88