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Name Holding Trade Value Shares
Change 		Change in
Stake
NPPM
1701
North Point Portfolio Managers
Ohio
$259K – – –
AMG
1702
Asset Management Group
Connecticut
$258K +$2.44K +27 +1%
AIM
1703
Advantage Investment Management
Iowa
$258K +$2.71K +30 +1%
MCM
1704
MV Capital Management
Maryland
$258K +$44.8K +497 +21%
TT
1705
Tiedemann Trust
Delaware
$258K +$259K +2,869 New
AWE
1706
Avidian Wealth Enterprises
Texas
$256K +$271 +3 +0.1%
TSS
1707
Two Sigma Securities
New York
$254K -$85.1K -944 -25%
JFG
1708
JMG Financial Group
Illinois
$254K – – –
SFG
1709
SNS Financial Group
Minnesota
$254K +$254K +2,821 New
SCP
1710
Syntal Capital Partners
Texas
$253K -$15.9K -176 -6%
DMC
1711
Drexel Morgan & Co
Pennsylvania
$253K – – –
LPT
1712
Legacy Private Trust
Wisconsin
$252K -$30.5K -338 -11%
OWM
1713
Orgel Wealth Management
Wisconsin
$252K +$253K +2,801 New
BWA
1714
Burt Wealth Advisors
Maryland
$251K – – –
SIP
1715
Stoneridge Investment Partners
Pennsylvania
$251K +$252K +2,795 New
TIM
1716
Tortoise Investment Management
New York
$250K +$35.3K +392 +16%
SFG
1717
Sather Financial Group
Texas
$247K – – –
TF
1718
Trutina Financial
Washington
$246K – – –
TCB
1719
Texas Capital Bancshares
Texas
$245K -$66.4K -736 -21%
EGA
1720
E&G Advisors
Texas
$245K -$27.1K -300 -10%
CG
1721
Caprock Group
Idaho
$244K -$77.5K -860 -24%
AW
1722
Alpha Windward
Massachusetts
$243K +$14.6K +162 +6%
DTL
1723
Dynamic Technology Lab
Singapore
$243K +$243K +2,700 New
GIM
1724
Greystone Investment Management
Ohio
$242K – – –
BCA
1725
Bray Capital Advisors
Florida
$241K – – –
67 68
69
70 71