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Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
876
MFA Wealth Advisors
Pennsylvania
$238K – – –
LFAS
877
Level Four Advisory Services
Texas
$238K +$11K +44 +5%
GLA
878
Great Lakes Advisors
Illinois
$236K +$752 +3 +0.3%
SIA
879
Soltis Investment Advisors
Utah
$233K +$214K +855 New
HNB
880
Hilltop National Bank
Wyoming
$230K +$94.3K +376 +80%
JWCA
881
J.W. Cole Advisors
Florida
$230K +$212K +847 New
CSPIA
882
Cary Street Partners Investment Advisory
Virginia
$229K +$15.8K +63 +8%
AWM
883
Aprio Wealth Management
Georgia
$229K +$211K +842 New
GLAM
884
Gardner Lewis Asset Management
Pennsylvania
$228K +$211K +840 New
WPP
885
Whalerock Point Partners
Rhode Island
$226K – – –
PSCM
886
Per Stirling Capital Management
Texas
$225K +$251 +1 +0.1%
TFS
887
Thoroughbred Financial Services
Tennessee
$224K +$207K +824 New
RPWA
888
Regent Peak Wealth Advisors
Georgia
$221K +$204K +814 New
PCS
889
Personal CFO Solutions
New Jersey
$221K +$204K +812 New
MCWA
890
Meadow Creek Wealth Advisors
Georgia
$218K +$205K +818 New
CH
891
Cromwell Holdings
Wyoming
$218K – – –
CFP
892
Catalyst Financial Partners
Massachusetts
$217K +$200K +796 New
CIA
893
Caerus Investment Advisors
Texas
$216K +$199K +793 New
PSP
894
Principal Street Partners
Tennessee
$215K -$157K -626 -44%
ACA
895
Aptus Capital Advisors
Alabama
$215K -$106K -423 -35%
FCP
896
Fidelis Capital Partners
Florida
$215K +$198K +791 New
SF
897
Symphony Financial
Texas
$215K -$182K -724 -48%
GAG
898
GM Advisory Group
New York
$214K +$197K +786 New
BA
899
Bridgewater Advisors
New York
$213K +$4.77K +19 +2%
TIA
900
Trust Investment Advisors
Indiana
$212K +$195K +778 New
34 35
36
37 38