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Name Holding Trade Value Shares
Change 		Change in
Stake
TCWA
751
Turtle Creek Wealth Advisors
Texas
$289K +$270K +1,482 New
G
752
GenTrust
Florida
$288K +$268K +1,473 New
CCA
753
Checchi Capital Advisers
California
$286K +$3.46K +19 +1%
SCG
754
Sonata Capital Group
Washington
$285K – – –
SF
755
Sun Financial
Utah
$284K +$265K +1,456 New
BIM
756
Baldwin Investment Management
Pennsylvania
$283K – – –
B
757
Bailard
California
$278K +$182 +1 +0.1%
PWA
758
Prairie Wealth Advisors
Nebraska
$276K -$285K -1,565 Closed
VFA
759
Valeo Financial Advisors
Indiana
$273K -$48.5K -266 -16%
AAP
760
Aristotle Atlantic Partners
Florida
$273K – – –
BWM
761
BNB Wealth Management
Maryland
$273K +$255K +1,400 New
HCM
762
Howland Capital Management
Massachusetts
$272K – – –
CCMG
763
Clark Capital Management Group
Pennsylvania
$272K +$253K +1,391 New
CPA
764
Capital Performance Advisors
California
$271K +$253K +1,390 New
PPWP
765
Premier Path Wealth Partners
New Jersey
$271K -$8.2K -45 -3%
AAP
766
Arax Advisory Partners
Colorado
$270K -$4.36M -23,910 -95%
PI
767
PFG Investments
New York
$270K -$7.29K -40 -3%
CA
768
Commerzbank Aktiengesellschaft
Germany
$269K – – –
WB
769
Webster Bank
Connecticut
$268K +$7.65K +42 +3%
ONB
770
Old National Bancorp
Indiana
$268K +$7.47K +41 +3%
SWM
771
Spire Wealth Management
Virginia
$266K -$16.6K -91 -6%
SI
772
Stephens Inc
Arkansas
$266K +$6.19K +34 +3%
ANTB
773
AMG National Trust Bank
Colorado
$266K – – –
HBT
774
Hills Bank & Trust
Iowa
$264K – – –
MB
775
MidFirst Bank
Oklahoma
$264K +$246K +1,350 New
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