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Name Holding Trade Value Shares
Change 		Change in
Stake
MFG
726
Merit Financial Group
Georgia
$499K +$139K +10,791 +34%
PMFA
727
Plante Moran Financial Advisors
Michigan
$498K +$11.2K +873 +2%
AWS
728
AJ Wealth Strategies
New York
$497K +$989 +77 +0.2%
HT
729
Headlands Technologies
Illinois
$496K +$548K +42,637 New
BCP
730
Berkeley Capital Partners
Georgia
$496K +$26.7K +2,078 +5%
S
731
SignatureFD
Georgia
$496K +$835 +65 +0.2%
DI
732
Diligent Investors
California
$496K +$437 +34 +0.1%
OWM
733
OneAscent Wealth Management
Alabama
$492K -$9.21K -717 -2%
FWM
734
Finer Wealth Management
Massachusetts
$491K +$11.7K +914 +2%
AFGAS
735
Allegiance Financial Group Advisory Services
Virginia
$490K +$541K +42,116 New
MWM
736
Maripau Wealth Management
Indiana
$490K -$157K -12,220 -23%
SMH
737
Sanders Morris Harris
Texas
$487K -$8.42M -655,500 -94%
HI
738
Horizon Investments
North Carolina
$487K -$710K -55,280 -55%
BHWM
739
Beaird Harris Wealth Management
Texas
$486K +$29.2K +2,270 +6%
KWM
740
Kaydan Wealth Management
Michigan
$486K -$41.8K -3,252 -7%
1W
741
1776 Wealth
Georgia
$484K +$3.65K +284 +0.7%
CAG
742
Csenge Advisory Group
Florida
$484K -$333K -25,917 -38%
DPIM
743
Duff & Phelps Investment Management
Illinois
$484K – – –
BCI
744
Brinker Capital Investments
Pennsylvania
$484K +$135K +10,528 +34%
ZCA
745
Zeke Capital Advisors
Pennsylvania
$483K -$11.7K -913 -2%
PWM
746
Palumbo Wealth Management
New York
$482K +$22.7K +1,766 +4%
CBT
747
CoreFirst Bank & Trust
Kansas
$482K -$38.4K -2,990 -7%
CCB
748
Cutter & Co Brokerage
Missouri
$479K -$13.5K -1,054 -2%
PA
749
Planning Alternatives
Michigan
$479K -$16.1K -1,250 -3%
SC
750
Searle & Co
Connecticut
$477K – – –
28 29
30
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