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Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
751
Palumbo Wealth Management
New York
$494K -$29K -2,315 -6%
GC
752
Gilbert & Cook
Iowa
$491K +$4.63K +370 +1%
MSAM
753
Moloney Securities Asset Management
Missouri
$490K +$16.5K +1,317 +4%
CAAS
754
Capital Asset Advisory Services
Michigan
$489K +$61.5K +4,914 +14%
CAM
755
CenterStar Asset Management
Illinois
$488K +$484K +38,687 New
MYAM
756
Meiji Yasuda Asset Management
Japan
$487K -$25K -2,000 -5%
VWA
757
Visionary Wealth Advisors
Illinois
$485K +$74K +5,912 +18%
FFWM
758
Future Financial Wealth Management
Ohio
$482K +$15.7K +1,254 +3%
HH
759
Hilltop Holdings
Texas
$481K +$50 +4 +0%
RSWM
760
Robertson Stephens Wealth Management
California
$481K -$75K -5,989 -14%
TC
761
TownSquare Capital
Utah
$481K -$26.1K -2,086 -5%
XT
762
XTX Topco
Cayman Islands
$480K -$853K -68,161 -64%
GWP
763
Gateway Wealth Partners
Wisconsin
$477K -$30.8K -2,457 -6%
ZCI
764
Zevenbergen Capital Investments
Washington
$476K -$30.7K -2,450 -6%
HCP
765
Hexagon Capital Partners
Arkansas
$476K +$205K +16,365 +77%
SC
766
Searle & Co
Connecticut
$475K -$12.5K -1,000 -2%
DGAM
767
Desjardins Global Asset Management
Quebec, Canada
$475K +$77.8K +6,216 +20%
CCM
768
Chiron Capital Management
Florida
$475K +$21K +1,676 +5%
CSB
769
City State Bank
Iowa
$471K – – –
V
770
ViaWealth
Kansas
$470K +$57.9K +4,624 +14%
OWM
771
OneAscent Wealth Management
Alabama
$470K -$62.6K -5,003 -12%
RFM
772
Royal Fund Management
Florida
$465K +$3.64K +291 +0.8%
RCM
773
Raleigh Capital Management
North Carolina
$463K +$38.5K +3,076 +9%
B
774
Bensler
Washington
$463K +$10.7K +856 +2%
WAAG
775
Wealth Alliance Advisory Group
Kansas
$460K -$6.26K -500 -1%
29 30
31
32 33