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Name Holding Trade Value Shares
Change 		Change in
Stake
OPWM
976
Oxinas Partners Wealth Management
Indiana
$229K -$101K -7,374 -26%
BIM
977
Baldwin Investment Management
Pennsylvania
$229K +$5.48K +400 +2%
IBOK
978
Independence Bank of Kentucky
Kentucky
$229K +$15.7K +1,150 +6%
HPC
979
HM Payson & Co
Maine
$226K -$19.8K -1,449 -7%
SIA
980
Soltis Investment Advisors
Utah
$226K -$13.3K -968 -5%
RPWA
981
Regent Peak Wealth Advisors
Georgia
$226K -$3.23K -236 -1%
PWP
982
Principle Wealth Partners
Connecticut
$226K +$50.2K +3,663 +22%
HGERS
983
Householder Group Estate & Retirement Specialist
Arizona
$224K -$63.5K -4,634 -19%
CPA
984
Court Place Advisors
Maryland
$224K -$27.4K -2,000 -9%
BMA
985
Brooks Moore & Associates
Tennessee
$224K -$4.11K -300 -1%
CAM
986
Cacti Asset Management
Georgia
$223K – – –
TCBWMS
987
Texas Capital Bank Wealth Management Services
Texas
$223K – – –
SA
988
Syntax Advisors
New York
$223K +$66.1K +4,827 +32%
VCG
989
Vantage Consulting Group
Virginia
$223K +$66.1K +4,827 +32%
CLOS
990
Compagnie Lombard Odier SCmA
Switzerland
$222K -$371K -27,100 -58%
S
991
Seeyond
France
$222K -$5.49K -401 -2%
MLFP
992
MPS Loria Financial Planners
Illinois
$222K +$28K +2,044 +11%
AHB
993
Abner Herrman & Brock
New Jersey
$220K -$563K -41,100 -67%
GCP
994
Gill Capital Partners
Colorado
$220K – – –
MF
995
Manchester Financial
California
$220K +$115K +8,365 +74%
GI
996
Gradient Investments
Minnesota
$219K -$57.6K -4,206 -18%
GM
997
GeoWealth Management
Illinois
$219K -$27.8K -2,029 -9%
GW
998
GW & Wade
Massachusetts
$218K +$10.6K +774 +4%
TA
999
TFG Advisers
Michigan
$218K +$11.4K +835 +4%
BFAG
1000
Blackston Financial Advisory Group
Florida
$218K +$16K +1,171 +7%
38 39
40
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