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Name Holding Trade Value Shares
Change 		Change in
Stake
XF
1251
XML Financial
Maryland
$131K -$166K -12,570 -53%
SCM
1252
Silvant Capital Management
Georgia
$131K – – –
SIM
1253
Samara Investment Management
Oregon
$130K +$149K +11,290 New
CPW
1254
Crestmont Private Wealth
Texas
$130K -$198 -15 -0.1%
WWC
1255
Waypoint Wealth Counsel
Georgia
$130K -$11K -834 -7%
FOA
1256
Five Oceans Advisors
California
$130K -$500 -38 -0.3%
WSFS
1257
Wilmington Savings Fund Society
Delaware
$129K +$6.31K +479 +4%
SCP
1258
Sivia Capital Partners
California
$129K +$147K +11,142 New
PL
1259
Parthenon LLC
Kentucky
$128K – – –
ABC
1260
Associated Banc-Corp
Wisconsin
$128K +$146K +11,113 New
GCM
1261
Gables Capital Management
Florida
$128K – – –
AP
1262
Anchyra Partners
Georgia
$128K +$698 +53 +0.5%
BWP
1263
Balboa Wealth Partners
Arizona
$128K +$146K +11,090 New
NSIM
1264
North Star Investment Management
Illinois
$127K +$31.5K +2,395 +28%
SWP
1265
Semus Wealth Partners
Florida
$127K +$145K +11,045 New
BCP
1266
Berkeley Capital Partners
Georgia
$127K +$3.53K +268 +2%
OMIC
1267
Old Mission Investment Co
Michigan
$127K -$14.3K -1,087 -9%
FFG
1268
Fortem Financial Group
California
$127K +$382 +29 +0.3%
FWA
1269
FSM Wealth Advisors
Ohio
$126K -$26 -2 -0%
OL
1270
OneFund LLC
Florida
$126K -$6.64K -504 -4%
TWM
1271
Triton Wealth Management
Arizona
$125K +$7.72K +586 +6%
PPW
1272
Parcion Private Wealth
Washington
$125K -$82.6K -6,271 -37%
PTP
1273
Platform Technology Partners
New York
$124K +$142K +10,770 New
WPW
1274
Winthrop Partners - WNY
New York
$124K – – –
PFBT
1275
Parkside Financial Bank & Trust
Missouri
$124K -$3.69K -280 -3%
49 50
51
52 53