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Factset
FDS

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
526
Revisor Wealth Management
Ohio
$372K +$61.8K +141 +21%
AP
527
Advisors Preferred
Maryland
$371K -$319K -728 -47%
SFS
528
Security Financial Services
Indiana
$370K +$71K +162 +24%
SBFM
529
S-Bank Fund Management
Finland
$358K -$27.6K -63 -7%
SAI
530
Savvy Advisors Inc
New York
$358K +$62.2K +142 +22%
WC
531
Westerkirk Capital
$354K +$346K +791 New
DWA
532
Douglass Winthrop Advisors
New York
$347K -$85.9K -196 -20%
AAM
533
Aureus Asset Management
Massachusetts
$347K – – –
KAS
534
Kestra Advisory Services
Texas
$342K -$35.5K -81 -10%
CWP
535
Curated Wealth Partners
California
$341K +$3.94K +9 +1%
SAM
536
Strategy Asset Managers
California
$340K -$13.1K -30 -4%
CHAM
537
Clear Harbor Asset Management
Connecticut
$340K +$101K +230 +43%
WPC
538
Wedmont Private Capital
Pennsylvania
$331K +$324K +739 New
LIM
539
Leavell Investment Management
Alabama
$326K – – –
GLA
540
Great Lakes Advisors
Illinois
$320K -$15.3K -35 -5%
WS
541
Wedbush Securities
California
$320K – – –
AC
542
Apella Capital
Connecticut
$317K +$3.5K +8 +1%
PCM
543
Parsons Capital Management
Rhode Island
$313K – – –
DE
544
Diversified Enterprises
Delaware
$313K -$1.31K -3 -0.4%
VI
545
Vestcor Inc
New Brunswick, Canada
$312K -$2.63K -6 -0.9%
C
546
Certuity
Florida
$312K -$1.75K -4 -0.6%
BFW
547
Brady Family Wealth
Missouri
$311K -$2.63K -6 -0.9%
ALA
548
Atlas Legacy Advisors
California
$309K -$100K -229 -25%
MGIA
549
Moneta Group Investment Advisors
Missouri
$309K +$3.5K +8 +1%
FTWA
550
Fifth Third Wealth Advisors
Ohio
$304K -$7.88K -18 -3%
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