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Name Holding Trade Value Shares
Change 		Change in
Stake
SAG
1326
SageView Advisory Group
California
$341K +$87.2K +240 +28%
TCBWMS
1327
Texas Capital Bank Wealth Management Services
Texas
$340K -$98.8K -272 -20%
XWL
1328
XXI Wealth LLC
Illinois
$340K -$14.2K -39 -3%
SI
1329
Severin Investments
Missouri
$340K +$13.8K +38 +4%
NI
1330
NFC Investments
Tennessee
$338K +$727 +2 +0.2%
HTC
1331
Haverford Trust Company
Pennsylvania
$338K -$62.9K -173 -14%
TCOT
1332
Trust Company of Toledo
Ohio
$337K -$363 -1 -0.1%
BFC
1333
Bedel Financial Consulting
Indiana
$337K -$7.63K -21 -2%
BWP
1334
Baldwin Wealth Partners
Massachusetts
$337K -$19.6K -54 -5%
HA
1335
Harbor Advisors
Florida
$335K – – –
JF
1336
JMN Financial
Ohio
$335K +$44.3K +122 +13%
WH
1337
Willner & Heller
California
$335K -$13.1K -36 -3%
PT
1338
Plimoth Trust
Massachusetts
$334K -$44.7K -123 -10%
SCM
1339
Spring Capital Management
Texas
$334K -$36.3K -100 -9%
IRC
1340
Investors Research Corp
Georgia
$334K -$30.5K -84 -7%
ATC
1341
Adirondack Trust Company
New York
$334K -$5.81K -16 -1%
SWA
1342
Stratos Wealth Advisors
Ohio
$334K +$363 +1 +0.1%
AG
1343
AlTi Global
New York
$333K +$6.18K +17 +2%
FS
1344
Ferguson Shapiro
Georgia
$332K – – –
FB
1345
First Bancorp
Maine
$332K – – –
RLH
1346
RD Lewis Holdings
Florida
$332K +$117K +321 +46%
WAM
1347
Walker Asset Management
Missouri
$331K +$1.45K +4 +0.4%
NWWA
1348
New Wave Wealth Advisors
Arkansas
$330K – – –
ESB
1349
Essex Savings Bank
Connecticut
$327K – – –
AIP
1350
Avail Investment Partners
Pennsylvania
$327K +$54.9K +151 +17%
52 53
54
55 56