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Name Holding Trade Value Shares
Change 		Change in
Stake
PPW
701
Parcion Private Wealth
Washington
$618K +$115K +2,055 +25%
CFM
702
Catalyst Funds Management
Australia
$616K +$563K +10,100 New
WSFS
703
Wilmington Savings Fund Society
Delaware
$615K -$1.55M -27,840 -73%
AGP
704
Aspire Growth Partners
Florida
$612K -$73.4K -1,316 -12%
SMA
705
Sage Mountain Advisors
Georgia
$606K +$177K +3,174 +47%
KRW
706
Kaufman Rossin Wealth
Florida
$605K -$54.8K -983 -9%
NCM
707
NCM Capital Management
New Jersey
$601K +$56 +1 +0%
AOI
708
Auto-Owners Insurance
Michigan
$598K – – –
APG
709
Abacus Planning Group
South Carolina
$589K -$56 -1 -0%
WWC
710
Waypoint Wealth Counsel
Georgia
$586K +$81.8K +1,467 +18%
PIA
711
Perennial Investment Advisors
California
$581K -$59.4K -1,066 -10%
CI
712
Cigna Investments
Connecticut
$580K +$5.3K +95 +1%
SI
713
Stephens Inc
Arkansas
$578K -$50.9K -912 -9%
AFW
714
Avantra Family Wealth
Pennsylvania
$577K +$26.9K +483 +5%
MCM
715
Mainstay Capital Management
Michigan
$576K -$530K -9,501 -50%
SWM
716
SFG Wealth Management
Maryland
$573K +$948 +17 +0.2%
IWM
717
IHT Wealth Management
Illinois
$564K -$85.9K -1,541 -14%
HPBT
718
Hickory Point Bank & Trust
Illinois
$563K +$2.79K +50 +0.5%
SA
719
Scarborough Advisors
Maryland
$562K +$1.11K +20 +0.2%
PPWP
720
Premier Path Wealth Partners
New Jersey
$561K +$27.7K +497 +6%
AWA
721
Aaron Wealth Advisors
Illinois
$561K +$140K +2,508 +38%
AFP
722
Ausdal Financial Partners
Iowa
$560K -$24.5K -439 -5%
AWM
723
AE Wealth Management
Kansas
$553K -$1.34M -23,958 -73%
AWM
724
Arista Wealth Management
Nevada
$549K -$279K -5,000 -36%
ERSOT
725
Employees Retirement System of Texas
Texas
$545K – – –
27 28
29
30 31