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Name Holding Trade Value Shares
Change 		Change in
Stake
LWA
1151
Legacy Wealth Advisors
Florida
$223K +$228K +2,898 New
BWA
1152
BlueSky Wealth Advisors
North Carolina
$222K +$227K +2,886 New
AWM
1153
Aprio Wealth Management
Georgia
$222K +$5.74K +73 +3%
TW
1154
TritonPoint Wealth
Maryland
$222K +$227K +2,883 New
IA
1155
Inspire Advisors
Idaho
$222K +$226K +2,877 New
NC
1156
nVerses Capital
Florida
$220K +$224K +2,856 New
GBT
1157
Grove Bank & Trust
Florida
$220K +$109K +1,391 +95%
WF
1158
Womack Financial
Texas
$218K -$5.89K -75 -3%
IIL
1159
Income Insurance Ltd
$218K – – –
MFF
1160
Michels Family Financial
Texas
$217K +$222K +2,821 New
KTC
1161
Kentucky Trust Company
Kentucky
$217K – – –
ACP
1162
Aviance Capital Partners
Florida
$217K +$943 +12 +0.4%
RBFC
1163
Roman Butler Fullerton & Co
Missouri
$217K +$222K +2,826 New
AG
1164
AlTi Global
New York
$217K +$7.23K +92 +3%
GCM
1165
Gables Capital Management
Florida
$216K -$15.7K -200 -7%
SWTS
1166
Stonehaven Wealth & Tax Solutions
Wisconsin
$216K +$220K +2,800 New
FNT
1167
First National Trust
Pennsylvania
$216K – – –
CPA
1168
Cardiff Park Advisors
California
$215K +$550 +7 +0.3%
UPS
1169
UHLMANN PRICE SECURITIES
Illinois
$215K +$3.22K +41 +1%
CCMT
1170
CMT Capital Markets Trading
Germany
$213K +$218K +2,769 New
TWP
1171
Triad Wealth Partners
Kansas
$213K +$190K +2,424 New
SWM
1172
Sendero Wealth Management
Texas
$212K -$9.19K -117 -4%
LWAM
1173
Legacy Wealth Asset Management
Minnesota
$212K -$393 -5 -0.2%
LWA
1174
LifeGoal Wealth Advisors
New York
$212K +$216K +2,746 New
SMC
1175
Smith, Moore & Co
Missouri
$211K +$216K +2,743 New
45 46
47
48 49