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Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
2501
Monograph Wealth Advisors
California
$447K -$12.6K -49 -3%
GAM
2502
Gemmer Asset Management
California
$446K +$515 +2 +0.1%
RG
2503
Renaissance Group
Kentucky
$446K -$47.7K -185 -11%
KWM
2504
Keebeck Wealth Management
Illinois
$446K +$42.5K +165 +12%
JWM
2505
Jacksonville Wealth Management
Florida
$446K +$258 +1 +0.1%
RFP
2506
Root Financial Partners
California
$445K +$95.3K +370 +32%
RPA
2507
Rock Point Advisors
Vermont
$445K -$34.8K -135 -8%
SWIG
2508
Strategic Wealth Investment Group
Kentucky
$445K -$17K -66 -4%
HAS
2509
Horizon Advisory Services
New York
$445K – – –
KBG
2510
Kahn Brothers Group
New York
$445K – – –
SLC
2511
Second Line Capital
Louisiana
$445K +$26.3K +102 +7%
VAS
2512
Vestmark Advisory Solutions
Massachusetts
$443K +$153K +595 +66%
FFA
2513
Fortune Financial Advisors
Kansas
$442K – – –
GWA
2514
Gibson Wealth Advisors
Texas
$442K – – –
IR
2515
IAT Reinsurance
New York
$442K – – –
LAM
2516
Lountzis Asset Management
Pennsylvania
$442K – – –
NSCM
2517
New South Capital Management
Tennessee
$442K – – –
SLG
2518
Stanley-Laman Group
Pennsylvania
$442K – – –
WPA
2519
West Paces Advisors
Georgia
$442K – – –
DFP
2520
Defined Financial Planning
California
$442K +$3.87K +15 +1%
GMFG
2521
Greater Midwest Financial Group
Minnesota
$440K +$5.15K +20 +1%
VC
2522
Vestor Capital
Illinois
$439K +$140K +543 +47%
SCI
2523
Stableford Capital II
Arizona
$439K – – –
GPA
2524
Guerra Pan Advisors
New Jersey
$439K – – –
BFPW
2525
BOK Financial Private Wealth
Colorado
$439K +$39.9K +155 +12%
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