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Name Holding Trade Value Shares
Change 		Change in
Stake
XT
1226
XTX Topco
Cayman Islands
$259K +$244K +729 New
RG
1227
Renaissance Group
Kentucky
$259K -$7.7K -23 -3%
AAM
1228
Aureus Asset Management
Massachusetts
$255K +$240K +718 New
TA
1229
TrueWealth Advisors
Alabama
$253K – – –
BBW
1230
Blue Barn Wealth
Utah
$253K -$4.35K -13 -2%
4WM
1231
44 Wealth Management
Oregon
$253K +$1K +3 +0.4%
USCWA
1232
U.S. Capital Wealth Advisors
Texas
$253K +$21.1K +63 +10%
GG
1233
Greenwood Gearhart
Arkansas
$251K -$14.4K -43 -6%
FWM
1234
FFT Wealth Management
Pennsylvania
$251K +$10.7K +32 +5%
OCM
1235
One Capital Management
California
$250K +$235K +703 New
BA
1236
Bluesphere Advisors
Pennsylvania
$249K -$25.1K -75 -10%
RRC
1237
Relaxing Retirement Coach
Massachusetts
$249K – – –
CCM
1238
CTC Capital Management
Illinois
$249K +$234K +700 New
IF
1239
Ironwood Financial
Arizona
$248K – – –
FH
1240
FWG Holdings
Florida
$248K +$234K +699 New
MPWT
1241
MassMutual Private Wealth & Trust
Connecticut
$248K +$25.8K +77 +12%
FAFN
1242
First Affirmative Financial Network
Colorado
$246K +$232K +693 New
AC
1243
ASB Consultores
Florida
$245K -$14.1K -42 -6%
DC
1244
Diametric Capital
Massachusetts
$245K +$230K +688 New
GAM
1245
Gould Asset Management
California
$243K – – –
DLA
1246
Douglas Lane & Associates
New York
$243K -$1.67K -5 -0.7%
JWCA
1247
J.W. Cole Advisors
Florida
$241K +$3.35K +10 +1%
BAM
1248
Baldrige Asset Management
Pennsylvania
$241K +$227K +679 New
CCA
1249
Childress Capital Advisors
Texas
$240K -$377K -1,127 -63%
MIM
1250
MTM Investment Management
South Carolina
$240K – – –
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