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Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
1276
Principle Wealth Partners
Connecticut
$1.46M +$282 +1 +0%
FMWA
1277
Forvis Mazars Wealth Advisors
Missouri
$1.45M +$198K +703 +17%
SW
1278
SkyOak Wealth
Michigan
$1.44M +$1.36M +4,836 New
ACI
1279
Alpha Cubed Investments
California
$1.44M +$324K +1,149 +31%
FCH
1280
Freestone Capital Holdings
Washington
$1.44M +$702K +2,489 +107%
CWM
1281
Circle Wealth Management
New Jersey
$1.43M +$950K +3,369 +239%
PCM
1282
Poehling Capital Management
Wisconsin
$1.43M -$16.9K -60 -1%
LWS
1283
Lucia Wealth Services
California
$1.42M -$93.9K -333 -7%
FHA
1284
Flagship Harbor Advisors
Massachusetts
$1.42M -$57.8K -205 -4%
CF
1285
Centaurus Financial
California
$1.42M -$91.6K -325 -6%
CCT
1286
Country Club Trust
Missouri
$1.42M -$42K -149 -3%
BEC
1287
Blue Edge Capital
Virginia
$1.42M -$497K -1,764 -27%
WIP
1288
Wellesley Investment Partners
Massachusetts
$1.41M -$97K -344 -7%
S
1289
Seeyond
France
$1.41M -$112K -396 -8%
CA
1290
Cullinan Associates
Kentucky
$1.41M +$123K +435 +10%
LCM
1291
Liberty Capital Management
Michigan
$1.4M -$35K -124 -3%
FANJ
1292
Financial Architects (New Jersey)
New Jersey
$1.4M +$89.7K +318 +7%
SAM
1293
S.A. Mason
Michigan
$1.4M +$1.32M +4,682 New
GA
1294
Geller Advisors
New York
$1.4M -$187K -664 -12%
SFPG
1295
Stonebridge Financial Planning Group
Florida
$1.38M +$1.31M +4,635 New
MGIA
1296
Moneta Group Investment Advisors
Missouri
$1.38M +$5.36K +19 +0.4%
OL
1297
Optas LLC
Texas
$1.38M +$1.3M +4,616 New
ADL
1298
Asset Dedication LLC
California
$1.38M +$146K +518 +13%
TI
1299
Tidal Investments
Wisconsin
$1.38M +$67.1K +238 +5%
MTC
1300
McDaniel Terry & Co
Texas
$1.37M – – –
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