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Name Holding Trade Value Shares
Change 		Change in
Stake
PPWP
1526
Premier Path Wealth Partners
New Jersey
$1.99M +$1.87M +4,660 New
FCP
1527
Fidelis Capital Partners
Florida
$1.99M +$164K +408 +10%
PP
1528
Patron Partners
Texas
$1.98M +$52.6K +131 +3%
BFG
1529
Beacon Financial Group
Texas
$1.97M +$100K +249 +6%
EFA
1530
Evernest Financial Advisors
Indiana
$1.97M +$1.85M +4,613 New
M
1531
Mirova
France
$1.97M +$86K +214 +5%
CWM
1532
Chemistry Wealth Management
New York
$1.96M +$13.7K +34 +0.7%
GA
1533
Geller Advisors
New York
$1.96M +$14.9K +37 +0.8%
MTC
1534
McDaniel Terry & Co
Texas
$1.95M -$157K -390 -8%
CBTWT
1535
Community Bank & Trust (Waco, Texas)
Texas
$1.95M +$1.24M +3,083 +207%
SNB
1536
Security National Bank
Nebraska
$1.95M +$29.3K +73 +2%
OM
1537
OV Management
Minnesota
$1.94M +$1.83M +4,554 New
IP
1538
Ignite Planners
California
$1.94M -$2.67M -6,635 -59%
MTIC
1539
Missouri Trust & Investment Company
Missouri
$1.94M -$16.9K -42 -0.9%
BPGAM
1540
BTG Pactual Global Asset Management
Bermuda
$1.94M -$803K -2,000 -31%
SPC
1541
Sigma Planning Corp
Michigan
$1.93M -$2.05M -5,112 -53%
TWM
1542
TriaGen Wealth Management
California
$1.93M -$52.6K -131 -3%
SIG
1543
Sargent Investment Group
Maryland
$1.92M +$740K +1,843 +69%
SWM
1544
Sendero Wealth Management
Texas
$1.92M +$37.4K +93 +2%
RCA
1545
Resonant Capital Advisors
Wisconsin
$1.92M +$710K +1,767 +64%
AF
1546
Advisornet Financial
Minnesota
$1.92M +$134K +333 +8%
CWM
1547
Compass Wealth Management
Connecticut
$1.92M – – –
CCA
1548
Cobblestone Capital Advisors
New York
$1.92M -$14.1K -35 -0.8%
CIA
1549
Capital Investment Advisors
Georgia
$1.92M +$444K +1,106 +33%
RWP
1550
Revolve Wealth Partners
New Jersey
$1.91M -$121K -300 -6%
60 61
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63 64