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Name Holding Trade Value Shares
Change 		Change in
Stake
WWMSC
2251
Wagner Wealth Management (South Carolina)
South Carolina
$239K -$3.72K -10 -2%
MA
2252
MCF Advisors
Kentucky
$239K +$57.6K +155 +31%
WHG
2253
Westwood Holdings Group
Texas
$237K -$12.3K -33 -5%
BAM
2254
Bellevue Asset Management
Washington
$237K – – –
CAN
2255
Claraphi Advisory Network
United States
$236K -$81.1K -218 -25%
MCM
2256
Monument Capital Management
Virginia
$236K – – –
BA
2257
Bridgewater Associates
Connecticut
$235K +$7.06K +19 +3%
CCG
2258
Chatham Capital Group
Georgia
$235K +$239K +644 New
MAG
2259
MRA Advisory Group
New Jersey
$234K -$14.9K -40 -6%
GAMC
2260
Garner Asset Management Corp
Texas
$234K – – –
SC
2261
Slow Capital
California
$234K – – –
FMI
2262
F/M Investments
District of Columbia
$233K -$15.2K -41 -6%
FDS
2263
Freedom Day Solutions
Texas
$233K – – –
WI
2264
Wintrust Investments
Illinois
$232K -$142K -381 -37%
SRC
2265
Shufro Rose & Co
New York
$232K -$1.86K -5 -0.8%
SYBT
2266
Stock Yards Bank & Trust
Kentucky
$231K -$130K -350 -36%
G
2267
GenTrust
Florida
$231K +$235K +632 New
CCM
2268
Crossvault Capital Management
Texas
$229K -$76.6K -206 -26%
AIM
2269
Acropolis Investment Management
Missouri
$229K – – –
NG
2270
Northstar Group
New York
$229K – – –
LCM
2271
LVM Capital Management
Michigan
$228K – – –
NPF
2272
Norris Perne & French
Michigan
$228K – – –
PPW
2273
Parcion Private Wealth
Washington
$227K – – –
PD
2274
Planning Directions
Pennsylvania
$226K +$10K +27 +5%
LAM
2275
L2 Asset Management
Massachusetts
$226K +$20.1K +54 +10%
89 90
91
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