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Name Holding Trade Value Shares
Change 		Change in
Stake
IPWA
1226
International Private Wealth Advisors
California
$380K – – –
AC
1227
Apella Capital
Connecticut
$380K +$50.6K +834 +11%
MTIM
1228
Marathon Trading Investment Management
Pennsylvania
$380K -$261K -4,300 -37%
SL
1229
Sentry LLC
Tennessee
$380K – – –
BI
1230
BFI Infinity
Switzerland
$380K +$437K +7,200 New
SW
1231
SVB Wealth
Massachusetts
$380K -$265K -4,363 -38%
SSW
1232
Stone Summit Wealth
Florida
$379K -$39.4K -650 -8%
PAG
1233
Private Advisory Group
Washington
$377K -$17.6K -290 -4%
CCWM
1234
Cassaday & Co Wealth Management
Virginia
$376K -$7.34K -121 -2%
FB
1235
Fulton Bank
Pennsylvania
$376K -$26.3K -433 -6%
XSC
1236
X-Square Capital
Puerto Rico
$376K -$74.8K -1,234 -15%
NFA
1237
Northern Financial Advisors
Michigan
$374K -$51.4K -848 -11%
TWM
1238
Topsail Wealth Management
North Carolina
$374K -$107K -1,767 -20%
MA
1239
MSA Advisors
California
$373K – – –
FNA
1240
First National Advisers
Nebraska
$372K +$427K +7,041 New
PCM
1241
Polymer Capital Management
New York
$370K -$228K -3,767 -35%
SCP
1242
Silverleafe Capital Partners
Tennessee
$370K -$243 -4 -0.1%
PWM
1243
Proathlete Wealth Management
Florida
$370K +$2.55K +42 +0.6%
PMG
1244
Private Management Group
California
$368K +$2.42K +40 +0.6%
CHJWM
1245
Carlton Hofferkamp & Jenks Wealth Management
Texas
$367K -$3.27K -54 -0.7%
MBT
1246
Montecito Bank & Trust
California
$367K -$10K -165 -2%
RWA
1247
Rooted Wealth Advisors
Illinois
$366K +$1.64K +27 +0.3%
RBWA
1248
RFG - Bristol Wealth Advisors
Massachusetts
$365K -$177K -2,924 -30%
MCCP
1249
Mission Creek Capital Partners
California
$365K +$25.3K +418 +6%
HW
1250
Hancock Whitney
Mississippi
$364K -$9.46K -156 -2%
48 49
50
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