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Name Holding Trade Value Shares
Change 		Change in
Stake
FMWA
1376
Forvis Mazars Wealth Advisors
Missouri
$500K +$17.3K +220 +3%
BDWCC
1377
B&D White Capital Company
Texas
$499K +$518K +6,600 New
EWM
1378
EPG Wealth Management
Georgia
$498K -$24.4K -311 -5%
SEEDPG
1379
S.E.E.D. Planning Group
New York
$497K +$516K +6,570 New
UBP
1380
Union Bancaire Privee
Switzerland
$496K +$518K +6,597 New
JFGIW
1381
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$495K +$127K +1,613 +33%
SW
1382
SteelPeak Wealth
California
$495K -$2.5M -31,812 -83%
TM
1383
TigerOak Management
New Mexico
$495K +$514K +6,541 New
LAM
1384
L2 Asset Management
Massachusetts
$494K +$151K +1,921 +42%
APP
1385
Avantax Planning Partners
Iowa
$491K -$47K -598 -8%
FMC
1386
First Merchants Corp
Indiana
$490K -$33.1K -422 -6%
MPWT
1387
MassMutual Private Wealth & Trust
Connecticut
$490K -$49.6K -632 -9%
RIA
1388
Regal Investment Advisors
Michigan
$489K -$25.5K -324 -5%
CAM
1389
Cidel Asset Management
Ontario, Canada
$489K +$64.6K +822 +15%
CCMG
1390
Clark Capital Management Group
Pennsylvania
$488K -$20.5K -261 -4%
UWS
1391
Unique Wealth Strategies
Illinois
$487K -$293K -3,736 -37%
FFM
1392
Forum Financial Management
Illinois
$487K +$62.4K +795 +14%
SG
1393
StoneX Group
New York
$487K +$321K +4,086 +175%
BFA
1394
Beaumont Financial Advisors
Massachusetts
$485K -$59.3K -755 -11%
VCP
1395
Verus Capital Partners
Arizona
$485K +$38.3K +487 +8%
BWG
1396
Beta Wealth Group
California
$485K +$7.86K +100 +2%
SIG
1397
Sky Investment Group
Connecticut
$485K -$37.7K -480 -7%
LIA
1398
LS Investment Advisors
Michigan
$484K – – –
EFS
1399
Essex Financial Services
Connecticut
$484K +$151K +1,925 +43%
RAM
1400
Redmond Asset Management
Virginia
$481K +$499K +6,355 New
54 55
56
57 58