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Name Holding Trade Value Shares
Change 		Change in
Stake
AG
1001
AIA Group
Hong Kong
$292K +$19.5K +185 +7%
FRM
1002
Fox Run Management
Connecticut
$290K +$306K +2,895 New
CBFP
1003
Cedar Brook Financial Partners
Ohio
$289K -$97.1K -920 -24%
EI
1004
Ellevest Inc
New York
$287K +$38K +360 +14%
MTC
1005
McDaniel Terry & Co
Texas
$286K – – –
OFS
1006
OneAscent Financial Services
Alabama
$286K +$302K +2,860 New
9WM
1007
9258 Wealth Management
Ohio
$285K +$1.06K +10 +0.4%
KPWS
1008
Kestra Private Wealth Services
Texas
$283K -$283K -2,685 -49%
WF
1009
Welch & Forbes
Massachusetts
$283K – – –
SIM
1010
SSI Investment Management
California
$279K – – –
PFA
1011
Pure Financial Advisors
California
$279K +$44.9K +425 +18%
CIM
1012
Contravisory Investment Management
Massachusetts
$278K +$6.33K +60 +2%
CTA
1013
Colonial Trust Advisors
South Carolina
$276K +$44.9K +425 +18%
AWG
1014
Altus Wealth Group
Colorado
$275K -$528 -5 -0.2%
UR
1015
USCA RIA
Texas
$275K +$11.6K +110 +4%
SSCA
1016
South Shore Capital Advisors
Massachusetts
$274K – – –
BO
1017
BRR OpCo
Ohio
$272K +$287K +2,715 New
MWA
1018
Meridian Wealth Advisors
Texas
$270K – – –
RCM
1019
RB Capital Management
Nevada
$269K +$9.5K +90 +3%
APP
1020
Avantax Planning Partners
Iowa
$269K +$284K +2,690 New
HFP
1021
Holistic Financial Partners
Indiana
$263K -$60.7K -575 -18%
RFO
1022
RiverGlades Family Offices
Florida
$263K – – –
SICM
1023
Sustainable Insight Capital Management
New York
$263K – – –
BJL
1024
Brighton Jones LLC
Washington
$260K -$56K -530 -17%
CRC
1025
Curi RMB Capital
Illinois
$260K -$12.7K -120 -4%
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