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Name Holding Trade Value Shares
Change 		Change in
Stake
SWMP
1001
Signature Wealth Management Partners
New Jersey
$373K +$60.5K +500 +20%
PCA
1002
Pallas Capital Advisors
Massachusetts
$373K +$329K +2,715 New
WP
1003
WealthPLAN Partners
Nebraska
$371K -$109K -900 -24%
SOW
1004
State of Wyoming
Wyoming
$370K -$605 -5 -0.2%
AWG
1005
Altus Wealth Group
Colorado
$369K +$17.6K +145 +5%
PFA
1006
Professional Financial Advisors
Nebraska
$369K +$359K +2,965 New
FLPIM
1007
F.L. Putnam Investment Management
Massachusetts
$367K +$77.5K +640 +28%
BP
1008
Ballentine Partners
Massachusetts
$366K +$11.5K +95 +3%
OFS
1009
OneAscent Financial Services
Alabama
$366K +$356K +2,940 New
EWM
1010
Evercore Wealth Management
New York
$365K -$96.3K -795 -21%
BRWM
1011
B. Riley Wealth Management
Tennessee
$365K +$6.66K +55 +2%
GL
1012
Graypoint LLC
New York
$365K +$355K +2,930 New
FANJ
1013
Financial Architects (New Jersey)
New Jersey
$362K +$352K +2,905 New
BFA
1014
Brendel Financial Advisors
New Hampshire
$361K +$351K +2,900 New
MGIA
1015
Moneta Group Investment Advisors
Missouri
$360K -$117K -965 -25%
9WM
1016
9258 Wealth Management
Ohio
$360K – – –
CPO
1017
Cerity Partners OCIO
New York
$360K +$350K +2,890 New
SB
1018
Strategic Blueprint
Georgia
$358K -$73.3K -605 -17%
PC
1019
Provenire Capital
Minnesota
$357K -$173K -1,425 -33%
AG
1020
AlphaSimPlex Group
Massachusetts
$355K -$510K -4,215 -60%
HFP
1021
Holistic Financial Partners
Indiana
$355K +$33.3K +275 +11%
RCM
1022
RB Capital Management
Nevada
$350K – – –
NWA
1023
New World Advisors
Massachusetts
$350K +$308K +2,545 New
TFS
1024
Thoroughbred Financial Services
Tennessee
$349K – – –
AI
1025
ArchPoint Investors
Florida
$348K +$338K +2,795 New
39 40
41
42 43