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Name Holding Trade Value Shares
Change 		Change in
Stake
AA
1726
Armis Advisers
Georgia
$272K +$250K +2,521 New
APW
1727
Aurora Private Wealth
New Jersey
$272K +$271K +2,740 New
TM
1728
TigerOak Management
New Mexico
$272K +$271K +2,738 New
CG
1729
Clarus Group
Texas
$271K -$23.8K -240 -8%
SR
1730
Swiss Re
Switzerland
$271K +$256K +2,589 +1,849%
FP
1731
Financial Perspectives
Minnesota
$271K – – –
DWM
1732
Drive Wealth Management
Utah
$269K -$159K -1,602 -37%
TCBWMS
1733
Texas Capital Bank Wealth Management Services
Texas
$269K +$4.95K +50 +2%
AAG
1734
Asset Advisory Group
New Jersey
$269K -$26.1K -264 -9%
OAS
1735
Optivise Advisory Services
Tennessee
$268K +$268K +2,703 New
CFO
1736
Cambient Family Office
Michigan
$268K +$39.7K +401 +17%
BTIM
1737
BancFirst Trust & Investment Management
Oklahoma
$268K +$265K +2,680 New
NFP
1738
Narus Financial Partners
Utah
$267K +$266K +2,691 New
DC
1739
DeDora Capital
California
$267K +$8.02K +81 +3%
EW
1740
Enzi Wealth
Texas
$267K +$252K +2,545 New
NP
1741
NorthRock Partners
Minnesota
$266K +$79.8K +806 +43%
LFP
1742
Leeward Financial Partners
Washington
$266K -$4.46K -45 -2%
AGWCA
1743
Annis Gardner Whiting Capital Advisors
Florida
$266K +$9.01K +91 +4%
DWM
1744
Daner Wealth Management
Georgia
$265K +$206K +2,081 New
ESC
1745
Eurizon SLJ Capital
$264K – – –
KWM
1746
KFG Wealth Management
Indiana
$264K +$1.68K +17 +0.6%
WMP
1747
Wealth Management Partners
Arizona
$261K +$261K +2,632 New
CAM
1748
Covenant Asset Management
New Jersey
$261K +$10.9K +110 +4%
EL
1749
EWA LLC
Pennsylvania
$261K +$260K +2,626 New
HFP
1750
Holistic Financial Partners
Indiana
$261K -$59.1K -597 -19%
68 69
70
71 72