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Name Holding Trade Value Shares
Change 		Change in
Stake
PCA
1051
Pallas Capital Advisors
Massachusetts
$54.7M -$703K -3,778 -1%
UF
1052
Univest Financial
Pennsylvania
$54.4M +$2.55M +13,718 +5%
CWP
1053
Cyndeo Wealth Partners
Florida
$54.1M +$1.55M +8,338 +3%
AFG
1054
Albion Financial Group
Utah
$53.9M -$2.18M -11,723 -4%
BIAS
1055
Beacon Investment Advisory Services
New Jersey
$53.9M -$2.08M -11,179 -4%
DKCM
1056
Davidson Kempner Capital Management
New York
$53.7M -$41.9M -225,000 -44%
FHA
1057
Flagship Harbor Advisors
Massachusetts
$53.5M -$9.89M -53,146 -16%
TPCW
1058
TD Private Client Wealth
New York
$53M +$1.8M +9,683 +4%
FAT
1059
First American Trust
California
$52.9M -$1.1M -5,894 -2%
SIG
1060
Sky Investment Group
Connecticut
$52.8M -$952K -5,115 -2%
VVP
1061
Venture Visionary Partners
Ohio
$52.7M +$1.67M +8,984 +3%
BBP
1062
Banco BTG Pactual
Brazil
$52.5M +$15.1M +81,318 +41%
LFAS
1063
Level Four Advisory Services
Texas
$52.5M +$1.22M +6,528 +2%
RCW
1064
Rheos Capital Works
Japan
$52.5M -$15.8M -85,000 -23%
PWP
1065
Principle Wealth Partners
Connecticut
$52.4M -$1.62M -8,699 -3%
CAG
1066
Curtis Advisory Group
California
$52.4M +$528K +2,834 +1%
TIS
1067
Titan Investment Solutions
$52.4M +$52.3M +280,827 New
VIP
1068
Vantage Investment Partners
Missouri
$52.1M -$9.81M -52,718 -16%
BCM
1069
Bridgeway Capital Management
Texas
$52.1M +$707K +3,798 +1%
B
1070
Bensler
Washington
$52.1M +$168K +901 +0.3%
KF
1071
Krilogy Financial
Missouri
$51.8M +$5.82M +31,254 +13%
FMWA
1072
Forvis Mazars Wealth Advisors
Missouri
$51.8M +$363K +1,950 +0.7%
TFIPS
1073
Towarzystwo Funduszy Inwestycyjnych PZU SA
$51.8M +$8.57M +46,038 +20%
GAG
1074
GM Advisory Group
New York
$51.6M +$1.04M +5,561 +2%
RFP
1075
Root Financial Partners
California
$51.6M +$15.3M +82,120 +42%
41 42
43
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