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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1326
MinichMacGregor Wealth Management
New York
$1.4M +$223K +16,560 +19%
ECA
1327
Elevated Capital Advisors
Utah
$1.4M +$51.1K +3,800 +4%
TCOT
1328
Trust Company of Toledo
Ohio
$1.4M +$567K +42,160 +67%
MA
1329
Montag & Associates
Georgia
$1.39M -$394K -29,280 -22%
OPS
1330
Orion Portfolio Solutions
Nebraska
$1.38M -$2.69K -200 -0.2%
STA
1331
Summit Trail Advisors
New York
$1.38M -$15.6K -1,160 -1%
B
1332
Brightworth
Georgia
$1.38M +$911K +67,800 +193%
LWPC
1333
Legacy Wealth Partners (California)
California
$1.37M +$312K +23,200 +29%
WA1
1334
Wimmer Associates 1
California
$1.37M -$8.06K -600 -0.6%
OWA
1335
Octavia Wealth Advisors
Ohio
$1.37M +$5.38K +400 +0.4%
TPA
1336
Trivium Point Advisory
Connecticut
$1.36M +$494K +36,720 +56%
TCOV
1337
Trust Company of Vermont
Vermont
$1.36M +$59.1K +4,400 +5%
SWM
1338
Sugarloaf Wealth Management
Georgia
$1.36M +$1.15M +85,520 +519%
RMC
1339
Resources Management Corp
Connecticut
$1.35M +$591K +44,000 +77%
MGIA
1340
Moneta Group Investment Advisors
Missouri
$1.34M +$409K +30,400 +43%
SS
1341
Simplicity Solutions
Minnesota
$1.34M -$13.6M -1,015,520 -91%
CA
1342
Cullinan Associates
Kentucky
$1.33M -$215K -16,000 -14%
SM
1343
SG3 Management
Puerto Rico
$1.33M +$1.34M +100,000 New
AWA
1344
Arete Wealth Advisors
Illinois
$1.33M +$133K +9,920 +11%
XSC
1345
X-Square Capital
Puerto Rico
$1.33M -$246K -18,280 -15%
PAG
1346
Private Advisory Group
Washington
$1.33M +$664K +49,400 +98%
MFA
1347
Mayflower Financial Advisors
Massachusetts
$1.32M +$14.5K +1,080 +1%
JWM
1348
Jeppson Wealth Management
California
$1.32M -$30.1K -2,240 -2%
CW
1349
CreativeOne Wealth
Kansas
$1.32M +$93.5K +6,960 +8%
EVC
1350
Eidelman Virant Capital
Missouri
$1.3M -$360K -26,800 -22%
52 53
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