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Name Holding Trade Value Shares
Change 		Change in
Stake
SAS
2051
Stelac Advisory Services
New York
$14.6M -$6.11M -32,837 -30%
MCWS
2052
McKinley Carter Wealth Services
West Virginia
$14.5M +$113K +609 +0.8%
MSFS
2053
Main Street Financial Solutions
Pennsylvania
$14.5M -$36.2M -194,383 -71%
PBCM
2054
Point Break Capital Management
Florida
$14.5M +$14.5M +77,758 New
ACG
2055
Allen Capital Group
Nebraska
$14.5M +$462K +2,483 +3%
SSWM
2056
Sheets Smith Wealth Management
North Carolina
$14.5M +$307K +1,649 +2%
GSCM
2057
Greenfield Seitz Capital Management
Texas
$14.5M -$166K -890 -1%
FLP
2058
Financial Life Planners
Arizona
$14.4M -$28.3K -152 -0.2%
LDB
2059
Lee, Danner & Bass
Tennessee
$14.4M +$247K +1,325 +2%
AGWCA
2060
Annis Gardner Whiting Capital Advisors
Florida
$14.4M +$1.49M +7,993 +12%
BOPW
2061
Brandywine Oak Private Wealth
Pennsylvania
$14.4M -$16.8K -90 -0.1%
SH
2062
SLT Holdings
Arizona
$14.4M -$123K -660 -0.8%
TW
2063
TritonPoint Wealth
Maryland
$14.4M -$2.84M -15,232 -16%
SAM
2064
SP Asset Management
California
$14.4M -$2.64M -14,196 -16%
WPC
2065
Waters Parkerson & Co
Louisiana
$14.4M -$326K -1,754 -2%
MBTD
2066
Mechanics Bank - Trust Department
California
$14.3M +$713K +3,831 +5%
GA
2067
GFS Advisors
Texas
$14.2M +$2.28M +12,239 +19%
BHWM
2068
Bar Harbor Wealth Management
New Hampshire
$14.2M +$289K +1,554 +2%
PWP
2069
Pursue Wealth Partners
California
$14.2M +$1.81M +9,706 +15%
KLCM
2070
KG&L Capital Management
Louisiana
$14.2M +$761K +4,087 +6%
GAM
2071
Griffin Asset Management
New York
$14.2M -$902K -4,844 -6%
SCA
2072
Sage Capital Advisors
South Dakota
$14.2M -$5.12M -27,483 -27%
MAWA
2073
Moss Adams Wealth Advisors
Washington
$14.2M -$231K -1,242 -2%
VCM
2074
Versant Capital Management
Arizona
$14.2M +$831K +4,466 +6%
SC
2075
Sawyer & Company
Massachusetts
$14.1M -$3.35K -18 -0%
81 82
83
84 85