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Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
951
SFMG Wealth Advisors
Texas
$475K -$137K -1,648 -22%
OCM
952
One Capital Management
California
$473K – – –
CC
953
Cultivar Capital
Texas
$472K +$482K +5,785 New
1IA
954
1620 Investment Advisors
Massachusetts
$472K +$917 +11 +0.2%
SIA
955
Soltis Investment Advisors
Utah
$471K +$481K +5,774 New
LCGC
956
Legacy Capital Group California
California
$471K -$194K -2,328 -29%
GLA
957
Great Lakes Advisors
Illinois
$470K -$4.29M -51,459 -90%
CWA
958
Centennial Wealth Advisory
Michigan
$468K -$30.1K -361 -6%
SIG
959
Sargent Investment Group
Maryland
$468K +$518K +6,216 New
FWP
960
FAS Wealth Partners
Kansas
$466K +$2.75K +33 +0.6%
RMDI
961
R.M. Davis Inc
Maine
$466K -$13.9K -167 -3%
MA
962
MKT Advisors
California
$466K -$16.9K -203 -3%
CIG
963
Cascade Investment Group
Colorado
$465K +$41.7K +500 +10%
NMCM
964
Nicholson Meyer Capital Management
Missouri
$465K – – –
HTC
965
Haverford Trust Company
Pennsylvania
$464K -$56.3K -675 -11%
NP
966
NorthRock Partners
Minnesota
$461K +$20.3K +243 +4%
CAS
967
Coppell Advisory Solutions
Texas
$454K +$466K +5,591 New
OFS
968
OneAscent Financial Services
Alabama
$454K -$469K -5,630 -50%
IP
969
Ignite Planners
California
$453K -$480K -5,754 -51%
GL
970
Graypoint LLC
New York
$452K -$7.34K -88 -2%
GWP
971
Gateway Wealth Partners
Wisconsin
$451K – – –
GGA
972
Granite Group Advisors
Connecticut
$444K – – –
MWM
973
Modera Wealth Management
New Jersey
$444K +$144K +1,729 +47%
IA
974
IFG Advisory
Georgia
$444K -$14.2K -170 -3%
RWP
975
Revolve Wealth Partners
New Jersey
$442K -$23.6K -283 -5%
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