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Name Holding Trade Value Shares
Change 		Change in
Stake
BIAS
1001
Beacon Investment Advisory Services
New Jersey
$241K – – –
VCG
1002
Vantage Consulting Group
Virginia
$241K -$24.9K -371 -10%
PI
1003
PineBridge Investments
New York
$240K -$33.6M -502,072 -99%
HCP
1004
Hexagon Capital Partners
Arkansas
$239K +$5.16K +77 +2%
A
1005
AJOVista
Massachusetts
$237K +$226K +3,377 New
PI
1006
PFG Investments
New York
$236K -$8.71K -130 -4%
PTCG
1007
Pring Turner Capital Group
California
$236K +$536 +8 +0.2%
ACA
1008
Aptus Capital Advisors
Alabama
$236K -$85K -1,268 -27%
PWAC
1009
Private Wealth Advisors (California)
California
$235K -$142K -2,123 -39%
CWP
1010
Concord Wealth Partners
Virginia
$235K -$7.51K -112 -3%
ST
1011
Sabal Trust
Florida
$234K – – –
TSW
1012
Three Seasons Wealth
Utah
$234K -$67.4K -1,005 -23%
SCA
1013
Stonebridge Capital Advisors
Minnesota
$233K – – –
OFG
1014
Oxford Financial Group
Indiana
$233K +$804 +12 +0.4%
GFS
1015
GYL Financial Synergies
Connecticut
$233K +$1.27K +19 +0.6%
GWM
1016
Gray Wealth Management
Maine
$230K +$2.61K +39 +1%
DWM
1017
Dakota Wealth Management
Florida
$230K +$220K +3,276 New
FWM
1018
Focused Wealth Management
New York
$230K +$2.88K +43 +1%
SS
1019
Sunbelt Securities
Texas
$227K -$96K -1,432 -31%
EFG
1020
Embree Financial Group
Illinois
$227K +$217K +3,236 New
RMC
1021
Regis Management Company
California
$227K – – –
AG
1022
AlTi Global
New York
$225K +$215K +3,208 New
CAL
1023
Capital Advisors Ltd
Ohio
$225K -$42.2K -630 -16%
HPIA
1024
Hamilton Point Investment Advisors
North Carolina
$225K -$89.4K -1,334 -29%
EP
1025
Edgestream Partners
New Jersey
$224K -$1.47M -21,950 -87%
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