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Name Holding Trade Value Shares
Change 		Change in
Stake
BTWM
1051
Baker Tilly Wealth Management
Wisconsin
$269K -$254K -3,181 -49%
CAL
1052
Capital Advisors Ltd
Ohio
$269K +$2.08K +26 +0.8%
JFG
1053
Jefferies Financial Group
New York
$268K +$263K +3,288 New
AG
1054
AlTi Global
New York
$267K +$5.59K +70 +2%
FNA
1055
First National Advisers
Nebraska
$267K – – –
FHA
1056
First Horizon Advisors
Tennessee
$266K -$14.9K -187 -5%
AIM
1057
Anchor Investment Management
South Carolina
$266K -$34.7K -434 -12%
RMC
1058
Regis Management Company
California
$264K – – –
D
1059
Diversified
Delaware
$264K +$12.2K +153 +5%
WLPWM
1060
Walled Lake Planning & Wealth Management
Illinois
$263K +$258K +3,231 New
PWMAG
1061
Pinnacle Wealth Management Advisory Group
New Jersey
$263K +$3.67K +46 +1%
GCM
1062
Gibraltar Capital Management
Oklahoma
$262K +$719 +9 +0.3%
DWA
1063
Dorsey Wright & Associates
California
$261K +$255K +3,197 New
VAM
1064
Verity Asset Management
North Carolina
$261K -$37.8K -473 -13%
VWM
1065
Venturi Wealth Management
Texas
$260K +$30.4K +381 +14%
CWP
1066
Capital Wealth Planning
Florida
$258K +$10.5K +131 +4%
CD
1067
Chapin Davis
Maryland
$257K – – –
CT
1068
Clearstead Trust
Maine
$257K – – –
SEIA
1069
Signature Estate & Investment Advisors
California
$256K +$251K +3,145 New
NP
1070
Nilsine Partners
Colorado
$256K +$11.9K +149 +5%
FCP
1071
Fidelis Capital Partners
Florida
$253K +$3.04K +38 +1%
MHIC
1072
Marble Harbor Investment Counsel
Massachusetts
$253K – – –
CAM
1073
Cidel Asset Management
Ontario, Canada
$253K – – –
LWMG
1074
Levy Wealth Management Group
Pennsylvania
$252K – – –
PGF
1075
Plan Group Financial
Oklahoma
$251K -$54.4K -681 -18%
41 42
43
44 45