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Name Holding Trade Value Shares
Change 		Change in
Stake
PP
1226
PDS Planning
Ohio
$225K +$10.1K +121 +5%
HGA
1227
Hobbs Group Advisors
South Carolina
$225K -$87.3K -1,047 -28%
PA
1228
PFG Advisors
Arizona
$225K -$306K -3,675 -57%
AWAG
1229
ARS Wealth Advisors Group
Florida
$224K – – –
NGA
1230
Naples Global Advisors
Florida
$224K -$52.8K -633 -19%
SEIA
1231
Signature Estate & Investment Advisors
California
$224K -$7.67K -92 -3%
EWM
1232
Evercore Wealth Management
New York
$224K – – –
AG
1233
AlTi Global
New York
$223K +$5.84K +70 +3%
SA
1234
Sovran Advisors
California
$221K – – –
GWM
1235
Gibbs Wealth Management
Georgia
$221K +$42.1K +505 +23%
AW
1236
Apricus Wealth
South Carolina
$220K – – –
EC
1237
EntryPoint Capital
New York
$220K -$5.75K -69 -2%
BCP
1238
Blue Chip Partners
Michigan
$220K +$6.17K +74 +3%
FNA
1239
First National Advisers
Nebraska
$220K +$917 +11 +0.4%
DWM
1240
Drive Wealth Management
Utah
$219K -$2.58K -31 -1%
CLA
1241
Carnegie Lake Advisors
New Jersey
$219K – – –
CFGW
1242
Chancellor Financial Group WB
Pennsylvania
$219K +$33.5K +402 +18%
AG
1243
Advocate Group
Minnesota
$219K +$224K +2,681 New
RWM
1244
Ritholtz Wealth Management
New York
$218K -$73.1K -877 -25%
MC
1245
Mathes Company
New York
$218K – – –
AW
1246
Atlas Wealth
Ohio
$218K – – –
CA
1247
CGN Advisors
Kansas
$217K +$917 +11 +0.4%
PCP
1248
Proficio Capital Partners
Massachusetts
$217K -$6.42K -77 -3%
YMRC
1249
Yorktown Management & Research Company
Virginia
$216K – – –
SCA
1250
Stonebridge Capital Advisors
Minnesota
$216K -$834 -10 -0.4%
48 49
50
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