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Name Holding Trade Value Shares
Change 		Change in
Stake
CL
1051
CVFG LLC
Indiana
$237K +$39.1K +810 +18%
IWM
1052
IHT Wealth Management
Illinois
$237K -$152K -3,143 -38%
IP
1053
Indivisible Partners
Florida
$236K +$16.6K +344 +7%
PPWP
1054
Premier Path Wealth Partners
New Jersey
$235K -$39.8K -825 -14%
1SB
1055
1ST Source Bank
Indiana
$234K -$363K -7,531 -59%
BCM
1056
Birmingham Capital Management
Alabama
$233K – – –
PA
1057
Pinnacle Associates
New York
$233K -$812K -16,820 -77%
FHC
1058
First Horizon Corporation
Tennessee
$232K – – –
CA
1059
Claro Advisors
Massachusetts
$232K +$18.7K +387 +8%
WIC
1060
Water Island Capital
New York
$232K +$247K +5,124 New
WSFS
1061
Wilmington Savings Fund Society
Delaware
$231K -$78.2K -1,620 -24%
GM
1062
GeoWealth Management
Illinois
$230K +$245K +5,082 New
GVAG
1063
Great Valley Advisor Group
Delaware
$228K -$16.9K -350 -6%
CCFM
1064
Clear Creek Financial Management
Washington
$228K +$243K +5,031 New
TFA
1065
Transamerica Financial Advisors
Florida
$227K +$110K +2,275 +83%
SFG
1066
Sather Financial Group
Texas
$226K -$37.3M -773,303 -99%
QFA
1067
Quattro Financial Advisors
Texas
$226K – – –
CWA
1068
Clarity Wealth Advisors
California
$226K -$3.33K -69 -1%
SFS
1069
Sowell Financial Services
Arkansas
$225K -$267K -5,539 -53%
FCM
1070
FJ Capital Management
Virginia
$225K +$240K +4,977 New
SCM
1071
Schnieders Capital Management
California
$224K -$16.9K -350 -7%
EFS
1072
Essex Financial Services
Connecticut
$223K -$29.9K -620 -11%
CMI
1073
Clare Market Investments
Texas
$223K +$238K +4,926 New
GAG
1074
GM Advisory Group
New York
$222K -$128K -2,645 -35%
OIS
1075
OneAscent Investment Solutions
Alabama
$222K +$63.6K +1,317 +37%
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43
44 45