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Name Holding Trade Value Shares
Change 		Change in
Stake
CWMA
1051
Capstone Wealth Management (Alabama)
Alabama
$260K +$275K +1,222 New
SG
1052
Sankala Group
Colorado
$259K -$23.6K -105 -9%
SW
1053
SVB Wealth
Massachusetts
$257K -$8.32K -37 -3%
WCM
1054
Windward Capital Management
California
$256K -$4.72K -21 -2%
SB
1055
Sunflower Bank
Texas
$256K +$10.6K +47 +4%
OL
1056
Odyssean LLC
Connecticut
$255K +$270K +1,199 New
EFS
1057
Essex Financial Services
Connecticut
$254K +$9K +40 +3%
RCM
1058
Raleigh Capital Management
North Carolina
$254K +$8.78K +39 +3%
KWA
1059
Kingswood Wealth Advisors
California
$254K -$900 -4 -0.3%
AA
1060
Alta Advisers
United Kingdom
$254K – – –
SFC
1061
SYM Financial Corp
Indiana
$254K +$268K +1,192 New
MM
1062
MQS Management
New York
$253K +$267K +1,188 New
NRC
1063
New Republic Capital
North Carolina
$252K +$267K +1,185 New
MAM
1064
McLean Asset Management
Virginia
$252K -$37.8K -168 -14%
SF
1065
Symphony Financial
Texas
$251K +$19.1K +85 +8%
BAM
1066
Blueshift Asset Management
New Jersey
$251K -$520K -2,312 -66%
HFO
1067
Heritage Family Offices
Arizona
$250K +$35.1K +156 +15%
PEWA
1068
Pacific Excel Wealth Advisors
California
$250K +$265K +1,176 New
CIAS
1069
Capital Investment Advisory Services
North Carolina
$250K – – –
FWP
1070
Flatrock Wealth Partners
California
$250K +$264K +1,174 New
FFA
1071
Fragasso Financial Advisors
Pennsylvania
$249K +$50K +222 +23%
MFS
1072
Mattson Financial Services
Michigan
$249K -$95K -422 -28%
CIA
1073
Choate Investment Advisors
Massachusetts
$248K – – –
GA
1074
Greenspring Advisors
Maryland
$246K +$3.6K +16 +1%
1WM
1075
1900 Wealth Management
Texas
$245K +$259K +1,151 New
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