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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1076
Salvus Wealth Management
New Jersey
$252K +$21.9K +150 +9%
ML
1077
Mayport LLC
Massachusetts
$252K +$267K +1,830 New
UB
1078
UMB Bank
Missouri
$252K +$267K +1,830 New
XS
1079
XR Securities
Illinois
$251K -$5.95M -40,690 -96%
WP
1080
WMS Partners
Maryland
$251K +$36.5K +250 +16%
IC
1081
Inscription Capital
Texas
$249K -$54.1K -370 -17%
GI
1082
Gradient Investments
Minnesota
$248K +$5.84K +40 +2%
SWM
1083
Selective Wealth Management
Virginia
$248K +$58.4K +400 +29%
HGWM
1084
Horst & Graben Wealth Management
Oregon
$247K – – –
TFP
1085
Tilia Fiduciary Partners
North Carolina
$247K +$262K +1,790 New
MFG
1086
Mission Financial Group
Nevada
$244K +$2.22M +15,170 New
HCM
1087
Howland Capital Management
Massachusetts
$244K – – –
PC
1088
Pecaut & Co
Iowa
$244K – – –
NC
1089
NovaPoint Capital
Georgia
$244K +$259K +1,770 New
TC
1090
Truvestments Capital
Florida
$242K +$24.8K +170 +11%
OWA
1091
Octavia Wealth Advisors
Ohio
$240K -$8.77K -60 -3%
GFS
1092
GYL Financial Synergies
Connecticut
$240K -$7.31K -50 -3%
TW
1093
Transform Wealth
Colorado
$240K – – –
AAS
1094
Annex Advisory Services
Wisconsin
$240K +$254K +1,740 New
CRCM
1095
Corbett Road Capital Management
Virginia
$240K +$254K +1,740 New
RCA
1096
Resonant Capital Advisors
Wisconsin
$237K -$39.5K -270 -14%
SIC
1097
Sigma Investment Counselors
Michigan
$237K -$2.92K -20 -1%
OWA
1098
One Wealth Advisors
California
$237K – – –
ZIC
1099
ZWJ Investment Counsel
Georgia
$234K – – –
FPCG
1100
Fort Pitt Capital Group
Pennsylvania
$234K +$248K +1,700 New
42 43
44
45 46