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Name Holding Trade Value Shares
Change 		Change in
Stake
CGPCS
451
Capital Group Private Client Services
California
$256K – – –
LOWM
452
Laurel Oak Wealth Management
New Jersey
$256K -$2.23K -106 -0.8%
CWA
453
CogentBlue Wealth Advisors
Tennessee
$254K +$267K +12,660 New
GFP
454
Gryphon Financial Partners
Ohio
$253K +$40.4K +1,915 +18%
CC
455
Chicago Capital
Illinois
$253K – – –
AWM
456
AE Wealth Management
Kansas
$251K -$2.4K -114 -0.9%
DAM
457
Diamant Asset Management
Connecticut
$251K +$263K +12,500 New
FCP
458
Fidelis Capital Partners
Florida
$250K +$263K +12,474 New
AWM
459
Angeles Wealth Management
California
$249K +$32.1K +1,525 +14%
WKSWA
460
White Knight Strategic Wealth Advisors
New Jersey
$247K -$1.05K -50 -0.4%
IAS
461
Insigneo Advisory Services
Florida
$247K -$204K -9,683 -44%
SAG
462
SageView Advisory Group
California
$246K +$5.54K +263 +2%
FWI
463
Facet Wealth Inc
Maryland
$245K +$258K +12,229 New
KWA
464
Kingswood Wealth Advisors
California
$240K +$16.8K +798 +7%
SCTC
465
Sanibel Captiva Trust Company
Florida
$240K -$24.4K -1,159 -9%
PCA
466
Pallas Capital Advisors
Massachusetts
$239K +$251K +11,905 New
SFG
467
Stonebridge Financial Group
California
$238K +$251K +11,897 New
DFA
468
Delta Financial Advisors
Louisiana
$237K – – –
BAM
469
Berkshire Asset Management
Pennsylvania
$236K -$184K -8,750 -43%
SSA
470
Schonfeld Strategic Advisors
New York
$235K -$2.77M -131,562 -92%
MA
471
Mutual Advisors
Nebraska
$233K +$18.9K +899 +8%
CP
472
Canopy Partners
Ohio
$231K +$6.53K +310 +3%
OFS
473
OneAscent Financial Services
Alabama
$231K -$8.68K -412 -3%
FTWA
474
Fifth Third Wealth Advisors
Ohio
$231K -$738 -35 -0.3%
CH
475
Cromwell Holdings
Wyoming
$230K – – –
17 18
19
20 21