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Name Holding Trade Value Shares
Change 		Change in
Stake
LOWM
451
Laurel Oak Wealth Management
New Jersey
$256K -$2.23K -106 -0.8%
CWA
452
CogentBlue Wealth Advisors
Tennessee
$254K +$267K +12,660 New
GFP
453
Gryphon Financial Partners
Ohio
$253K +$40.4K +1,915 +18%
CC
454
Chicago Capital
Illinois
$253K – – –
AWM
455
AE Wealth Management
Kansas
$251K -$2.4K -114 -0.9%
DAM
456
Diamant Asset Management
Connecticut
$251K +$263K +12,500 New
FCP
457
Fidelis Capital Partners
Florida
$250K +$263K +12,474 New
AWM
458
Angeles Wealth Management
California
$249K +$32.1K +1,525 +14%
WKSWA
459
White Knight Strategic Wealth Advisors
New Jersey
$247K -$1.05K -50 -0.4%
IAS
460
Insigneo Advisory Services
Florida
$247K -$204K -9,683 -44%
SAG
461
SageView Advisory Group
California
$246K +$5.54K +263 +2%
FWI
462
Facet Wealth Inc
Maryland
$245K +$258K +12,229 New
KWA
463
Kingswood Wealth Advisors
California
$240K +$16.8K +798 +7%
SCTC
464
Sanibel Captiva Trust Company
Florida
$240K -$24.4K -1,159 -9%
PCA
465
Pallas Capital Advisors
Massachusetts
$239K +$251K +11,905 New
SFG
466
Stonebridge Financial Group
California
$238K +$251K +11,897 New
DFA
467
Delta Financial Advisors
Louisiana
$237K – – –
BAM
468
Berkshire Asset Management
Pennsylvania
$236K -$184K -8,750 -43%
SSA
469
Schonfeld Strategic Advisors
New York
$235K -$2.77M -131,562 -92%
MA
470
Mutual Advisors
Nebraska
$233K +$18.9K +899 +8%
CP
471
Canopy Partners
Ohio
$231K +$6.53K +310 +3%
OFS
472
OneAscent Financial Services
Alabama
$231K -$8.68K -412 -3%
FTWA
473
Fifth Third Wealth Advisors
Ohio
$231K -$738 -35 -0.3%
CH
474
Cromwell Holdings
Wyoming
$230K – – –
PI
475
PFG Investments
New York
$227K +$464 +22 +0.2%
17 18
19
20 21