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Name Holding Trade Value Shares
Change 		Change in
Stake
IC
451
Inscription Capital
Texas
$219K -$99.2K -5,445 -32%
CP
452
Canopy Partners
Ohio
$219K +$206K +11,325 New
ST
453
Somerset Trust
Pennsylvania
$216K +$204K +11,200 New
HAG
454
HighPoint Advisor Group
Illinois
$213K +$1.09M +60,045 New
BTWM
455
Baker Tilly Wealth Management
Wisconsin
$210K -$36.2K -1,985 -15%
CG
456
Cynosure Group
Utah
$209K +$197K +10,825 New
OFS
457
OneAscent Financial Services
Alabama
$208K +$196K +10,760 New
BHC
458
Bowen Hanes & Co
Florida
$207K +$195K +10,695 New
TFS
459
Thoroughbred Financial Services
Tennessee
$206K +$195K +10,685 New
KWM
460
Kolinsky Wealth Management
New Jersey
$206K +$194K +10,655 New
DT
461
Diversified Trust
Tennessee
$204K +$193K +10,575 New
FCI
462
Financial Counselors Inc
Kansas
$203K +$191K +10,495 New
DFA
463
Delta Financial Advisors
Louisiana
$202K +$191K +10,475 New
EWA
464
EverSource Wealth Advisors
Alabama
$202K +$30.7K +1,685 +19%
MHC
465
Meyer Handelman Company
New York
$202K +$190K +10,435 New
DWM
466
Drive Wealth Management
Utah
$201K +$189K +10,395 New
CW
467
CreativeOne Wealth
Kansas
$201K +$189K +10,395 New
CAAS
468
Capital Asset Advisory Services
Michigan
$201K +$192K +10,550 New
RWB
469
RMR Wealth Builders
New Jersey
$200K +$189K +10,375 New
HI
470
Harrington Investments
California
$200K -$74.5K -4,085 -28%
AT
471
Arlington Trust
Alabama
$196K – – –
M
472
MOTCO
Texas
$195K – – –
A
473
Allianz
Germany
$183K – – –
AF
474
Allworth Financial
California
$179K -$14.2K -780 -8%
PPC
475
Park Place Capital
Alabama
$175K -$29.1K -1,595 -15%
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