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Name Holding Trade Value Shares
Change 		Change in
Stake
RWB
501
RMR Wealth Builders
New Jersey
$270K +$25 +1 +0%
SMA
502
Seven Mile Advisory
New Jersey
$270K -$15.6K -624 -6%
AWM
503
Avior Wealth Management
Nebraska
$266K -$34.8K -1,391 -12%
DWM
504
Drive Wealth Management
Utah
$265K +$2.88K +115 +1%
DT
505
Diversified Trust
Tennessee
$265K -$22K -878 -8%
AT
506
Arlington Trust
Alabama
$265K – – –
JG
507
Jain Global
New York
$264K +$253K +10,125 New
JCM
508
Jacobi Capital Management
Pennsylvania
$263K +$9.01K +360 +4%
ACA
509
Aptus Capital Advisors
Alabama
$262K +$21.2K +846 +9%
BI
510
BFI Infinity
Switzerland
$260K – – –
MT
511
Midwest Trust
Kansas
$259K +$249K +9,953 New
CIA
512
Choate Investment Advisors
Massachusetts
$259K -$4.75K -190 -2%
MHR
513
Matthew Hamilton Rosenberg
$254K +$11.1K +442 +5%
FTWA
514
Fifth Third Wealth Advisors
Ohio
$254K +$32.6K +1,304 +15%
TCBWMS
515
Texas Capital Bank Wealth Management Services
Texas
$251K – – –
CIM
516
Contravisory Investment Management
Massachusetts
$250K +$241K +9,615 New
LCGC
517
Legacy Capital Group California
California
$248K +$238K +9,523 New
MFA
518
Mayflower Financial Advisors
Massachusetts
$248K -$100 -4 -0%
BAM
519
Blueshift Asset Management
New Jersey
$246K +$237K +9,454 New
HIP
520
HUB Investment Partners
Texas
$245K +$236K +9,420 New
SWM
521
Spire Wealth Management
Virginia
$244K +$113K +4,504 +92%
DI
522
Disciplined Investors
Texas
$244K – – –
GWM
523
Geneos Wealth Management
Colorado
$241K +$125 +5 +0.1%
FIA
524
Foundations Investment Advisors
Arizona
$240K +$231K +9,216 New
AWM
525
AE Wealth Management
Kansas
$238K +$229K +9,154 New
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