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Name Holding Trade Value Shares
Change 		Change in
Stake
JWCA
526
J.W. Cole Advisors
Florida
$237K +$228K +9,117 New
RP
527
Riverbridge Partners
Minnesota
$234K -$1.25K -50 -0.6%
HP
528
Haven Private
Florida
$233K +$224K +8,954 New
GM
529
GeoWealth Management
Illinois
$232K +$41K +1,640 +22%
DWA
530
Douglass Winthrop Advisors
New York
$232K – – –
EBA
531
Eagle Bay Advisors
New York
$232K +$6.68K +267 +3%
SMA
532
Sage Mountain Advisors
Georgia
$231K +$8.18K +327 +4%
WA
533
Wealth Architects
California
$231K -$5.3K -212 -2%
ISL
534
Ingalls & Snyder LLC
New York
$228K – – –
AG
535
AlTi Global
New York
$228K +$219K +8,747 New
X
536
Xponance
Pennsylvania
$227K +$3.58K +143 +2%
PMA
537
Prudent Man Advisors
Illinois
$224K +$5.93K +237 +3%
MCM
538
Morton Capital Management
California
$223K +$350 +14 +0.2%
DAS
539
Dynamic Advisor Solutions
Arizona
$220K +$212K +8,467 New
LI
540
LRI Investments
Florida
$219K +$16K +640 +8%
EWM
541
Edge Wealth Management
New York
$217K – – –
SQA
542
Simon Quick Advisors
New Jersey
$217K -$226K -9,043 -52%
SCM
543
Shelton Capital Management
Colorado
$216K – – –
DADC
544
D.A. Davidson & Co
Montana
$214K +$206K +8,240 New
CCA
545
Cottonwood Capital Advisors
Utah
$214K -$41.5K -1,660 -17%
MPI
546
Mairs & Power Inc
Minnesota
$213K +$205K +8,175 New
BFS
547
Bradley Foster & Sargent
Connecticut
$210K +$202K +8,066 New
PPC
548
Park Place Capital
Alabama
$209K +$1.6K +64 +0.8%
BBHC
549
Brown Brothers Harriman & Co
New York
$208K +$25.8K +1,031 +15%
AWC
550
Abundance Wealth Counselors
Pennsylvania
$207K +$5.18K +207 +4%
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