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Name Holding Trade Value Shares
Change 		Change in
Stake
GPW
951
Genesis Private Wealth
Virginia
$253K -$18.1K -38 -6%
BWFA
952
Baltimore-Washington Financial Advisors
Maryland
$253K – – –
SFG
953
Stonebridge Financial Group
California
$252K +$263K +551 New
NWAG
954
Net Worth Advisory Group
Utah
$252K -$36.7K -77 -12%
FHC
955
First Horizon Corporation
Tennessee
$249K -$28.1K -59 -10%
WC
956
Wexford Capital
Florida
$246K +$256K +536 New
MAWA
957
Moss Adams Wealth Advisors
Washington
$244K +$54.8K +115 +28%
WBC
958
Westpac Banking Corp
Australia
$242K -$10K -21 -4%
DWP
959
Daymark Wealth Partners
Ohio
$242K +$252K +528 New
WC
960
Westerkirk Capital
$242K – – –
EDRH
961
Edmond de Rothschild Holding
Switzerland
$242K +$188K +394 +298%
PVI
962
Pine Valley Investments
New Jersey
$241K -$21.5K -45 -8%
MAG
963
Meadowbrook Advisors Group
New Jersey
$240K -$102K -213 -29%
PFG
964
PAX Financial Group
Texas
$240K +$249K +522 New
BA
965
Bluesphere Advisors
Pennsylvania
$239K – – –
BCM
966
Boreal Capital Management
Florida
$239K -$56.7K -119 -19%
GM
967
GeoWealth Management
Illinois
$239K -$166K -348 -40%
PCM
968
Permanent Capital Management
Illinois
$236K -$10K -21 -4%
BIG
969
Brookwood Investment Group
Arizona
$236K -$64.4K -135 -21%
TCWA
970
Turtle Creek Wealth Advisors
Texas
$235K +$244K +511 New
CB
971
CNB Bank
Pennsylvania
$234K -$159K -333 -40%
MMG
972
Monetary Management Group
Missouri
$234K – – –
FWI
973
Facet Wealth Inc
Maryland
$234K +$24.3K +51 +11%
IC
974
Inscription Capital
Texas
$230K +$3.34K +7 +1%
DG
975
Dala Group
Illinois
$230K -$4.29K -9 -2%
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