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STX

Name Holding Trade Value Shares
Change 		Change in
Stake
WEG
901
World Equity Group
Illinois
$296K -$16.4K -63 -6%
LAM
902
L2 Asset Management
Massachusetts
$296K +$21K +81 +8%
PPWP
903
Premier Path Wealth Partners
New Jersey
$295K +$54K +208 +24%
CCM
904
CFO Capital Management
Connecticut
$295K +$278K +1,072 New
GAM
905
Groupama Asset Management
France
$295K -$4.41K -17 -2%
SFG
906
Sovereign Financial Group
Connecticut
$293K +$8.56K +33 +3%
IWA
907
Icon Wealth Advisors
Texas
$292K +$7.27K +28 +3%
AWS
908
Arkfeld Wealth Strategies
Nebraska
$292K – – –
JRPIM
909
Journey Retirement Planning & Investment Management
Idaho
$291K +$274K +1,056 New
WPC
910
Wedmont Private Capital
Pennsylvania
$291K +$6.75K +26 +3%
WH
911
Wallace Hart
Kentucky
$290K +$273K +1,053 New
HWA
912
Heritage Wealth Advisors
Virginia
$289K – – –
WG
913
Winton Group
United Kingdom
$289K -$4.06M -15,648 -94%
TC
914
Truvestments Capital
Florida
$289K – – –
CTA
915
Chesley Taft & Associates
Illinois
$288K +$7.27K +28 +3%
FBB
916
Fulton Breakefield Broenniman
Maryland
$288K – – –
SP
917
SmartHarvest Portfolios
Washington
$287K +$270K +1,042 New
OC
918
Oakworth Capital
Alabama
$285K +$165K +634 +159%
SAM
919
Simplify Asset Management
Nevada
$283K +$266K +1,026 New
DWP
920
Daymark Wealth Partners
Ohio
$281K +$265K +1,020 New
BBES
921
Buffalo Business & Estate Services
New York
$279K +$263K +1,014 New
NLP
922
Next Level Private
New York
$279K – – –
CA
923
COFG Advisors
Illinois
$278K +$262K +1,011 New
KCM
924
Kanawha Capital Management
Virginia
$278K – – –
SFPG
925
Stonebridge Financial Planning Group
Florida
$278K – – –
35 36
37
38 39