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Name Holding Trade Value Shares
Change 		Change in
Stake
CNBTD
751
Citizens National Bank Trust Department
Mississippi
$373K +$39.3K +330 +12%
APF
752
Alaska Permanent Fund
Alaska
$372K -$8.34K -70 -2%
IWC
753
Integrated Wealth Concepts
Massachusetts
$365K +$14.5K +122 +4%
LA
754
LexAurum Advisors
Kansas
$363K -$35.1K -295 -9%
AG
755
AlphaSimPlex Group
Massachusetts
$358K +$333K +2,792 New
VAS
756
Vestmark Advisory Solutions
Massachusetts
$356K +$40.7K +342 +14%
RWA
757
River Wealth Advisors
Pennsylvania
$353K +$23.8K +200 +8%
EI
758
Ellevest Inc
New York
$348K +$36.4K +306 +13%
WPC
759
Wedmont Private Capital
Pennsylvania
$342K +$308K +2,582 New
PWPS
760
Pinnacle Wealth Planning Services
Ohio
$341K +$316K +2,654 New
PAG
761
Private Advisory Group
Washington
$340K -$1.83M -15,369 -85%
SG
762
StoneX Group
New York
$337K +$313K +2,629 New
OQS
763
Occudo Quantitative Strategies
Florida
$337K +$313K +2,628 New
GT
764
Glenmede Trust
Pennsylvania
$336K -$48.2K -405 -13%
OIA
765
OneDigital Investment Advisors
Kansas
$334K +$54.4K +457 +21%
C
766
CEDRUS
Colorado
$330K +$44.4K +373 +17%
LWM
767
Laidlaw Wealth Management
New York
$330K +$307K +2,574 New
AWA
768
Aaron Wealth Advisors
Illinois
$329K +$19.7K +165 +7%
EWM
769
Evercore Wealth Management
New York
$326K -$357 -3 -0.1%
GTCM
770
Gyon Technologies Capital Management
New Jersey
$325K +$301K +2,531 New
SEA
771
Stegent Equity Advisors
Texas
$324K – – –
XWM
772
Xcel Wealth Management
Florida
$321K -$329K -2,765 -53%
IFO
773
Independent Family Office
New York
$321K – – –
SVCP
774
Silicon Valley Capital Partners
California
$321K – – –
SI
775
Symmetry Investments
Jersey
$316K +$293K +2,460 New
29 30
31
32 33