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Name Holding Trade Value Shares
Change 		Change in
Stake
AA
1101
Alta Advisers
United Kingdom
$282K – – –
PCI
1102
Planning Center Inc
Illinois
$279K – – –
TC
1103
Trilogy Capital
California
$278K -$57K -340 -18%
CWA
1104
Canvas Wealth Advisors
Kansas
$278K +$266K +1,585 New
OA
1105
Operose Advisors
Wisconsin
$277K – – –
RWB
1106
RMR Wealth Builders
New Jersey
$275K -$9.89K -59 -4%
CPA
1107
Capital Planning Advisors
California
$275K -$30.4K -181 -10%
MSFS
1108
Main Street Financial Solutions
Pennsylvania
$275K +$1.51K +9 +0.6%
CIP
1109
Convergence Investment Partners
Florida
$273K -$15.9K -95 -6%
VFPI
1110
Vantage Financial Partners (Illinois)
Illinois
$273K – – –
BL
1111
Balentine LLC
Georgia
$273K -$1.9M -11,318 -88%
BST
1112
Bath Savings Trust
Maine
$271K -$4.19K -25 -2%
ECG
1113
Edge Capital Group
Georgia
$271K – – –
VWM
1114
Vigilare Wealth Management
Arizona
$271K – – –
IWP
1115
Invenio Wealth Partners
Florida
$271K +$41.8K +249 +19%
DMBA
1116
Deseret Mutual Benefit Administrators
Utah
$266K – – –
CIA
1117
Caerus Investment Advisors
Texas
$265K – – –
RCAG
1118
Rehmann Capital Advisory Group
Michigan
$265K -$66.7K -398 -21%
PWP
1119
Perfromance Wealth Partners
Illinois
$264K – – –
XWM
1120
Xcel Wealth Management
Florida
$264K – – –
NC
1121
nVerses Capital
Florida
$264K +$252K +1,500 New
FWM
1122
Forza Wealth Management
Florida
$264K – – –
TFM
1123
TFC Financial Management
Massachusetts
$261K – – –
MSWM
1124
McGlone Suttner Wealth Management
Wisconsin
$257K -$117K -700 -30%
MTC
1125
McDaniel Terry & Co
Texas
$257K -$16.9K -101 -6%
43 44
45
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