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Name Holding Trade Value Shares
Change 		Change in
Stake
PCA
1201
Pallas Capital Advisors
Massachusetts
$381K +$52K +215 +16%
PCI
1202
Planning Center Inc
Illinois
$379K – – –
DWM
1203
Darwin Wealth Management
Florida
$377K +$726 +3 +0.2%
EWA
1204
Exit Wealth Advisors
Georgia
$376K +$381K +1,572 New
EWM
1205
Evermay Wealth Management
Virginia
$375K -$726 -3 -0.2%
SMA
1206
Seven Mile Advisory
New Jersey
$375K +$155K +642 +69%
RG
1207
Renaissance Group
Kentucky
$374K – – –
BST
1208
Bath Savings Trust
Maine
$370K – – –
RWPA
1209
Richard W. Paul & Associates
Michigan
$370K -$4.36K -18 -1%
XWM
1210
Xcel Wealth Management
Florida
$369K +$10.2K +42 +3%
WLPWM
1211
Walled Lake Planning & Wealth Management
Illinois
$369K -$7.75K -32 -2%
YLHM
1212
Yelin Lapidot Holdings Management
Israel
$368K -$74.1K -306 -17%
EFG
1213
Everhart Financial Group
Ohio
$368K +$25.4K +105 +7%
SW
1214
SVB Wealth
Massachusetts
$367K -$15.3K -63 -4%
EFS
1215
Essex Financial Services
Connecticut
$367K +$22.8K +94 +7%
KA
1216
Klingman & Associates
New York
$366K +$77.5K +320 +27%
WTC
1217
WhitTier Trust Company
Nevada
$365K -$49.4K -204 -11%
WSFG
1218
Wall Street Financial Group
Illinois
$364K +$73.3K +303 +25%
PWP
1219
Perfromance Wealth Partners
Illinois
$363K +$1.21K +5 +0.3%
LOIM
1220
Liberty One Investment Management
Illinois
$363K +$44.3K +183 +14%
SPC
1221
Spirepoint Private Client
Florida
$360K +$126K +521 +53%
KFA
1222
Krane Funds Advisors
New York
$356K +$378K +1,561 New
AL
1223
Aspiriant LLC
California
$355K -$44.3K -183 -11%
FFN
1224
Focus Financial Network
Minnesota
$355K +$122K +503 +51%
OWM
1225
OneAscent Wealth Management
Alabama
$355K -$147K -609 -29%
47 48
49
50 51