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TPR

Name Holding Trade Value Shares
Change 		Change in
Stake
BCWM
601
Bartlett & Co Wealth Management
Ohio
$255K +$151 +2 +0.1%
SIA
602
SeaBridge Investment Advisors
New Jersey
$255K -$47.9K -633 -15%
DA
603
Denali Advisors
California
$254K -$191K -2,522 -41%
SLAM
604
Swiss Life Asset Management
$253K +$15.7K +208 +6%
XT
605
XTX Topco
Cayman Islands
$252K -$395K -5,221 -59%
IFU
606
iSAM Funds (UK)
United Kingdom
$251K +$270K +3,570 New
CFG
607
CMC Financial Group
Georgia
$249K +$268K +3,543 New
BJL
608
Brighton Jones LLC
Washington
$246K +$265K +3,498 New
AWS
609
Atria Wealth Solutions
New York
$246K -$129K -1,711 -33%
ORG
610
Optimist Retirement Group
Washington
$245K +$264K +3,485 New
PWAM
611
Papamarkou Wellner Asset Management
New York
$245K +$263K +3,475 New
DWA
612
Dorsey Wright & Associates
California
$243K +$261K +3,450 New
PAG
613
Poinciana Advisors Group
Florida
$242K – – –
RFA
614
Reyes Financial Architecture
California
$241K +$166K +2,190 +178%
MAS
615
Meeder Advisory Services
Ohio
$241K +$259K +3,416 New
AG
616
Ascent Group
Virginia
$240K +$258K +3,409 New
CCB
617
Cutter & Co Brokerage
Missouri
$239K -$53.6K -708 -17%
KFGK
618
Keystone Financial Group (Kentucky)
Kentucky
$238K +$256K +3,385 New
ACA
619
Atlas Capital Advisors
Wyoming
$238K +$160K +2,110 +167%
TBT
620
Texas Bank & Trust
Texas
$237K -$45.4K -600 -15%
ACA
621
Aptus Capital Advisors
Alabama
$233K +$16K +211 +7%
CF
622
Convergence Financial
Missouri
$232K +$249K +3,288 New
IC
623
Inscription Capital
Texas
$230K +$366K +4,837 New
HNB
624
Huntington National Bank
Ohio
$228K +$117K +1,541 +91%
MCA
625
Martin Capital Advisors
Texas
$226K -$3.78K -50 -2%
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