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Name Holding Trade Value Shares
Change 		Change in
Stake
HNWA
876
Henrickson Nauta Wealth Advisors
Michigan
$290K -$9.89K -175 -3%
SFG
877
Synergy Financial Group
California
$289K +$282 +5 +0.1%
IWA
878
IBEX Wealth Advisors
New Jersey
$288K +$307K +5,433 New
CHAM
879
Clear Harbor Asset Management
Connecticut
$286K – – –
PTC
880
Petrus Trust Company
Texas
$285K +$303K +5,370 New
SCM
881
Stevens Capital Management
Pennsylvania
$281K +$299K +5,295 New
S
882
SimplyRich
California
$279K +$21.2K +375 +8%
KAM
883
KEB Asset Management
Illinois
$279K -$49.4K -875 -14%
CA
884
Cache Advisors
California
$279K +$297K +5,255 New
CCM
885
Crew Capital Management
Ohio
$278K -$465K -8,230 -61%
LC
886
LCNB Corp
Ohio
$276K – – –
ICP
887
Impact Capital Partners
Colorado
$276K +$294K +5,198 New
QWM
888
Quadcap Wealth Management
Texas
$275K -$18.1K -320 -6%
TIA
889
Tiemann Investment Advisors
California
$275K – – –
DAS
890
Diversify Advisory Services
Utah
$274K -$15.1K -268 -5%
EH
891
Equitable Holdings
New York
$272K +$7.12K +126 +3%
SFS
892
Security Financial Services
Indiana
$272K +$16.9K +299 +6%
HCM
893
Hodges Capital Management
Texas
$270K – – –
RG
894
Rathbones Group
United Kingdom
$268K -$2.83K -50 -1%
CA
895
Crumly & Associates
Illinois
$268K -$11.3K -200 -4%
SC
896
Syon Capital
California
$267K +$76.6K +1,355 +37%
RS
897
R Squared
Hong Kong
$267K +$285K +5,040 New
BHBT
898
Burke & Herbert Bank & Trust
Virginia
$266K – – –
LS
899
Livforsakringsbolaget Skandia
Sweden
$266K – – –
EAM
900
Empirical Asset Management
Massachusetts
$265K -$45.8K -810 -14%
34 35
36
37 38