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Name Holding Trade Value Shares
Change 		Change in
Stake
EFS
751
Essex Financial Services
Connecticut
$12.8M -$125K -359 -1%
FA
752
Fiduciary Alliance
South Carolina
$12.7M +$818K +2,358 +9%
WHG
753
Westwood Holdings Group
Texas
$12.7M +$8.34M +24,043 +524%
SAI
754
Savvy Advisors Inc
New York
$12.7M +$2.06M +5,951 +26%
AWM
755
Avaii Wealth Management
Wisconsin
$12.5M +$3.5M +10,105 +56%
GWM
756
Geneos Wealth Management
Colorado
$12.5M -$2.6M -7,503 -21%
CA
757
Commerzbank Aktiengesellschaft
Germany
$12.5M +$724K +2,086 +8%
RWP
758
RWA Wealth Partners
Massachusetts
$12.5M +$2.66M +7,672 +38%
G
759
GenTrust
Florida
$12.5M +$180K +519 +2%
AG
760
Ascent Group
Virginia
$12.4M +$353K +1,018 +4%
AC
761
AlphaCore Capital
California
$12.4M +$1.88M +5,422 +24%
LFAS
762
Level Four Advisory Services
Texas
$12.4M +$86.4K +249 +0.9%
CI
763
Cigna Investments
Connecticut
$12.3M -$74.9K -216 -0.8%
JSL
764
JT Stratford LLC
Georgia
$12.2M +$1.86M +5,350 +24%
AWA
765
Arkadios Wealth Advisors
Georgia
$12.1M +$1.26M +3,647 +15%
SAI
766
Systematic Alpha Investments
New Jersey
$12.1M – – –
TF
767
Trek Financial
Arizona
$12.1M +$4.27M +12,316 +83%
FDC
768
Flight Deck Capital
California
$12.1M -$2.88M -8,300 -23%
SG
769
StoneX Group
New York
$12M +$1.47M +4,231 +19%
IAM
770
Infusive Asset Management
New York
$11.9M -$1.2M -3,454 -11%
MNBTD
771
Moody National Bank Trust Division
Texas
$11.9M -$178K -514 -2%
AAIS
772
ABN AMRO Investment Solutions
$11.9M +$9.28M +26,748 New
MIC
773
Means Investment Company
Maine
$11.8M +$49.6K +143 +0.5%
VWA
774
Visionary Wealth Advisors
Illinois
$11.8M -$171K -492 -2%
SF
775
Synovus Financial
Georgia
$11.7M -$745K -2,149 -8%
29 30
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