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Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
1301
TRB Wealth Management
Texas
$3.75M +$4.15M +10,075 New
SMC
1302
Smith, Moore & Co
Missouri
$3.75M +$386K +936 +10%
TFS
1303
Thoroughbred Financial Services
Tennessee
$3.74M -$262K -636 -6%
VAG
1304
VisionPoint Advisory Group
Texas
$3.74M +$39.1K +95 +1%
EWS
1305
Evergreen Wealth Solutions
Pennsylvania
$3.73M +$2.77M +6,724 +202%
NFG
1306
Nadler Financial Group
Illinois
$3.73M -$4.53K -11 -0.1%
AC
1307
Apella Capital
Connecticut
$3.72M +$1.74M +4,220 +83%
TCM
1308
Turas Capital Management
Massachusetts
$3.72M +$3.21M +7,800 +355%
FHC
1309
First Horizon Corporation
Tennessee
$3.7M +$102K +248 +3%
AWM
1310
Adams Wealth Management
Utah
$3.7M -$255K -618 -6%
BJF
1311
Blue Jean Financial
New York
$3.7M -$94.3K -229 -2%
MAWA
1312
Moss Adams Wealth Advisors
Washington
$3.7M +$261K +634 +7%
KFP
1313
KMG Fiduciary Partners
Ohio
$3.69M +$37.9K +92 +0.9%
CPRC
1314
Consolidated Portfolio Review Corp
New York
$3.68M +$1.88M +4,555 +85%
PRA
1315
Pine Ridge Advisers
New York
$3.68M +$1.88M +4,555 +85%
FMWA
1316
Forvis Mazars Wealth Advisors
Missouri
$3.66M +$37.1K +90 +0.9%
TC
1317
TownSquare Capital
Utah
$3.66M +$124K +301 +3%
WAG
1318
Winthrop Advisory Group
Massachusetts
$3.64M +$17.3K +42 +0.4%
AIM
1319
Anchor Investment Management
South Carolina
$3.64M +$110K +268 +3%
AC
1320
Avant Capital
Louisiana
$3.63M +$396K +961 +11%
DT
1321
DV Trading
Illinois
$3.62M +$2.64M +6,407 +192%
VIP
1322
Vista Investment Partners
Oklahoma
$3.62M +$3.3K +8 +0.1%
VW
1323
Vance Wealth
California
$3.61M +$189K +460 +5%
SFP
1324
Shepherd Financial Partners
Massachusetts
$3.6M -$110K -268 -3%
GM
1325
GeoWealth Management
Illinois
$3.6M +$352K +854 +10%
51 52
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