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Name Holding Trade Value Shares
Change 		Change in
Stake
TCBWMS
1676
Texas Capital Bank Wealth Management Services
Texas
$464K +$179K +2,321 +56%
NB
1677
Nicolet Bankshares
Wisconsin
$462K +$496K +6,446 New
SWA
1678
SFMG Wealth Advisors
Texas
$462K +$96.9K +1,259 +24%
YWS
1679
Yarger Wealth Strategies
Ohio
$461K +$104K +1,348 +27%
OA
1680
Operose Advisors
Wisconsin
$460K +$117K +1,518 +31%
CSA
1681
Cottage Street Advisors
Massachusetts
$459K -$208K -2,700 -30%
LI
1682
LRI Investments
Florida
$457K -$215K -2,797 -31%
PWP
1683
Principle Wealth Partners
Connecticut
$453K -$208K -2,707 -30%
PAI
1684
Pittenger & Anderson Inc
Nebraska
$453K -$4.87M -63,324 -91%
GSC
1685
G&S Capital
Colorado
$452K -$210K -2,726 -30%
AIA
1686
AssuredPartners Investment Advisors
Florida
$451K -$80.1K -1,041 -14%
LRWM
1687
Lord & Richards Wealth Management
Colorado
$447K +$15.1K +196 +3%
FMLI
1688
Fukoku Mutual Life Insurance
Japan
$444K – – –
DWM
1689
Drive Wealth Management
Utah
$442K +$75.4K +980 +19%
CH
1690
Cromwell Holdings
Wyoming
$441K – – –
MCA
1691
Millennium Capital Advisors
Arkansas
$441K +$23.5K +305 +5%
DFCM
1692
Dark Forest Capital Management
Puerto Rico
$440K +$471K +6,124 New
AIC
1693
Ayalon Insurance Company
Israel
$437K – – –
LF
1694
LifeSteps Financial
California
$437K +$847 +11 +0.2%
1WM
1695
1900 Wealth Management
Texas
$436K +$13.4K +174 +3%
BHC
1696
Bull Harbor Capital
Maryland
$436K +$466K +6,058 New
WG
1697
Wellington Group
Indiana
$435K +$121K +1,572 +35%
VWA
1698
Visionary Wealth Advisors
Illinois
$435K -$53.7K -698 -10%
CAM
1699
Concorde Asset Management
Michigan
$433K -$497K -6,454 -52%
ACM
1700
Advisors Capital Management
New Jersey
$433K -$34.5K -448 -7%
66 67
68
69 70