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Name Holding Trade Value Shares
Change 		Change in
Stake
TCBWMS
1851
Texas Capital Bank Wealth Management Services
Texas
$316K -$152K -2,069 -32%
APFP
1852
Action Point Financial Planning
Michigan
$315K +$321K +4,372 New
EB
1853
Eastern Bank
Massachusetts
$314K -$244K -3,329 -43%
AAM
1854
Aureus Asset Management
Massachusetts
$314K – – –
RWA
1855
Roberts Wealth Advisors
California
$313K – – –
NMC
1856
Nine Masts Capital
Hong Kong
$312K +$307K +4,186 +2,969%
RF
1857
Rossby Financial
Florida
$312K -$2.05K -28 -0.6%
SWA
1858
Strata Wealth Advisors
Texas
$312K +$5.13K +70 +2%
CS
1859
Cannell & Spears
New York
$309K -$918K -12,513 -75%
CCWP
1860
Cedar Cove Wealth Partners
Minnesota
$306K +$4.18K +57 +1%
SMH
1861
Sanders Morris Harris
Texas
$305K – – –
WCM
1862
Wedge Capital Management
North Carolina
$303K -$19K -259 -6%
PGWM
1863
Pitti Group Wealth Management
New York
$303K +$18.2K +248 +6%
EP
1864
Elkhorn Partners
Nebraska
$303K +$117K +1,600 +62%
CGA
1865
Crescent Grove Advisors
Illinois
$302K +$31.2K +425 +11%
SP
1866
Saranac Partners
$301K +$306K +4,172 New
TGAM
1867
TBH Global Asset Management
Tennessee
$300K – – –
FLPIM
1868
F.L. Putnam Investment Management
Massachusetts
$299K -$3.45K -47 -1%
GLA
1869
Great Lakes Advisors
Illinois
$298K -$293K -3,999 -49%
SSWM
1870
Strait & Sound Wealth Management
California
$298K -$19.5K -266 -6%
BPAMU
1871
BTG Pactual Asset Management US
New York
$297K -$440K -6,000 -59%
BIG
1872
Brookwood Investment Group
Arizona
$297K +$302K +4,114 New
EPG
1873
Estate Planners Group
Pennsylvania
$296K -$219K -2,992 -42%
GWANC
1874
Guardian Wealth Advisors (North Carolina)
North Carolina
$296K +$1.47K +20 +0.5%
FPL
1875
Fortress Private Ledger
North Carolina
$295K +$72.6K +990 +32%
73 74
75
76 77