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Name Holding Trade Value Shares
Change 		Change in
Stake
XT
1801
XTX Topco
Cayman Islands
$2.6M +$2.72M +11,304 New
GSWM
1802
Greenup Street Wealth Management
Michigan
$2.6M +$331K +1,378 +14%
VFA
1803
Voya Financial Advisors
Connecticut
$2.59M +$79.1K +329 +3%
APP
1804
Avantax Planning Partners
Iowa
$2.59M +$71.2K +296 +3%
UAS
1805
United Asset Strategies
New York
$2.59M +$84.9K +353 +3%
AWM
1806
Avior Wealth Management
Nebraska
$2.59M -$25.7K -107 -0.9%
WAP
1807
Wealthcare Advisory Partners
Pennsylvania
$2.59M -$45.7K -190 -2%
MBT
1808
Montecito Bank & Trust
California
$2.58M – – –
HCA
1809
Horan Capital Advisors
Ohio
$2.58M +$304K +1,265 +13%
OCA
1810
Otter Creek Advisors
Florida
$2.58M +$1.08M +4,500 +67%
1WA
1811
180 Wealth Advisors
Washington
$2.58M +$103K +427 +4%
MCA
1812
Martin Capital Advisors
Texas
$2.58M +$9.37K +39 +0.3%
LAM
1813
Lynch Asset Management
Pennsylvania
$2.58M – – –
CFMC
1814
Curbstone Financial Management Corp
New Hampshire
$2.57M +$24K +100 +0.9%
WP
1815
WealthPLAN Partners
Nebraska
$2.57M +$1.24M +5,142 +85%
FGP
1816
Foyston, Gordon, & Payne
Ontario, Canada
$2.56M +$311K +1,295 +13%
BFS
1817
Bard Financial Services
Connecticut
$2.55M +$1.2K +5 +0%
PFBT
1818
Parkside Financial Bank & Trust
Missouri
$2.54M +$79.1K +329 +3%
FFA
1819
Farther Finance Advisors
California
$2.54M +$856K +3,563 +48%
EWM
1820
Evermay Wealth Management
Virginia
$2.54M -$39.9K -166 -1%
PCS
1821
Personal CFO Solutions
New Jersey
$2.53M -$12.5K -52 -0.5%
FCP
1822
Fidelis Capital Partners
Florida
$2.52M +$284K +1,183 +12%
MC
1823
Martin & Co
Tennessee
$2.52M +$59.9K +249 +2%
BIA
1824
Benchmark Investment Advisors
Illinois
$2.52M +$21.6K +90 +0.8%
CIC
1825
Cornercap Investment Counsel
Georgia
$2.52M +$36.8K +153 +1%
71 72
73
74 75