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Name Holding Trade Value Shares
Change 		Change in
Stake
TCBWMS
2326
Texas Capital Bank Wealth Management Services
Texas
$330K -$1.23M -29,251 -78%
S
2327
SimplyRich
California
$330K – – –
VCM
2328
Vivaldi Capital Management
Illinois
$330K +$68.9K +1,634 +25%
HCP
2329
Hardin Capital Partners
South Carolina
$330K – – –
SPA
2330
Shore Point Advisors
New Jersey
$329K -$37.7K -893 -10%
OFO
2331
OneAscent Family Office
Alabama
$329K +$347K +8,230 New
HA
2332
Huntleigh Advisors
Missouri
$329K +$347K +8,220 New
BWP
2333
Bernardo Wealth Planning
Pennsylvania
$328K +$928 +22 +0.3%
CCC
2334
Compass Capital Corp
Massachusetts
$328K +$349K +8,270 New
NGA
2335
Naples Global Advisors
Florida
$327K -$25.3K -600 -7%
GBT
2336
Grove Bank & Trust
Florida
$327K -$14.9K -354 -4%
PSB
2337
Piscataqua Savings Bank
New Hampshire
$327K – – –
SL
2338
Sentinus LLC
Illinois
$326K -$5.23K -124 -1%
SL
2339
Sentry LLC
Tennessee
$326K -$12.7K -300 -4%
FWM
2340
FFT Wealth Management
Pennsylvania
$326K +$28.2K +669 +9%
ISFAN
2341
Investor's Fiduciary Advisor Network
Washington
$326K +$345K +8,167 New
APM
2342
Advanced Portfolio Management
New York
$326K +$349K +8,267 New
GC
2343
GatePass Capital
Ohio
$325K +$343K +8,139 New
SCM
2344
Sterneck Capital Management
Missouri
$325K – – –
CF
2345
Convergence Financial
Missouri
$325K +$80.7K +1,914 +31%
RPWA
2346
Regent Peak Wealth Advisors
Georgia
$325K +$2.62K +62 +0.8%
WMWM
2347
Whitaker-Myers Wealth Managers
Ohio
$325K +$342K +8,117 New
EIP
2348
Ellis Investment Partners
Pennsylvania
$325K -$1.14K -27 -0.3%
HBT
2349
Heartland Bank & Trust
Illinois
$324K -$33.2K -788 -9%
FCFC
2350
First Commonwealth Financial Corp
Pennsylvania
$324K -$18.8K -445 -5%
92 93
94
95 96