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Name Holding Trade Value Shares
Change 		Change in
Stake
HHRDM
776
H&H Retirement Design & Management
Nevada
$527K +$3.12K +24 +0.6%
AI
777
AdvisorShares Investments
Maryland
$525K +$2.34K +18 +0.4%
AWC
778
Abundance Wealth Counselors
Pennsylvania
$522K +$537K +4,131 New
RA
779
Resolute Advisors
California
$521K – – –
SAI
780
Savvy Advisors Inc
New York
$517K +$29K +223 +6%
BAM
781
Boyar Asset Management
New York
$514K +$530K +4,074 New
JC
782
Jacobs & Co
California
$513K -$650K -4,996 -55%
OFS
783
OneAscent Financial Services
Alabama
$509K +$17.4K +134 +3%
CI
784
Cigna Investments
Connecticut
$507K -$19.2K -148 -4%
VWM
785
Venturi Wealth Management
Texas
$505K +$191K +1,469 +58%
BPCE
786
Bank Pictet & Cie (Europe)
Germany
$505K +$79.5K +611 +18%
MCP
787
Mirador Capital Partners
California
$504K – – –
AAB
788
ABN AMRO Bank
Netherlands
$500K – – –
IFWM
789
Institute for Wealth Management
Colorado
$498K – – –
TPWA
790
TRUE Private Wealth Advisors
Oregon
$498K -$21.5K -165 -4%
XWM
791
Xcel Wealth Management
Florida
$496K -$1.95K -15 -0.4%
DF
792
Define Financial
California
$495K – – –
PFPG
793
Pinnacle Financial Partners (Georgia)
Georgia
$493K +$1.95K +15 +0.4%
UW
794
Unique Wealth
Florida
$492K +$507K +3,898 New
OIS
795
OneAscent Investment Solutions
Alabama
$492K +$69.7K +536 +16%
IA
796
IFP Advisors
Florida
$491K +$56.4K +434 +13%
OCA
797
OpenArc Corporate Advisory
Georgia
$489K +$155K +1,195 +45%
DAL
798
Delta Accumulation LLC
California
$486K – – –
OAM
799
Oxford Asset Management
United Kingdom
$485K +$500K +3,841 New
ADMI
800
Albert D. Mason Inc
Massachusetts
$479K -$8.06K -62 -2%
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