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Name Holding Trade Value Shares
Change 		Change in
Stake
WCA
1651
Waypoint Capital Advisors
Minnesota
$655K – – –
SHFA
1652
SS&H Financial Advisors
Michigan
$653K +$689K +1,433 New
HT
1653
Heritage Trust
Oklahoma
$650K – – –
RMDI
1654
R.M. Davis Inc
Maine
$649K -$10.6K -22 -2%
LA
1655
Latitude Advisors
Florida
$648K +$65.4K +136 +11%
ED
1656
Exane Derivatives
France
$647K +$6.74K +14 +1%
MIA
1657
MMBG Investment Advisors
Florida
$647K +$683K +1,420 New
CPIA
1658
Cornell Pochily Investment Advisors
New York
$645K +$78.9K +164 +13%
RWP
1659
Revolve Wealth Partners
New Jersey
$644K +$962 +2 +0.1%
BFG
1660
Berger Financial Group
Minnesota
$644K +$69.8K +145 +11%
IA
1661
Integrity Advisory
Kansas
$640K +$676K +1,405 New
6F
1662
626 Financial
Michigan
$636K +$248K +515 +58%
SG
1663
StoneX Group
New York
$636K +$130K +271 +24%
BCA
1664
Bay Colony Advisors
Massachusetts
$635K +$275K +572 +70%
KPW
1665
Kore Private Wealth
New York
$634K +$254K +527 +61%
EWA
1666
EverSource Wealth Advisors
Alabama
$631K +$201K +417 +43%
EWM
1667
EPG Wealth Management
Georgia
$628K +$90K +187 +16%
KP
1668
Keel Point
Alabama
$627K -$5.29K -11 -0.8%
RWP
1669
Ridgecrest Wealth Partners
California
$626K – – –
SSW
1670
Smith Shellnut Wilson
Mississippi
$624K -$192K -400 -23%
BA
1671
Bridgewater Advisors
New York
$622K +$24.1K +50 +4%
ZIM
1672
Zacks Investment Management
Illinois
$621K -$2.19M -4,557 -77%
WIA
1673
World Investment Advisors
California
$619K -$5.29K -11 -0.8%
BCM
1674
BTR Capital Management
California
$617K -$28.9K -60 -4%
NG
1675
Northstar Group
New York
$617K +$17.8K +37 +3%
65 66
67
68 69