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Name Holding Trade Value Shares
Change 		Change in
Stake
SHFA
1876
SC&H Financial Advisors
Maryland
$469K – – –
RSA
1877
River Street Advisors
Illinois
$468K +$386K +957 New
KCFA
1878
Key Client Fiduciary Advisors
New Jersey
$467K -$13.7K -34 -3%
EWP
1879
Elevation Wealth Partners
California
$466K – – –
BCFD
1880
Boit C.F. David
$465K – – –
HA
1881
Herold Advisors
New York
$465K +$80.6K +200 +27%
MKA
1882
M. Kulyk & Associates
Georgia
$464K -$10.5K -26 -3%
CBFP
1883
Cedar Brook Financial Partners
Ohio
$462K -$15.3K -38 -4%
AR
1884
Advisory Research
Illinois
$460K +$379K +941 New
PWMG
1885
Provence Wealth Management Group
California
$459K +$93.5K +232 +33%
BFIC
1886
Bedell Frazier Investment Counselling
California
$457K – – –
XT
1887
XTX Topco
Cayman Islands
$457K +$376K +934 New
SB
1888
Strategic Blueprint
Georgia
$456K +$46.3K +115 +14%
OLVIG
1889
Oliver Lagore Vanvalin Investment Group
Michigan
$455K +$175K +435 +88%
RWMG
1890
Redwood Wealth Management Group
New Jersey
$455K +$375K +930 New
EFSCE
1891
Enterprise Financial Services Corp (EFSC)
Missouri
$452K -$5.64K -14 -1%
EP
1892
EPIQ Partners
Minnesota
$451K – – –
AWM
1893
Angeles Wealth Management
California
$450K +$9.27K +23 +3%
LOAMU
1894
Lombard Odier Asset Management (USA)
New York
$450K – – –
SAMC
1895
Spectrum Asset Management (California)
California
$448K – – –
CCA
1896
Column Capital Advisors
Indiana
$448K +$20.1K +50 +6%
PWMG
1897
Prestige Wealth Management Group
New Jersey
$447K +$5.64K +14 +2%
OC
1898
Oakworth Capital
Alabama
$446K -$14.5K -36 -4%
SHJ
1899
Sharkey, Howes & Javer
Colorado
$446K – – –
YIA
1900
YHB Investment Advisors
Connecticut
$445K -$10.1K -25 -3%
74 75
76
77 78