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Name Holding Trade Value Shares
Change 		Change in
Stake
TCA
876
Transcend Capital Advisors
New Jersey
$362K +$397K +4,606 New
H
877
Hexavest
Quebec, Canada
$361K +$388K +4,508 +5,065%
OWA
878
Octavia Wealth Advisors
Ohio
$359K +$28.2K +327 +8%
BCM
879
Bienville Capital Management
New York
$358K – – –
PFGIA
880
Patriot Financial Group Insurance Agency
Massachusetts
$357K -$1.72K -20 -0.4%
VWM
881
Vigilare Wealth Management
Arizona
$356K +$390K +4,529 New
EWA
882
Evolution Wealth Advisors
Florida
$354K +$6.72K +78 +2%
PFO
883
Pathstone Family Office
New Jersey
$354K +$228K +2,653 +143%
AWE
884
Avidian Wealth Enterprises
Texas
$353K +$172K +2,000 +80%
FWM
885
Frontier Wealth Management
Missouri
$349K +$383K +4,451 New
WJA
886
Willis Johnson & Associates
Texas
$346K -$322K -3,745 -46%
HCM
887
Hollencrest Capital Management
California
$346K -$118K -1,371 -24%
PPW
888
Pasadena Private Wealth
California
$346K -$6.8K -79 -2%
BWP
889
Baldwin Wealth Partners
Massachusetts
$346K +$9.64K +112 +3%
CT
890
Columbia Trust
Oregon
$345K +$78K +906 +26%
AI
891
AXS Investments
New York
$345K +$378K +4,392 New
MSFS
892
Main Street Financial Solutions
Pennsylvania
$343K +$24.7K +287 +7%
DJYG
893
David J. Yvars Group
Florida
$343K +$149K +1,725 +65%
IEFM
894
IQ EQ Fund Management
Ireland
$343K +$376K +4,365 New
SW
895
SkyOak Wealth
Michigan
$342K +$83.5K +970 +31%
SS
896
Simplicity Solutions
Minnesota
$341K -$6.14M -71,364 -94%
SFG
897
SevenBridge Financial Group
Pennsylvania
$341K +$22.8K +265 +6%
AFC
898
AFT Forsyth & Company
Florida
$340K – – –
GBT
899
Grove Bank & Trust
Florida
$339K -$4.3K -50 -1%
RIA
900
Realta Investment Advisors
Delaware
$339K +$13.3K +155 +4%
34 35
36
37 38