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Name Holding Trade Value Shares
Change 		Change in
Stake
WBC
1326
West Branch Capital
Massachusetts
$5.17M +$213K +519 +6%
LSA
1327
L & S Advisors
California
$5.16M +$3.64M +8,888 New
LSPW
1328
Lake Street Private Wealth
Illinois
$5.15M -$531K -1,294 -13%
OFS
1329
OneAscent Financial Services
Alabama
$5.15M +$436K +1,064 +14%
BAM
1330
Byrne Asset Management
New Jersey
$5.15M -$1M -2,447 -22%
AA
1331
Ahara Advisors
New Jersey
$5.14M +$540K +1,316 +17%
GTAM
1332
Global Trust Asset Management
Florida
$5.13M -$375K -915 -9%
PCM
1333
Polymer Capital Management
New York
$5.12M -$5.16M -12,583 -59%
OQS
1334
Occudo Quantitative Strategies
Florida
$5.12M +$3.61M +8,812 New
RIA
1335
Regal Investment Advisors
Michigan
$5.12M +$40.6K +99 +1%
GWM
1336
Goldenstone Wealth Management
California
$5.11M -$43.5K -106 -1%
PA
1337
PFG Advisors
Arizona
$5.1M -$845K -2,060 -19%
XWM
1338
Xcel Wealth Management
Florida
$5.09M -$1.56M -3,802 -30%
EP
1339
Edgestream Partners
New Jersey
$5.09M -$424K -1,033 -11%
BI
1340
Ballast Inc
Kentucky
$5.08M -$6.97K -17 -0.2%
SVWAG
1341
Sound View Wealth Advisors Group
Georgia
$5.08M +$312K +762 +10%
AI
1342
Arvest Investments
Arkansas
$5.07M -$130K -318 -4%
HBT
1343
Heartland Bank & Trust
Illinois
$5.07M -$1.15M -2,813 -24%
CMI
1344
Clare Market Investments
Texas
$5.07M -$1.11M -2,707 -24%
BCM
1345
Boltwood Capital Management
California
$5.03M -$17.6K -43 -0.5%
VAM
1346
Verity Asset Management
North Carolina
$5.03M -$1.01M -2,455 -22%
OA
1347
Operose Advisors
Wisconsin
$5.02M -$18.4K -45 -0.5%
BPAMU
1348
BTG Pactual Asset Management US
New York
$5.01M +$2.14M +5,216 +153%
GIPW
1349
Granite Islands Private Wealth
Connecticut
$5M +$159K +388 +5%
WETS
1350
Wealth Enhancement Trust Services
South Dakota
$4.99M +$176K +429 +5%
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