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Name Holding Trade Value Shares
Change 		Change in
Stake
OFA
2751
Oak Family Advisors
Illinois
$5.57M +$161K +710 +3%
SLC
2752
Second Line Capital
Louisiana
$5.57M +$550K +2,430 +11%
PIWA
2753
Prevail Innovative Wealth Advisors
Kansas
$5.57M +$215K +952 +4%
PAM
2754
Peak Asset Management
Colorado
$5.56M +$22.6K +100 +0.4%
LCM
2755
Legato Capital Management
California
$5.55M – – –
PWM
2756
Palacios Wealth Management
Florida
$5.54M +$274K +1,209 +5%
GA
2757
GSG Advisors
New Jersey
$5.54M -$31.9K -141 -0.6%
SG
2758
Somerset Group
Minnesota
$5.53M -$7.02K -31 -0.1%
1WM
2759
1900 Wealth Management
Texas
$5.53M +$432K +1,908 +8%
EGA
2760
E&G Advisors
Texas
$5.52M +$29.2K +129 +0.5%
AWC
2761
Abundance Wealth Counselors
Pennsylvania
$5.51M -$299K -1,321 -5%
OCA
2762
Otter Creek Advisors
Florida
$5.5M +$2.18M +9,644 +63%
MCA
2763
Magnolia Capital Advisors
Mississippi
$5.5M -$203K -899 -3%
GF
2764
Gries Financial
Ohio
$5.5M +$113K +498 +2%
SFC
2765
Strategic Financial Concepts
Texas
$5.48M -$940K -4,154 -14%
QWM
2766
Quaker Wealth Management
New Jersey
$5.48M -$270K -1,195 -5%
LP
2767
Longaeva Partners
Illinois
$5.48M +$5.65M +24,963 New
HIS
2768
Horizon Investment Services
Indiana
$5.47M +$309K +1,365 +6%
RAM
2769
Riggs Asset Management
Pennsylvania
$5.47M +$1.36K +6 +0%
SP
2770
Saranac Partners
$5.47M +$327K +1,444 +6%
EFH
2771
Eaton Financial Holdings
Florida
$5.47M -$513K -2,268 -8%
PC
2772
Panoramic Capital
California
$5.45M -$2.02M -8,923 -26%
FDS
2773
Freedom Day Solutions
Texas
$5.45M +$24.9K +110 +0.4%
EPIME
2774
Evelyn Partners Investment Management (Europe)
$5.45M -$96.9K -428 -2%
DRS
2775
Deane Retirement Strategies
Louisiana
$5.45M -$51.6K -228 -0.9%
109 110
111
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