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Name Holding Trade Value Shares
Change 		Change in
Stake
OFS
526
OneAscent Financial Services
Alabama
$339K +$237K +2,599 New
FT
527
Fiduciary Trust
Massachusetts
$339K +$237K +2,596 New
OIA
528
OneDigital Investment Advisors
Kansas
$336K +$234K +2,570 New
MCM
529
Manchester Capital Management
Vermont
$327K – – –
GA
530
Goldstein Advisors
Wisconsin
$325K +$227K +2,489 New
ECM
531
Evergreen Capital Management
Washington
$325K +$2.74K +30 +1%
BIG
532
Brooklyn Investment Group
New York
$324K +$227K +2,484 New
QI
533
Qtron Investments
Massachusetts
$323K +$225K +2,471 New
IFG
534
Independent Financial Group
California
$316K -$164K -1,800 -43%
IWM
535
IHT Wealth Management
Illinois
$316K +$221K +2,417 New
VT
536
Vise Technologies
New York
$315K +$220K +2,416 New
MSAM
537
Moloney Securities Asset Management
Missouri
$313K +$219K +2,395 New
BPA
538
Beacon Pointe Advisors
California
$312K +$218K +2,390 New
PCM
539
Penserra Capital Management
California
$307K -$3.03M -33,226 -93%
AFG
540
Atomi Financial Group
New York
$305K +$213K +2,336 New
BCP
541
Blackhawk Capital Partners
Wisconsin
$305K +$213K +2,335 New
SW
542
Simplicity Wealth
New Jersey
$305K -$252K -2,762 -54%
FHA
543
First Horizon Advisors
Tennessee
$304K +$48.6K +533 +30%
AWS
544
Atria Wealth Solutions
New York
$303K +$212K +2,323 New
FTDI
545
First Trust Direct Indexing
Massachusetts
$296K +$207K +2,268 New
CWM
546
Circle Wealth Management
New Jersey
$296K +$207K +2,266 New
PFS
547
Prospera Financial Services
Texas
$294K +$206K +2,254 New
HAG
548
HighPoint Advisor Group
Illinois
$293K +$163K +1,791 New
ASN
549
Advisory Services Network
Georgia
$293K – – –
AWA
550
Arkadios Wealth Advisors
Georgia
$292K +$204K +2,239 New
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