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Name Holding Trade Value Shares
Change 		Change in
Stake
UCB
1051
United Community Bank
South Carolina
$387K -$307K -665 -55%
JSL
1052
JT Stratford LLC
Georgia
$387K -$29.1K -63 -10%
KIM
1053
Kane Investment Management
California
$387K -$20.3K -44 -8%
OIS
1054
OneAscent Investment Solutions
Alabama
$384K -$183K -397 -43%
CWA
1055
CogentBlue Wealth Advisors
Tennessee
$382K +$245K +531 New
CCMG
1056
Clark Capital Management Group
Pennsylvania
$379K +$243K +528 New
LCM
1057
Landscape Capital Management
New Jersey
$379K +$243K +528 New
IDA
1058
Intelligence Driven Advisers
California
$379K +$243K +527 New
FFS
1059
Founders Financial Securities
Maryland
$378K +$243K +526 New
PIA
1060
Petredis Investment Advisors
Pennsylvania
$378K +$243K +526 New
CA
1061
Clearstead Advisors
Ohio
$377K +$138K +300 +133%
EAM
1062
Empirical Asset Management
Massachusetts
$377K +$242K +525 New
WSFS
1063
Wilmington Savings Fund Society
Delaware
$376K -$720K -1,562 -75%
VWM
1064
Vigilare Wealth Management
Arizona
$376K +$241K +523 New
QFW
1065
QTR Family Wealth
Florida
$374K -$30K -65 -11%
IWN
1066
Independent Wealth Network
Iowa
$374K -$24.4K -53 -9%
AHL
1067
Abel Hall LLC
Louisiana
$372K +$239K +518 New
MWM
1068
Moran Wealth Management
Florida
$372K +$239K +518 New
GSEP
1069
Golden State Equity Partners
California
$370K +$237K +515 New
MFF
1070
Michels Family Financial
Texas
$366K +$235K +510 New
EFI
1071
EHP Funds Inc
Canada
$365K +$234K +508 New
WC
1072
Wexford Capital
Florida
$364K +$234K +507 New
PIA
1073
Perennial Investment Advisors
California
$364K +$233K +506 New
GWM
1074
GK Wealth Management
Nevada
$362K +$232K +504 New
NP
1075
Nilsine Partners
Colorado
$360K +$231K +501 New
41 42
43
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