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Name Holding Trade Value Shares
Change 		Change in
Stake
LOAMU
801
Lombard Odier Asset Management (USA)
New York
$497K -$1.48M -412 -74%
CAG
802
Crestwood Advisors Group
Massachusetts
$497K -$50.2K -14 -9%
RPWA
803
Regent Peak Wealth Advisors
Georgia
$493K -$10.8K -3 -2%
SP
804
Sequent Planning
Nebraska
$493K – – –
LOIP
805
Live Oak Investment Partners
Texas
$483K -$1.05M -292 -67%
ABWM
806
Alpine Bank Wealth Management
Colorado
$483K – – –
WC
807
Woodstock Corp
Massachusetts
$483K – – –
PAI
808
Pittenger & Anderson Inc
Nebraska
$483K +$68.2K +19 +15%
MG
809
Mather Group
Illinois
$480K -$10.8K -3 -2%
LCM
810
LCM Capital Management
Illinois
$480K – – –
KWM
811
KFG Wealth Management
Indiana
$480K +$10.8K +3 +2%
G
812
GenTrust
Florida
$476K -$25.1K -7 -5%
SG
813
StoneX Group
New York
$476K -$14.4K -4 -3%
MMCM
814
Murphy & Mullick Capital Management
New York
$476K -$7.18K -2 -1%
DC
815
Davenport & Co
Virginia
$475K -$452K -126 -47%
BFO
816
Boston Family Office
Massachusetts
$473K +$46.6K +13 +10%
SRS
817
Strong Retirement Solutions
Washington
$473K +$502K +140 New
FC
818
FCA Corp
Texas
$473K -$10.8K -3 -2%
BAAM
819
Baker Avenue Asset Management
California
$468K +$93.3K +26 +23%
BS
820
Banco Santander
Spain
$463K -$2.22M -620 -82%
QI
821
Qtron Investments
Massachusetts
$456K – – –
S
822
Storgate
Texas
$456K +$21.5K +6 +5%
FIC
823
FCG Investment Company
Tennessee
$456K +$484K +135 New
PWP
824
Prasad Wealth Partners
Ohio
$456K – – –
HAG
825
HighPoint Advisor Group
Illinois
$446K -$1.04M -291 -69%
31 32
33
34 35