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CB

Name Holding Trade Value Shares
Change 		Change in
Stake
ATPW
701
Ashton Thomas Private Wealth
Arizona
$1.41M +$531K +2,627 +63%
RMC
702
Resources Management Corp
Connecticut
$1.41M +$47.5K +235 +4%
TA
703
TFG Advisers
Michigan
$1.39M +$110K +543 +9%
JWCA
704
J.W. Coons Advisors
Ohio
$1.39M -$211K -1,042 -14%
CWM
705
Cordatus Wealth Management
Pennsylvania
$1.37M -$35K -173 -3%
JAG
706
Journey Advisory Group
Kentucky
$1.37M +$79.7K +394 +6%
VAG
707
VisionPoint Advisory Group
Texas
$1.36M +$1.32M +6,533 New
SCP
708
Shorepoint Capital Partners
Massachusetts
$1.35M -$49.5K -245 -4%
MCM
709
McRae Capital Management
New Jersey
$1.34M +$35.4K +175 +3%
CHAM
710
Clear Harbor Asset Management
Connecticut
$1.34M +$10.1K +50 +0.8%
TDC
711
Thompson Davis & Co
Virginia
$1.33M – – –
TPW
712
Transatlantique Private Wealth
New York
$1.33M – – –
QI
713
Qtron Investments
Massachusetts
$1.33M -$74.4K -368 -5%
TPCW
714
TD Private Client Wealth
New York
$1.33M +$178K +880 +16%
FM
715
Foster & Motley
Ohio
$1.33M +$4.65K +23 +0.4%
DFC
716
DB Fitzpatrick & Co
Idaho
$1.32M +$23.9K +118 +2%
DEA
717
DoubleLine ETF Adviser
Florida
$1.32M +$57.6K +285 +5%
PL
718
Perpetual Ltd
Australia
$1.3M +$99.5K +492 +9%
CCP
719
Cunning Capital Partners
North Carolina
$1.3M +$1.27M +6,265 New
CFD
720
Creative Financial Designs
Indiana
$1.3M -$44.3K -219 -3%
NW
721
NewEdge Wealth
Pennsylvania
$1.29M -$243K -1,203 -16%
BC
722
Burney Company
Virginia
$1.29M -$12.1K -60 -1%
TRIA
723
Trail Ridge Investment Advisors
Colorado
$1.28M – – –
CAG
724
Csenge Advisory Group
Florida
$1.27M +$188K +930 +18%
VVP
725
Venture Visionary Partners
Ohio
$1.27M – – –
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