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Name Holding Trade Value Shares
Change 		Change in
Stake
CLA
1601
Carnegie Lake Advisors
New Jersey
$484K +$458K +11,596 New
TWA
1602
TCI Wealth Advisors
Arizona
$483K +$2.72K +69 +0.6%
DC
1603
DeDora Capital
California
$483K -$209K -5,293 -31%
FCM
1604
Fourpath Capital Management
Oklahoma
$481K +$49.1K +1,243 +12%
IFU
1605
iSAM Funds (UK)
United Kingdom
$480K +$453K +11,484 New
SFM
1606
Systematic Financial Management
New Jersey
$476K – – –
BMC
1607
Beaton Management Company
Massachusetts
$474K – – –
WB
1608
Webster Bank
Connecticut
$472K +$7.42K +188 +2%
KCFA
1609
Key Client Fiduciary Advisors
New Jersey
$472K -$1.07K -27 -0.2%
TPWA
1610
TRUE Private Wealth Advisors
Oregon
$471K -$81.5K -2,064 -15%
TA
1611
TFG Advisers
Michigan
$471K +$51K +1,291 +13%
BPWM
1612
Badgley Phelps Wealth Managers
Washington
$469K +$155K +3,935 +54%
ZB
1613
Zions Bancorporation
Utah
$469K -$17.9K -453 -4%
PCP
1614
Proficio Capital Partners
Massachusetts
$466K -$1.03M -26,099 -70%
CCM
1615
Chiron Capital Management
Florida
$466K -$22.9K -579 -5%
PWM
1616
Paulson Wealth Management
Illinois
$464K -$1.93K -49 -0.4%
FA
1617
FF Advisors
California
$464K -$592 -15 -0.1%
CWP
1618
Cyndeo Wealth Partners
Florida
$464K +$109K +2,751 +33%
BCA
1619
Bay Colony Advisors
Massachusetts
$463K -$12.3K -312 -3%
EW
1620
Elyxium Wealth
California
$462K +$437K +11,067 New
OFS
1621
OneAscent Financial Services
Alabama
$462K -$58.8K -1,489 -12%
CA
1622
CoreCap Advisors
Michigan
$462K -$108K -2,736 -20%
GSC
1623
Ground Swell Capital
South Carolina
$461K +$435K +11,029 New
SCP
1624
Sivia Capital Partners
California
$460K +$13.3K +336 +3%
SWA
1625
Stratos Wealth Advisors
Ohio
$459K -$32.6K -825 -7%
63 64
65
66 67