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Name Holding Trade Value Shares
Change 		Change in
Stake
BFO
951
Boston Family Office
Massachusetts
$471K -$35K -711 -7%
LA
952
LexAurum Advisors
Kansas
$471K +$438K +8,892 New
CAG
953
Csenge Advisory Group
Florida
$468K +$450K +9,140 New
QTM
954
qPULA Trading Management
New York
$466K +$434K +8,800 New
HI
955
Horizon Investments
North Carolina
$466K +$434K +8,805 New
BMC
956
Beaton Management Company
Massachusetts
$465K – – –
IWM
957
IHT Wealth Management
Illinois
$463K +$48K +973 +13%
CCM
958
Compton Capital Management
Rhode Island
$460K -$61.6K -1,250 -13%
VCM
959
Virtue Capital Management
Tennessee
$457K -$111K -2,249 -21%
AWE
960
Avidian Wealth Enterprises
Texas
$456K -$169K -3,435 -29%
TCOV
961
Trust Company of Vermont
Vermont
$455K -$165K -3,338 -28%
MCM
962
Monument Capital Management
Virginia
$453K +$421K +8,550 New
WA
963
WBH Advisory
Maryland
$451K -$9.61K -195 -2%
BOPW
964
Brandywine Oak Private Wealth
Pennsylvania
$447K +$148 +3 +0%
AFP
965
Ausdal Financial Partners
Iowa
$446K -$7.29K -148 -2%
JHCP
966
Jackson Hole Capital Partners
Oklahoma
$445K -$11K -224 -3%
PP
967
PDS Planning
Ohio
$444K +$29.8K +605 +8%
4WM
968
44 Wealth Management
Oregon
$442K +$3.55K +72 +0.9%
MHR
969
Matthew Hamilton Rosenberg
$441K +$124K +2,519 +43%
OC
970
Oakworth Capital
Alabama
$440K -$12.7K -258 -3%
CFA
971
CWS Financial Advisors
Michigan
$438K -$14.1K -287 -3%
EF
972
Empirical Finance
Pennsylvania
$438K – – –
CAM
973
Carret Asset Management
New York
$437K -$248K -5,040 -38%
VIA
974
Vident Investment Advisory
Georgia
$435K -$1.82M -36,868 -82%
SCM
975
SOL Capital Management
Maryland
$435K -$8.87K -180 -2%
37 38
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