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Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
1176
Arkadios Wealth Advisors
Georgia
$809K +$64.6K +556 +9%
QWM
1177
QP Wealth Management
New Jersey
$808K -$51.8K -446 -6%
AHC
1178
Adell Harriman & Carpenter
Texas
$806K -$33.9K -292 -4%
LFM
1179
LGT Fund Management
Liechtenstein
$802K +$795K +6,850 New
OPA
1180
Old Port Advisors
Maine
$800K +$775K +6,678 New
BHBT
1181
Burke & Herbert Bank & Trust
Virginia
$790K -$196K -1,692 -20%
CW
1182
CreativeOne Wealth
Kansas
$790K -$141K -1,217 -16%
DRD
1183
Dennis R. Delaney
$788K -$9.75K -84 -1%
OAM
1184
Ostrum Asset Management
France
$788K -$5.22K -45 -0.7%
PSP
1185
Principal Street Partners
Tennessee
$782K -$10.9K -94 -1%
WI
1186
Wedgewood Investors
Pennsylvania
$782K – – –
BO
1187
Bank OZK
Arkansas
$777K -$118K -1,014 -14%
JAFL
1188
Jay A. Fishman Ltd
Michigan
$776K – – –
LFA
1189
Legacy Financial Advisors
Kentucky
$774K +$52.4K +451 +8%
SMH
1190
Sanders Morris Harris
Texas
$774K – – –
LWMM
1191
Legacy Wealth Management (Mississippi)
Mississippi
$770K -$24.1K -208 -3%
ODG
1192
O'Dell Group
Ohio
$770K +$6.5K +56 +0.9%
SCM
1193
SOL Capital Management
Maryland
$768K – – –
LIA
1194
LBMC Investment Advisors
Tennessee
$762K +$116 +1 +0%
FFA
1195
Fortune Financial Advisors
Kansas
$761K +$6.5K +56 +0.9%
MYIA
1196
Mount Yale Investment Advisors
Colorado
$758K +$1.04K +9 +0.1%
CFO
1197
CVA Family Office
Colorado
$754K -$23.7K -204 -3%
IW
1198
Imprint Wealth
South Carolina
$750K +$68.6K +591 +10%
SF
1199
Safeguard Financial
Wisconsin
$750K -$74.4K -641 -9%
JWBC
1200
John W. Bristol & Co
New York
$748K – – –
46 47
48
49 50