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Name Holding Trade Value Shares
Change 		Change in
Stake
AG
1176
AlTi Global
New York
$817K +$824K +7,041 New
IAS
1177
Investment Advisory Services
Texas
$815K -$1.29K -11 -0.2%
WC
1178
Westhampton Capital
North Carolina
$814K -$162K -1,385 -16%
MFS
1179
Monetta Financial Services
Illinois
$812K -$117K -1,000 -13%
AFG
1180
American Financial Group
Ohio
$812K – – –
IC
1181
Inscription Capital
Texas
$809K +$129K +1,101 +19%
CAG
1182
Crestwood Advisors Group
Massachusetts
$808K +$183K +1,568 +29%
ATPW
1183
Ashton Thomas Private Wealth
Arizona
$808K +$11.7K +100 +1%
WFC
1184
Western Financial Corp
California
$807K +$12.4K +106 +2%
FFP
1185
FourThought Financial Partners
Florida
$805K +$1.99K +17 +0.2%
PSFG
1186
Prairie Sky Financial Group
Illinois
$803K – – –
HFM
1187
Hartford Funds Management
Pennsylvania
$801K +$228K +1,953 +39%
PWM
1188
Perigon Wealth Management
California
$798K +$98.2K +839 +14%
CF
1189
Copperwynd Financial
Arizona
$798K -$14.3K -122 -2%
LFM
1190
LGT Fund Management
Liechtenstein
$798K – – –
SIM
1191
Sentry Investment Management
Wisconsin
$797K -$10.1K -86 -1%
LFA
1192
Legacy Financial Advisors
Kentucky
$796K +$46.1K +394 +6%
1IA
1193
1834 Investment Advisors
Wisconsin
$795K -$173K -1,481 -18%
MYIA
1194
Mount Yale Investment Advisors
Colorado
$794K +$61K +521 +8%
MTC
1195
McDaniel Terry & Co
Texas
$791K +$237K +2,025 +42%
ICG
1196
InterOcean Capital Group
Tennessee
$789K -$237K -2,029 -23%
CT
1197
Coastline Trust
Rhode Island
$786K +$95.1K +813 +14%
O
1198
Ossiam
France
$786K -$340K -2,910 -30%
FBT
1199
First Bankers Trust
Kentucky
$784K – – –
BWP
1200
Baldwin Wealth Partners
Massachusetts
$783K -$2.11K -18 -0.3%
46 47
48
49 50