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Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
1226
SOL Capital Management
Maryland
$744K – – –
AFG
1227
Atomi Financial Group
New York
$743K +$490K +4,185 +189%
STA
1228
Summit Trail Advisors
New York
$743K -$130K -1,111 -15%
APC
1229
Aspire Private Capital
North Carolina
$735K +$29.7K +254 +4%
LC
1230
Lindbrook Capital
California
$734K +$152K +1,297 +26%
FFA
1231
Fortune Financial Advisors
Kansas
$734K -$3.74K -32 -0.5%
IW
1232
Imprint Wealth
South Carolina
$734K +$11.8K +101 +2%
ODG
1233
O'Dell Group
Ohio
$733K -$12.3K -105 -2%
GC
1234
Guidance Capital
Kentucky
$732K +$89.6K +766 +14%
TCWA
1235
Turtle Creek Wealth Advisors
Texas
$732K +$738K +6,305 New
SGI
1236
Summit Global Investments
Utah
$731K +$206K +1,763 +39%
SC
1237
Sapient Capital
Indiana
$724K +$730K +6,240 New
PSP
1238
Principal Street Partners
Tennessee
$723K -$34.4K -294 -5%
WSC
1239
Wellington Shields & Co
New York
$721K +$5.5K +47 +0.8%
LWAM
1240
Legacy Wealth Asset Management
Minnesota
$721K -$92.7K -792 -11%
CFO
1241
CVA Family Office
Colorado
$718K -$12.4K -106 -2%
CG
1242
Clarus Group
Texas
$717K +$16.4K +140 +2%
FFA
1243
Farther Finance Advisors
California
$716K +$340K +2,907 +89%
SMA
1244
Sage Mountain Advisors
Georgia
$709K +$84.7K +724 +13%
BO
1245
Bank OZK
Arkansas
$709K -$43.6K -373 -6%
WA
1246
Waverly Advisors
Alabama
$709K +$148K +1,261 +26%
SMH
1247
Sanders Morris Harris
Texas
$709K -$28.8K -246 -4%
GSEP
1248
Golden State Equity Partners
California
$704K +$33.6K +287 +5%
FCA
1249
FinTrust Capital Advisors
South Carolina
$703K +$234 +2 +0%
PFBT
1250
Parkside Financial Bank & Trust
Missouri
$701K -$17.1K -146 -2%
48 49
50
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