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Name Holding Trade Value Shares
Change 		Change in
Stake
IC
1601
Iconiq Capital
California
$409K +$152K +1,428 +53%
KIM
1602
Kestra Investment Management
Texas
$409K +$31.4K +296 +8%
TAM
1603
Trillium Asset Management
Massachusetts
$409K – – –
AO
1604
Advisor OS
Illinois
$409K +$50.6K +477 +13%
FPW
1605
Fairvoy Private Wealth
Alabama
$409K +$438K +4,123 New
JSW
1606
Journey Strategic Wealth
New Jersey
$407K +$41.5K +391 +11%
FSWA
1607
Financial Synergies Wealth Advisors
Texas
$405K -$5.84K -55 -1%
NCM
1608
Neumann Capital Management
California
$405K – – –
NFTC
1609
North Forty Two & Co
Oregon
$401K +$430K +4,046 New
PFA
1610
Pure Financial Advisors
California
$400K -$161K -1,518 -27%
PL
1611
Plancorp LLC
Missouri
$399K +$11K +104 +3%
SWM
1612
Stockman Wealth Management
Montana
$398K +$13.9K +131 +3%
SFWA
1613
Summit Financial Wealth Advisors
Louisiana
$398K +$42K +396 +11%
AWM
1614
Aviso Wealth Management
Washington
$398K +$426K +4,009 New
CFA
1615
CWS Financial Advisors
Michigan
$398K +$16.4K +154 +4%
CIAS
1616
CFS Investment Advisory Services
New Jersey
$397K -$131K -1,232 -24%
BWAM
1617
Boyd Watterson Asset Management
Ohio
$397K -$743 -7 -0.2%
LCS
1618
Levin Capital Strategies
New York
$397K – – –
AIC
1619
Archer Investment Corporation
Indiana
$396K +$3.19K +30 +0.8%
TF
1620
Tompkins Financial
New York
$396K +$53.4K +503 +14%
AAM
1621
Aureus Asset Management
Massachusetts
$395K +$423K +3,988 New
EM
1622
Excalibur Management
Massachusetts
$395K -$5.31K -50 -1%
AWM
1623
Aries Wealth Management
Maine
$394K -$35K -330 -8%
CSI
1624
Cross Staff Investments
New York
$394K – – –
FDS
1625
First Dallas Securities
Texas
$393K – – –
63 64
65
66 67