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Name Holding Trade Value Shares
Change 		Change in
Stake
9WM
1276
9258 Wealth Management
Ohio
$911K +$178K +1,006 +22%
MPPLM
1277
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$910K +$57.2K +324 +6%
PFWA
1278
Paces Ferry Wealth Advisors
Georgia
$903K +$2.12K +12 +0.2%
SG
1279
StoneX Group
New York
$902K +$11.1K +63 +1%
AT
1280
Arden Trust
Delaware
$890K -$230K -1,300 -19%
GI
1281
GAMCO Investors
Connecticut
$890K +$76.5K +433 +9%
BL
1282
Balentine LLC
Georgia
$888K -$702K -3,971 -42%
LCM
1283
Landscape Capital Management
New Jersey
$888K -$109K -619 -10%
CWM
1284
Congress Wealth Management
Massachusetts
$888K -$60.6K -343 -6%
KCM
1285
KRS Capital Management
Michigan
$886K – – –
SFO
1286
Stokes Family Office
Louisiana
$885K +$11K +62 +1%
CP
1287
CenterBook Partners
Connecticut
$885K +$541K +3,060 +133%
GCAC
1288
Guardian Capital Advisors (Canada)
Ontario, Canada
$884K -$997K -5,641 -51%
CC
1289
Claybrook Capital
Massachusetts
$882K -$883K -5,000 -48%
RWA
1290
Redmont Wealth Advisors
Illinois
$875K – – –
FAG
1291
Fortitude Advisory Group
Washington
$874K -$24.2K -137 -3%
EWM
1292
Empirical Wealth Management
Washington
$868K +$8.66K +49 +0.9%
CPC
1293
Congress Park Capital
New York
$866K +$83.9K +475 +10%
NCA
1294
New Century Advisors
Maryland
$865K – – –
1SB
1295
1ST Source Bank
Indiana
$863K -$25.1K -142 -3%
GKFF
1296
George Kaiser Family Foundation
Oklahoma
$862K +$923K +5,225 New
HL
1297
HeadInvest LLC
Maine
$861K +$46.1K +261 +5%
NCGI
1298
Next Century Growth Investors
Minnesota
$859K +$3K +17 +0.3%
AG
1299
Ascent Group
Virginia
$858K +$120K +677 +17%
TA
1300
Tiedemann Advisors
New York
$856K -$29.5K -167 -3%
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