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Name Holding Trade Value Shares
Change 		Change in
Stake
CST
1151
Charles Schwab Trust
Nevada
$639K +$3.57K +40 +0.7%
CG
1152
Curat Global
New Hampshire
$638K -$587K -6,571 -60%
BWG
1153
Beta Wealth Group
California
$634K +$26.5K +297 +5%
VSQM
1154
V-Square Quantitative Management
Illinois
$632K +$26.2K +294 +5%
LMFP
1155
Larry Mathis Financial Planning
Arizona
$625K +$540K +6,044 New
WPP
1156
Whalerock Point Partners
Rhode Island
$624K +$7.14K +80 +1%
FAM
1157
Fulcrum Asset Management
United Kingdom
$621K +$535K +5,999 New
RIP
1158
Reliant Investment Partners
North Carolina
$621K – – –
PE
1159
PCM Encore
Colorado
$620K +$22.9K +257 +4%
FCG
1160
Fielder Capital Group
Tennessee
$618K +$16.6K +186 +3%
RG
1161
Rathbones Group
United Kingdom
$617K -$8.03K -90 -1%
OWA
1162
Outlook Wealth Advisors
Texas
$617K +$533K +5,966 New
ASC
1163
Atalanta Sosnoff Capital
New York
$617K -$55.6K -623 -9%
WB
1164
Webster Bank
Connecticut
$616K -$8.39K -94 -2%
PWAM
1165
Private Wealth Asset Management
Iowa
$616K – – –
OFG
1166
OmniStar Financial Group
North Carolina
$614K +$18.9K +212 +4%
RC
1167
Rahlfs Capital
Texas
$613K – – –
MCC
1168
Money Concepts Capital
Florida
$612K -$30.3K -339 -5%
TPI
1169
Trust Point Inc
Wisconsin
$611K +$56.1K +628 +12%
SCM
1170
Stevens Capital Management
Pennsylvania
$610K +$126K +1,414 +32%
PIFP
1171
Partners in Financial Planning
Virginia
$609K – – –
SSA
1172
Shepherd Street Advisors
California
$609K +$513K +5,748 New
WFAG
1173
Worth Financial Advisory Group
North Carolina
$607K +$524K +5,870 New
CRC
1174
Curi RMB Capital
Illinois
$607K +$73.6K +824 +16%
SBFM
1175
S-Bank Fund Management
Finland
$607K +$524K +5,866 New
45 46
47
48 49