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Name Holding Trade Value Shares
Change 		Change in
Stake
OL
1176
Optas LLC
Texas
$606K -$28.2K -316 -5%
RC
1177
Rexford Capital
Texas
$603K – – –
BCI
1178
Blue Capital Inc
Nebraska
$602K -$2.73M -30,562 -84%
AOI
1179
Auto-Owners Insurance
Michigan
$601K – – –
PP
1180
PDS Planning
Ohio
$601K +$59K +661 +13%
VIP
1181
Value Investment Professionals
New York
$598K +$89 +1 +0%
TTWM
1182
TCV Trust & Wealth Management
Virginia
$597K – – –
BPWM
1183
BCS Private Wealth Management
New Jersey
$597K -$51.8K -580 -9%
NFTC
1184
North Forty Two & Co
Oregon
$597K -$44.6K -500 -8%
SWM
1185
SeaCrest Wealth Management
New York
$596K -$11.5K -129 -2%
CFP
1186
Catalyst Financial Partners
Massachusetts
$596K +$43.7K +490 +9%
EA
1187
Everpar Advisors
Oklahoma
$595K +$7.41K +83 +1%
BB
1188
Busey Bank
Illinois
$590K -$9.73K -109 -2%
FHC
1189
First Horizon Corporation
Tennessee
$589K +$40.3K +452 +9%
HCP
1190
Hexagon Capital Partners
Arkansas
$587K -$83.4K -934 -14%
PTP
1191
Platform Technology Partners
New York
$586K -$38.5K -431 -7%
ALAM
1192
Asahi Life Asset Management
Japan
$582K -$81K -908 -14%
WHG
1193
Westwood Holdings Group
Texas
$579K +$500K +5,599 New
FFG
1194
Fiduciary Financial Group
California
$574K -$4.91K -55 -1%
SFA
1195
Souders Financial Advisors
Ohio
$574K +$60.7K +680 +14%
ACG
1196
Allen Capital Group
Nebraska
$573K +$9.02K +101 +2%
CFM
1197
Compass Financial Management
Florida
$568K +$489K +5,476 New
BAM
1198
Belpointe Asset Management
Nevada
$568K +$214K +2,394 +77%
EAM
1199
Empirical Asset Management
Massachusetts
$566K +$489K +5,473 New
TWPM
1200
Total Wealth Planning & Management
Florida
$566K +$6.43K +72 +1%
46 47
48
49 50