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Name Holding Trade Value Shares
Change 		Change in
Stake
EAM
1301
Empirical Asset Management
Massachusetts
$194K +$1.84M +32,860 +816%
RIA
1302
Realta Investment Advisors
Delaware
$193K -$15.8K -281 -6%
LIA
1303
Luken Investment Analytics
Tennessee
$192K – – –
CIAM
1304
Caitong International Asset Management
Hong Kong
$191K +$238K +4,250 New
RS
1305
R Squared
Hong Kong
$186K +$232K +4,140 New
GITFIT
1306
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$180K +$16.8K +300 +8%
JWA
1307
JFS Wealth Advisors
Pennsylvania
$173K -$17.1K -304 -7%
CAL
1308
Capital Analysts LLC
Pennsylvania
$173K -$4.2M -74,866 -95%
OIA
1309
Optimum Investment Advisors
Illinois
$170K -$10.1K -180 -5%
CFO
1310
CVA Family Office
Colorado
$167K +$20.8K +370 +11%
CF
1311
Centaurus Financial
California
$166K -$137K -2,445 -40%
CFG
1312
CKW Financial Group
Hawaii
$162K +$16.8K +300 +9%
AWM
1313
Accredited Wealth Management
Kentucky
$155K +$194K +3,451 New
BOJHT
1314
Bank of Jackson Hole Trust
Wyoming
$153K +$192K +3,418 New
MPWT
1315
MassMutual Private Wealth & Trust
Connecticut
$150K -$3.69M -65,738 -95%
KFI
1316
Key Financial Inc
Pennsylvania
$149K -$127K -2,270 -41%
SPF
1317
South Plains Financial
Texas
$149K +$186K +3,312 New
PCM
1318
Penserra Capital Management
California
$147K +$179K +3,187 +3,125%
YDMI
1319
Y.D. More Investments
Israel
$144K +$180K +3,200 New
LFA
1320
Laraway Financial Advisors
Minnesota
$138K -$14K -250 -7%
LFG
1321
Larson Financial Group
Missouri
$134K -$31.2K -557 -16%
FFWM
1322
Future Financial Wealth Management
Ohio
$134K -$112K -1,996 -40%
JSAM
1323
J. Safra Asset Management
New York
$132K +$168K +2,998 +19,987%
OC
1324
Oakworth Capital
Alabama
$125K -$64.4K -1,148 -29%
MG
1325
Mather Group
Illinois
$125K -$38.3K -682 -20%
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