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Name Holding Trade Value Shares
Change 		Change in
Stake
NED
1376
Nancy E. Dempze
$599K -$530K -7,481 -47%
BW
1377
Basepoint Wealth
Iowa
$597K -$46.6K -658 -7%
TA
1378
Tiedemann Advisors
New York
$597K +$90.9K +1,283 +18%
STA
1379
Summit Trail Advisors
New York
$594K -$8.79K -124 -1%
PCA
1380
Pallas Capital Advisors
Massachusetts
$592K -$5.36M -75,675 -90%
HAS
1381
HBW Advisory Services
California
$591K +$62.1K +877 +12%
NP
1382
Nilsine Partners
Colorado
$590K +$10.9K +154 +2%
TA
1383
Tectonic Advisors
Texas
$589K +$66.3K +935 +12%
KFA
1384
Krane Funds Advisors
New York
$588K +$597K +8,424 New
GPA
1385
Garrison Point Advisors
California
$586K – – –
MC
1386
Matisse Capital
Oregon
$586K – – –
CFGS
1387
Concourse Financial Group Securities
Alabama
$584K +$31.8K +449 +6%
PCA
1388
Private Capital Advisors
Connecticut
$583K – – –
GAG
1389
GM Advisory Group
New York
$580K -$69.1K -975 -10%
NP
1390
NorthRock Partners
Minnesota
$580K +$114K +1,606 +24%
FIM
1391
Freedom Investment Management
Connecticut
$579K -$138K -1,944 -19%
SPA
1392
Sherbrooke Park Advisers
New York
$578K -$611K -8,627 -51%
WDA
1393
Wendell David Associates
New Hampshire
$577K -$128K -1,800 -18%
CA
1394
Claro Advisors
Massachusetts
$577K +$23.9K +337 +4%
MCI
1395
MRP Capital Investments
Georgia
$574K +$165K +2,325 +12%
OIM
1396
Oder Investment Management
California
$574K -$10.6K -150 -2%
V
1397
VeraBank
Texas
$572K – – –
APP
1398
Avantax Planning Partners
Iowa
$572K -$459K -6,484 -44%
MMPW
1399
Mitchell McLeod Pugh & Williams
Alabama
$572K +$97K +1,369 +20%
CT
1400
Caldwell Trust
Florida
$570K -$426K -6,006 -42%
54 55
56
57 58