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Name Holding Trade Value Shares
Change 		Change in
Stake
BW
1376
Basepoint Wealth
Iowa
$597K -$46.6K -658 -7%
TA
1377
Tiedemann Advisors
New York
$597K +$90.9K +1,283 +18%
STA
1378
Summit Trail Advisors
New York
$594K -$8.79K -124 -1%
PCA
1379
Pallas Capital Advisors
Massachusetts
$592K -$5.36M -75,675 -90%
HAS
1380
HBW Advisory Services
California
$591K +$62.1K +877 +12%
NP
1381
Nilsine Partners
Colorado
$590K +$10.9K +154 +2%
TA
1382
Tectonic Advisors
Texas
$589K +$66.3K +935 +12%
KFA
1383
Krane Funds Advisors
New York
$588K +$597K +8,424 New
GPA
1384
Garrison Point Advisors
California
$586K – – –
MC
1385
Matisse Capital
Oregon
$586K – – –
CFGS
1386
Concourse Financial Group Securities
Alabama
$584K +$31.8K +449 +6%
PCA
1387
Private Capital Advisors
Connecticut
$583K – – –
GAG
1388
GM Advisory Group
New York
$580K -$69.1K -975 -10%
NP
1389
NorthRock Partners
Minnesota
$580K +$114K +1,606 +24%
FIM
1390
Freedom Investment Management
Connecticut
$579K -$138K -1,944 -19%
SPA
1391
Sherbrooke Park Advisers
New York
$578K -$611K -8,627 -51%
WDA
1392
Wendell David Associates
New Hampshire
$577K -$128K -1,800 -18%
CA
1393
Claro Advisors
Massachusetts
$577K +$23.9K +337 +4%
MCI
1394
MRP Capital Investments
Georgia
$574K +$165K +2,325 +12%
OIM
1395
Oder Investment Management
California
$574K -$10.6K -150 -2%
V
1396
VeraBank
Texas
$572K – – –
APP
1397
Avantax Planning Partners
Iowa
$572K -$459K -6,484 -44%
MMPW
1398
Mitchell McLeod Pugh & Williams
Alabama
$572K +$97K +1,369 +20%
CT
1399
Caldwell Trust
Florida
$570K -$426K -6,006 -42%
SFB
1400
STAR Financial Bank
Indiana
$570K -$53.1K -750 -8%
54 55
56
57 58