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Name Holding Trade Value Shares
Change 		Change in
Stake
AG
1401
AlTi Global
New York
$253K +$12.2K +159 +5%
SOS
1402
Silver Oak Securities
Tennessee
$253K -$52.8K -686 -16%
OL
1403
OneFund LLC
Florida
$253K -$11.4K -148 -4%
PC
1404
PCB Capital
New Jersey
$253K -$616 -8 -0.2%
WWM
1405
Western Wealth Management
Colorado
$252K -$17.5K -227 -6%
LWM
1406
Lyell Wealth Management
California
$252K – – –
EPW
1407
Endeavor Private Wealth
Kansas
$252K +$270K +3,506 New
CFO
1408
CVA Family Office
Colorado
$252K -$139K -1,800 -34%
RF
1409
Rossby Financial
Florida
$251K +$49K +636 +23%
SFC
1410
SYM Financial Corp
Indiana
$250K -$32.7K -424 -11%
RFA
1411
Register Financial Advisors
Georgia
$249K +$385 +5 +0.1%
LA
1412
LVW Advisors
New York
$249K +$267K +3,469 New
HA
1413
HFG Advisors
Ohio
$249K +$53.4K +693 +25%
GIA
1414
Guyasuta Investment Advisors
Pennsylvania
$248K +$2.54K +33 +1%
MIM
1415
Morningstar Investment Management
Illinois
$248K -$18.5K -240 -7%
VHAM
1416
Van Hulzen Asset Management
California
$248K -$48.2K -626 -15%
BAM
1417
Berkshire Asset Management
Pennsylvania
$248K – – –
HVIA
1418
Hudson Valley Investment Advisors
New York
$248K -$52K -675 -16%
5NPW
1419
55 North Private Wealth
Florida
$246K +$264K +3,430 New
AWA
1420
AGH Wealth Advisors
Kansas
$246K +$15.3K +198 +6%
AA
1421
Acorns Advisers
California
$245K +$31.3K +406 +14%
RIA
1422
Richwood Investment Advisors
Ohio
$245K -$3.93K -51 -1%
KFI
1423
Key Financial Inc
Pennsylvania
$244K +$8.4K +109 +3%
SIM
1424
Stratos Investment Management
Ohio
$244K +$261K +3,394 New
CWM
1425
Connecticut Wealth Management
Connecticut
$243K +$20.4K +265 +8%
55 56
57
58 59