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Name Holding Trade Value Shares
Change 		Change in
Stake
FC
1676
Fulcrum Capital
Washington
$305K +$3.57K +49 +1%
TA
1677
TFG Advisers
Michigan
$303K -$7.79K -107 -3%
SC
1678
Slow Capital
California
$302K +$34K +467 +13%
AWA
1679
Aaron Wealth Advisors
Illinois
$301K +$292K +4,008 New
LA
1680
LexAurum Advisors
Kansas
$300K -$16K -220 -5%
CSPIA
1681
Cary Street Partners Investment Advisory
Virginia
$299K -$594K -8,155 -67%
PP
1682
Palladium Partners
Virginia
$299K +$8.67K +119 +3%
PCG
1683
Private Capital Group
Connecticut
$298K -$124K -1,701 -30%
TF
1684
TimeScale Financial
Massachusetts
$298K +$8.45K +116 +3%
GCAC
1685
Guardian Capital Advisors (Canada)
Ontario, Canada
$295K -$23.6K -324 -8%
JSC
1686
Jackson Square Capital
California
$295K +$22.5K +309 +9%
BCA
1687
Berman Capital Advisors
Georgia
$295K +$61.8K +848 +27%
LB
1688
Legacy Bridge
Iowa
$294K -$11.3K -155 -4%
VCM
1689
Vigilant Capital Management
Maine
$294K -$4.37K -60 -2%
SVWAG
1690
Sound View Wealth Advisors Group
Georgia
$292K -$1.89K -26 -0.7%
GIM
1691
Groesbeck Investment Management
New Jersey
$291K -$80.1K -1,100 -22%
SL
1692
Savior LLC
Massachusetts
$291K +$1.82K +25 +0.7%
FNBOSM
1693
First National Bank of South Miami
Florida
$291K +$53.8K +738 +24%
MFW
1694
Mosaic Family Wealth
Missouri
$290K +$12.2K +167 +5%
KFI
1695
Key Financial Inc
Pennsylvania
$289K +$2.11K +29 +0.8%
RG
1696
Renaissance Group
Kentucky
$288K – – –
PCM
1697
Pointe Capital Management
Michigan
$287K +$4.95K +68 +2%
RPWA
1698
Regent Peak Wealth Advisors
Georgia
$287K +$5.9K +81 +2%
GL
1699
Graypoint LLC
New York
$286K -$11.2K -154 -4%
LA
1700
Legacy Advisors
Pennsylvania
$286K – – –
66 67
68
69 70