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Name Holding Trade Value Shares
Change 		Change in
Stake
AG
1776
AlTi Global
New York
$289K +$261K +3,661 New
EFM
1777
E Fund Management
China
$289K +$22.3K +313 +9%
SFM
1778
Signet Financial Management
New Jersey
$288K +$4.41K +62 +2%
HPM
1779
Hoxton Planning & Management
West Virginia
$288K -$114K -1,598 -30%
HBT
1780
Heartland Bank & Trust
Illinois
$288K +$259K +3,644 New
TC
1781
Trilogy Capital
California
$287K -$126K -1,768 -33%
GBT
1782
Grove Bank & Trust
Florida
$286K -$75.1K -1,055 -23%
CIP
1783
Chartwell Investment Partners
Pennsylvania
$286K -$1.14K -16 -0.4%
SVWAG
1784
Sound View Wealth Advisors Group
Georgia
$286K -$29.1K -409 -10%
PSFG
1785
Prairie Sky Financial Group
Illinois
$285K +$10K +141 +4%
SM
1786
Sciencast Management
New Jersey
$285K +$257K +3,612 New
OFG
1787
Oxford Financial Group
Indiana
$285K +$2.71K +38 +1%
AO
1788
Advisor OS
Illinois
$285K +$257K +3,607 New
PB
1789
Pinnacle Bancorp
Nebraska
$285K +$10.7K +150 +4%
EWM
1790
Edge Wealth Management
New York
$283K -$1.07K -15 -0.4%
EWS
1791
Evergreen Wealth Solutions
Pennsylvania
$283K +$27.3K +383 +12%
PWM
1792
Partnership Wealth Management
Maryland
$282K +$270K +3,792 New
KFS
1793
Kaizen Financial Strategies
California
$281K +$1.99K +28 +0.8%
SIM
1794
Sentry Investment Management
Wisconsin
$280K -$279K -3,918 -52%
QPWM
1795
Quadrant Private Wealth Management
Pennsylvania
$280K -$111K -1,566 -31%
PP
1796
PDS Planning
Ohio
$280K +$16.2K +227 +7%
GPWA
1797
Great Point Wealth Advisors
Massachusetts
$279K +$252K +3,536 New
TNBTD
1798
Trustmark National Bank Trust Department
Mississippi
$279K -$18.7K -263 -7%
DTC
1799
Davidson Trust Company
Washington
$278K – – –
IAG
1800
Investment Advisory Group
Massachusetts
$278K – – –
70 71
72
73 74