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Name Holding Trade Value Shares
Change 		Change in
Stake
AF
2476
Aviso Financial
Ontario, Canada
$776K -$6.09K -40 -0.8%
SP
2477
Successful Portfolios
Florida
$776K +$19.3K +127 +3%
V
2478
ViaWealth
Kansas
$775K -$37.8K -248 -5%
RCG
2479
Regatta Capital Group
California
$775K +$61.4K +403 +9%
ALA
2480
Atlas Legacy Advisors
California
$774K -$139K -915 -15%
RC
2481
Rexford Capital
Texas
$774K +$4.87K +32 +0.6%
MA
2482
MBA Advisors
Pennsylvania
$771K +$609 +4 +0.1%
QC
2483
Quent Capital
New York
$770K +$11K +72 +1%
QLSGSCF
2484
Quent Long Short Global Small Cap Fund
New York
$770K +$769K +5,049 New
BTWM
2485
Baker Tilly Wealth Management
Wisconsin
$769K -$15.8K -104 -2%
MWM
2486
Moulton Wealth Management
Washington
$769K +$11.7K +77 +2%
ONSWM
2487
Old North State Wealth Management
North Carolina
$768K -$1.83K -12 -0.2%
CUAMC
2488
China Universal Asset Management Company
China
$766K +$3.81K +25 +0.5%
EWS
2489
Evergreen Wealth Solutions
Pennsylvania
$766K +$75.1K +493 +11%
GA
2490
Greenspring Advisors
Maryland
$764K +$764K +5,016 New
GCA
2491
Genesee Capital Advisors
New York
$764K +$68.5K +450 +10%
CCA
2492
Carrera Capital Advisors
Michigan
$763K +$55.9K +367 +8%
AI
2493
Accredited Investors
Minnesota
$762K -$95.5K -627 -11%
AAI
2494
American Assets Inc
California
$762K – – –
OIM
2495
Opus Investment Management
Massachusetts
$762K – – –
SAM
2496
Seelaus Asset Management
New Jersey
$762K – – –
TCM
2497
Thoma Capital Management
Maryland
$761K +$7.62K +50 +1%
CF
2498
Clarity Financial
Texas
$761K +$40.5K +266 +6%
TP
2499
Trailhead Planners
Minnesota
$760K +$760K +4,988 New
LWMM
2500
Legacy Wealth Management (Mississippi)
Mississippi
$759K +$142K +934 +23%
98 99
100
101 102