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Name Holding Trade Value Shares
Change 		Change in
Stake
OL
2626
Optas LLC
Texas
$939K +$210K +1,149 +34%
RPWA
2627
Regent Peak Wealth Advisors
Georgia
$938K +$62.9K +345 +8%
EIA
2628
Eldridge Investment Advisors
New Hampshire
$937K -$24.3K -133 -3%
VA
2629
Verdad Advisers
Massachusetts
$936K -$2.55M -13,983 -76%
NPA
2630
Nichols & Pratt Advisers
Massachusetts
$935K – – –
SCA
2631
Sandy Cove Advisors
Massachusetts
$934K +$333K +1,824 +68%
FAG
2632
Fortitude Advisory Group
Washington
$934K +$3.46K +19 +0.4%
PWM
2633
Prentice Wealth Management
New York
$934K -$11.3K -62 -1%
CC
2634
Clearwave Capital
California
$932K +$48.1K +264 +6%
CC
2635
Climber Capital
Switzerland
$931K +$821K +4,501 New
LIA
2636
Lynx Investment Advisory
District of Columbia
$928K +$13.1K +72 +2%
HFAS
2637
Hummer Financial Advisory Services
Illinois
$928K – – –
TC
2638
TFR Capital
Texas
$926K +$43.9K +241 +6%
BSSFA
2639
Baron Silver Stevens Financial Advisors
Florida
$926K +$89.5K +491 +12%
MCP
2640
Miller Capital Partners
Michigan
$924K – – –
EIP
2641
Ellis Investment Partners
Pennsylvania
$923K +$46.9K +257 +6%
ALA
2642
Atlas Legacy Advisors
California
$922K -$102K -558 -11%
AIM
2643
Arcadia Investment Management
Michigan
$922K -$52K -285 -6%
PWP
2644
Ponta Wealth Partners
Florida
$921K +$38.3K +210 +5%
NFTC
2645
North Forty Two & Co
Oregon
$918K -$31K -170 -4%
EFA
2646
Evernest Financial Advisors
Indiana
$917K +$68.2K +374 +8%
TF
2647
Trek Financial
Arizona
$916K -$1.73M -9,467 -68%
FCA
2648
Fortis Capital Advisors
Kansas
$916K +$403K +2,208 +99%
FHB
2649
First Hawaiian Bank
Hawaii
$914K – – –
FNBSF
2650
First National Bank Sioux Falls
South Dakota
$913K -$5.11K -28 -0.6%
104 105
106
107 108