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Name Holding Trade Value Shares
Change 		Change in
Stake
FFBTD
1001
First Financial Bank - Trust Division
Ohio
$7.4M -$105K -575 -2%
TWP
1002
Tyche Wealth Partners
Texas
$7.39M -$28.6K -157 -0.4%
CWM
1003
C2C Wealth Management
Arizona
$7.39M – – –
SCM
1004
Spring Capital Management
Texas
$7.38M -$208K -1,139 -3%
SVWAG
1005
Sound View Wealth Advisors Group
Georgia
$7.38M +$327K +1,791 +5%
TW
1006
Trajan Wealth
Arizona
$7.37M +$137K +754 +2%
FRA
1007
Frank Rimerman Advisors
California
$7.37M +$335K +1,837 +5%
TE
1008
Tema ETFs
New York
$7.35M -$35.7K -196 -0.5%
AI
1009
Atom Investors
Texas
$7.35M +$6.48M +35,518 New
FM
1010
Foster & Motley
Ohio
$7.35M -$393K -2,157 -6%
HSA
1011
HBK Sorce Advisory
Pennsylvania
$7.34M -$125K -688 -2%
VA
1012
VestGen Advisors
Illinois
$7.33M +$2.97M +16,266 +70%
PIA
1013
Petredis Investment Advisors
Pennsylvania
$7.32M -$46.9K -257 -0.7%
CFC
1014
Cincinnati Financial Corp
Ohio
$7.27M – – –
CAIM
1015
Catherine Avery Investment Management
Florida
$7.27M +$753K +4,131 +13%
WAP
1016
Wealthcare Advisory Partners
Pennsylvania
$7.26M +$396K +2,169 +7%
OLA
1017
Oliver Luxxe Assets
New Jersey
$7.25M -$381K -2,092 -6%
SC
1018
Sepio Capital
Utah
$7.22M -$151K -830 -2%
BFA
1019
Bragg Financial Advisors
North Carolina
$7.22M -$68.9K -378 -1%
VWMG
1020
Virginia Wealth Management Group
Virginia
$7.21M +$1.67M +9,155 +36%
HT
1021
Heritage Trust
Oklahoma
$7.21M +$8.39K +46 +0.1%
BCV
1022
Banque Cantonale Vaudoise
Switzerland
$7.21M +$1.34M +7,365 +27%
FBT
1023
First Bankers Trust
Kentucky
$7.2M -$332K -1,820 -5%
MHS
1024
M Holdings Securities
Oregon
$7.19M +$73.3K +402 +1%
CPA
1025
Capital Planning Advisors
California
$7.16M +$432K +2,367 +7%
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