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Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
2176
Summit Asset Management
Tennessee
$517K +$49.5K +436 +11%
TSS
2177
Two Sigma Securities
New York
$516K -$1.83M -16,082 -79%
AA
2178
AF Advisors
California
$513K – – –
HA
2179
Harbor Advisors
Florida
$513K – – –
OWP
2180
Obermeyer Wealth Partners
Colorado
$511K -$90.6K -798 -15%
CFSG
2181
Clark Financial Services Group
Missouri
$510K -$2.5K -22 -0.5%
OMC
2182
Overbrook Management Corp
New York
$509K – – –
TIM
2183
Total Investment Management
Arizona
$509K +$197K +1,732 +66%
TF
2184
Trek Financial
Arizona
$508K -$22.7K -200 -4%
BRA
2185
Biechele Royce Advisors
Indiana
$508K -$1.59K -14 -0.3%
LFA
2186
Landmark Financial Advisors
Kentucky
$508K +$62.5K +550 +15%
APIM
2187
Agate Pass Investment Management
Washington
$508K +$492K +4,328 New
ICP
2188
Interchange Capital Partners
Pennsylvania
$508K +$492K +4,335 New
B
2189
Bridgeworth
Alabama
$507K -$106K -929 -18%
DAM
2190
Diamant Asset Management
Connecticut
$507K +$3.41K +30 +0.7%
OWM
2191
OneAscent Wealth Management
Alabama
$506K +$489K +4,309 New
SXL
2192
Summit X LLC
Missouri
$505K +$43.3K +381 +10%
CIA
2193
Cladis Investment Advisory
Montana
$505K +$489K +4,303 New
ASFA
2194
All Season Financial Advisors
Colorado
$503K -$7.27K -64 -1%
NCMW
2195
Northern Capital Management (Washington)
Washington
$503K +$15.7K +138 +3%
TWP
2196
Tempus Wealth Planning
California
$502K +$8.63K +76 +2%
BWM
2197
BT Wealth Management
Georgia
$502K +$486K +4,276 New
EFM
2198
E Fund Management
China
$501K +$5.91K +52 +1%
VCM
2199
Versant Capital Management
Arizona
$499K -$3.63K -32 -0.7%
TWP
2200
Tower Wealth Partners
Pennsylvania
$498K -$1.7K -15 -0.4%
86 87
88
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