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Name Holding Trade Value Shares
Change 		Change in
Stake
JIM
526
JCP Investment Management
Texas
$991K +$1.22M +6,600 New
DEA
527
DoubleLine ETF Adviser
Florida
$986K -$169K -914 -12%
PI
528
PineBridge Investments
New York
$981K -$950K -5,142 -44%
CFO
529
Callan Family Office
Pennsylvania
$973K -$256K -1,387 -18%
PA
530
Parallel Advisors
California
$953K -$109K -592 -9%
PDL
531
Portfolio Design Labs
California
$943K +$179K +969 +18%
KPWS
532
Kestra Private Wealth Services
Texas
$935K +$112K +606 +11%
SW
533
SteelPeak Wealth
California
$926K +$478K +2,588 +72%
TG
534
TCW Group
California
$924K +$55.1K +298 +5%
AC
535
AlphaCore Capital
California
$914K -$61.9K -335 -5%
BIM
536
Barton Investment Management
Pennsylvania
$901K – – –
AWA
537
Arkadios Wealth Advisors
Georgia
$901K +$50.3K +272 +5%
UCFA
538
United Capital Financial Advisors
Texas
$900K -$134K -726 -11%
PWM
539
Perigon Wealth Management
California
$881K -$30.1K -163 -3%
S
540
SignatureFD
Georgia
$879K -$73.5K -398 -6%
TE
541
Tema ETFs
New York
$877K +$10.2K +55 +1%
1C
542
111 Capital
France
$873K +$440K +2,382 +69%
NA
543
NewEdge Advisors
Louisiana
$868K -$29K -157 -3%
EFG
544
Everhart Financial Group
Ohio
$864K -$145K -785 -12%
HCS
545
Himension Capital (Singapore)
Singapore
$857K +$294K +1,591 +39%
PCMU
546
Paragon Capital Management (Utah)
Utah
$844K -$739 -4 -0.1%
PIM
547
Plato Investment Management
Australia
$839K -$292K -1,578 -22%
AAI
548
American Assets Inc
California
$833K +$739K +4,000 New
ECM
549
Evergreen Capital Management
Washington
$832K +$501K +2,714 +96%
CC
550
Centiva Capital
New York
$824K +$1.01M +5,488 New
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