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Name Holding Trade Value Shares
Change 		Change in
Stake
IC
651
Inscription Capital
Texas
$624K +$508K +2,532 New
FTWA
652
Fifth Third Wealth Advisors
Ohio
$624K +$31.3K +156 +7%
FFM
653
Forum Financial Management
Illinois
$602K +$31.7K +158 +7%
KWA
654
Kingswood Wealth Advisors
California
$600K +$488K +2,434 New
MYAM
655
Meiji Yasuda Asset Management
Japan
$598K -$535K -2,668 -52%
CIA
656
Concurrent Investment Advisors
Florida
$592K +$206K +1,028 +75%
BTI
657
Blue Trust Inc
Georgia
$589K -$48.7K -243 -9%
LS
658
Livforsakringsbolaget Skandia
Sweden
$585K – – –
PPWP
659
Premier Path Wealth Partners
New Jersey
$584K +$21.9K +109 +5%
HCM
660
Howard Capital Management
Georgia
$583K +$155K +772 +48%
FIA
661
Foundations Investment Advisors
Arizona
$582K +$473K +2,360 New
MA
662
Mutual Advisors
Nebraska
$581K +$26.9K +134 +6%
FRA
663
Frank Rimerman Advisors
California
$580K +$212K +1,058 +82%
BPC
664
Bryce Point Capital
New York
$579K +$471K +2,350 New
AWM
665
Angeles Wealth Management
California
$578K +$64.6K +322 +16%
LSA
666
Leonteq Securities AG
Switzerland
$572K +$82.6K +412 +22%
AG
667
Ascent Group
Virginia
$566K +$113K +563 +33%
AFGAS
668
Allegiance Financial Group Advisory Services
Virginia
$561K +$63.6K +317 +16%
NAM
669
NorthCrest Asset Manangement
Minnesota
$556K -$238K -1,189 -34%
ERWM
670
Elk River Wealth Management
Colorado
$555K – – –
SFC
671
SYM Financial Corp
Indiana
$554K +$124K +619 +38%
PF
672
Phoenix Financial
Israel
$554K +$451K +2,247 New
WWM
673
Whalen Wealth Management
Nevada
$551K +$448K +2,235 New
BAM
674
BOCHK Asset Management
Hong Kong
$537K +$437K +2,180 New
AWE
675
Avidian Wealth Enterprises
Texas
$535K +$51.1K +255 +13%
25 26
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