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Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
651
Snowden Capital Advisors
New York
$780K -$188K -750 -21%
KAS
652
Kestra Advisory Services
Texas
$778K -$81K -323 -10%
SLI
653
Sumitomo Life Insurance
Japan
$772K +$712K +2,840 New
LA
654
Lifeworks Advisors
Michigan
$771K +$489K +1,951 +221%
TPWA
655
Twin Peaks Wealth Advisors
California
$761K +$484K +1,928 +222%
CPA
656
Capital Performance Advisors
California
$757K +$34.4K +137 +5%
PFA
657
Petra Financial Advisors
Colorado
$752K +$14.8K +59 +2%
MG
658
Marex Group
$748K +$461K +1,837 +201%
CC
659
Centiva Capital
New York
$741K +$683K +2,724 New
FRA
660
Frank Rimerman Advisors
California
$732K +$85.3K +340 +14%
AFGAS
661
Allegiance Financial Group Advisory Services
Virginia
$726K +$98.1K +391 +17%
PCP
662
Perbak Capital Partners
United Kingdom
$722K -$378K -1,508 -36%
IAA
663
Independent Advisor Alliance
North Carolina
$720K +$29.1K +116 +5%
KRW
664
Kaufman Rossin Wealth
Florida
$719K +$1K +4 +0.2%
FTWA
665
Fifth Third Wealth Advisors
Ohio
$718K +$27.3K +109 +4%
CA
666
Clearstead Advisors
Ohio
$708K -$6.27K -25 -1%
AFT
667
Alpha Family Trust
California
$707K – – –
CW
668
CreativeOne Wealth
Kansas
$703K -$381K -1,520 -37%
GIA
669
Gateway Investment Advisers
Ohio
$701K +$223K +891 +53%
GC
670
Grimes & Company
Massachusetts
$700K +$646K +2,574 New
BIG
671
Brooklyn Investment Group
New York
$689K -$22.3K -89 -3%
CCP
672
Carmel Capital Partners
California
$681K -$264K -1,054 -30%
NAM
673
NorthCrest Asset Manangement
Minnesota
$681K +$32.9K +131 +6%
GIM
674
Glenmede Investment Management
Pennsylvania
$681K -$57.4K -229 -8%
ICP
675
Interchange Capital Partners
Pennsylvania
$672K +$102K +408 +20%
25 26
27
28 29