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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
751
Wealth Architects
California
$261K -$1.35K -6 -0.5%
SG
752
StoneX Group
New York
$261K +$31.9K +142 +14%
TCM
753
TimesSquare Capital Management
New York
$261K +$264K +1,175 New
AAM
754
Aureus Asset Management
Massachusetts
$259K – – –
SFP
755
Sandbox Financial Partners
Maryland
$258K +$261K +1,160 New
MLFP
756
MPS Loria Financial Planners
Illinois
$256K – – –
BFWA
757
Benchmark Financial Wealth Advisors
Florida
$256K +$38.4K +171 +17%
PCM
758
Palisade Capital Management
New Jersey
$256K +$258K +1,150 New
QSS
759
Quantitative Systematic Strategies
Florida
$253K +$256K +1,139 New
CAIMH
760
Central Asset Investments & Management Holdings
Hong Kong
$251K -$360K -1,601 -59%
GT
761
Glenmede Trust
Pennsylvania
$247K +$29.9K +133 +14%
HIC
762
Holderness Investments Company
North Carolina
$247K +$250K +1,111 New
RE
763
RBC Europe
United Kingdom
$247K +$81.3K +362 +48%
WF
764
WoodTrust Financial
Wisconsin
$244K +$2.47K +11 +1%
PCM
765
Prelude Capital Management
New York
$244K +$213K +947 +631%
PWMG
766
Prestige Wealth Management Group
New Jersey
$241K +$26.5K +118 +12%
FRA
767
Frank Rimerman Advisors
California
$240K +$243K +1,080 New
GAM
768
Gotham Asset Management
New York
$237K -$7.41K -33 -3%
RIA
769
Regal Investment Advisors
Michigan
$237K +$239K +1,065 New
PWM
770
Perigon Wealth Management
California
$236K -$106K -474 -31%
ACI
771
Alpha Cubed Investments
California
$234K +$6.07K +27 +3%
RA
772
RFG Advisory
Alabama
$233K -$42.2K -188 -17%
PMFA
773
Plante Moran Financial Advisors
Michigan
$231K +$101K +450 +76%
DWM
774
Dakota Wealth Management
Florida
$230K +$232K +1,033 New
NW
775
NewEdge Wealth
Pennsylvania
$230K +$233K +1,036 New
29 30
31
32 33