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Name Holding Trade Value Shares
Change 		Change in
Stake
KF
576
Krilogy Financial
Missouri
$445K +$392K +6,067 New
IC
577
Inscription Capital
Texas
$437K +$196K +3,030 +85%
IWA
578
Invera Wealth Advisors
Oregon
$436K +$425K +6,568 New
OGF
579
Orin Green Financial
California
$434K – – –
TCPW
580
Twin City Private Wealth
North Carolina
$433K +$422K +6,529 New
CCM
581
Cinctive Capital Management
New York
$432K -$3.86M -59,641 -90%
TWA
582
Tulsa Wealth Advisors
Oklahoma
$430K +$419K +6,480 New
KP
583
Keel Point
Alabama
$430K +$12.5K +193 +3%
OC
584
Oppenheimer & Co
New York
$425K -$965K -14,923 -70%
HI
585
Harbour Investments
Wisconsin
$421K -$110K -1,697 -21%
FT
586
Fiduciary Trust
Massachusetts
$421K -$26K -402 -6%
IPAM
587
ICICI Prudential Asset Management
India
$415K +$15.3K +237 +4%
FFM
588
Forum Financial Management
Illinois
$408K +$202K +3,122 +103%
SWP
589
Stratos Wealth Partners
Ohio
$407K +$170K +2,632 +75%
BPA
590
Beacon Pointe Advisors
California
$406K +$7.11K +110 +2%
APWM
591
Argonautica Private Wealth Management
Massachusetts
$404K -$21.3K -330 -5%
GI
592
GAMMA Investing
California
$404K -$61.7K -955 -14%
RWP
593
Revolve Wealth Partners
New Jersey
$403K +$3.17K +49 +0.8%
CAM
594
Cresset Asset Management
Illinois
$401K -$9.57K -148 -2%
KA
595
KLCM Advisors
Wisconsin
$401K +$390K +6,037 New
CIA
596
Concurrent Investment Advisors
Florida
$396K +$123K +1,897 +47%
BC
597
Bridgefront Capital
Texas
$394K +$384K +5,932 New
CCFM
598
Clear Creek Financial Management
Washington
$389K -$78.7K -1,218 -17%
CCM
599
Coldstream Capital Management
Washington
$387K -$168K -2,601 -31%
SC
600
Syon Capital
California
$387K +$181K +2,793 +92%
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