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Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
651
EP Wealth Advisors
California
$298K +$7.93K +119 +3%
SA
652
SPWM Advisors
Michigan
$296K -$79.8K -1,197 -24%
TAM
653
Trust Asset Management
Texas
$292K – – –
AUB
654
Atlantic Union Bankshares
Virginia
$288K -$51.4K -771 -15%
EWM
655
Empirical Wealth Management
Washington
$288K -$61.2K -919 -18%
CAG
656
Crestwood Advisors Group
Massachusetts
$286K -$51.3K -770 -15%
CIA
657
Capital Investment Advisors
Georgia
$283K +$280K +4,198 New
DEA
658
DoubleLine ETF Adviser
Florida
$282K -$39.4K -592 -12%
MWM
659
Marion Wealth Management
Pennsylvania
$276K +$273K +4,098 New
PA
660
Procyon Advisors
Connecticut
$275K +$15.6K +234 +6%
PWP
661
Phillips Wealth Planners
Mississippi
$273K +$248K +3,716 New
CTC
662
Central Trust Company
Missouri
$272K – – –
SWA
663
Stratos Wealth Advisors
Ohio
$271K +$1.93K +29 +0.7%
SWASL
664
Spartan Wealth Advisory Services LLC
Michigan
$269K -$23.3K -350 -8%
WE
665
Wealth Effects
Massachusetts
$269K – – –
LSA
666
Leonteq Securities AG
Switzerland
$268K -$772K -11,594 -74%
VC
667
Veery Capital
Delaware
$267K -$5.46K -82 -2%
WBC
668
Westpac Banking Corp
Australia
$267K – – –
VSQM
669
V-Square Quantitative Management
Illinois
$267K -$377K -5,656 -59%
TTWM
670
TCV Trust & Wealth Management
Virginia
$267K -$20.2K -303 -7%
OAM
671
Oppenheimer Asset Management
New York
$266K -$4.58M -68,749 -95%
OC
672
Oppenheimer & Co
New York
$266K -$136K -2,040 -34%
SBFM
673
S-Bank Fund Management
Finland
$265K +$262K +3,938 New
KF
674
Krilogy Financial
Missouri
$262K -$79.5K -1,194 -24%
PCM
675
Prelude Capital Management
New York
$260K -$112K -1,686 -30%
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