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Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
651
LRT Capital Management
Texas
$307K +$304K +4,558 New
SF
652
Summit Financial
New Jersey
$306K +$30.8K +462 +11%
PAG
653
Private Advisor Group
New Jersey
$305K -$752K -11,294 -71%
GWMR
654
GC Wealth Management RIA
Massachusetts
$302K -$4.53K -68 -1%
ICP
655
Interchange Capital Partners
Pennsylvania
$299K +$296K +4,436 New
EWA
656
EP Wealth Advisors
California
$298K +$7.93K +119 +3%
SA
657
SPWM Advisors
Michigan
$296K -$79.8K -1,197 -24%
TAM
658
Trust Asset Management
Texas
$292K – – –
AUB
659
Atlantic Union Bankshares
Virginia
$288K -$51.4K -771 -15%
EWM
660
Empirical Wealth Management
Washington
$288K -$61.2K -919 -18%
CAG
661
Crestwood Advisors Group
Massachusetts
$286K -$51.3K -770 -15%
CIA
662
Capital Investment Advisors
Georgia
$283K +$280K +4,198 New
DEA
663
DoubleLine ETF Adviser
Florida
$282K -$39.4K -592 -12%
MWM
664
Marion Wealth Management
Pennsylvania
$276K +$273K +4,098 New
PA
665
Procyon Advisors
Connecticut
$275K +$15.6K +234 +6%
PWP
666
Phillips Wealth Planners
Mississippi
$273K +$248K +3,716 New
CTC
667
Central Trust Company
Missouri
$272K – – –
SWA
668
Stratos Wealth Advisors
Ohio
$271K +$1.93K +29 +0.7%
SWASL
669
Spartan Wealth Advisory Services LLC
Michigan
$269K -$23.3K -350 -8%
WE
670
Wealth Effects
Massachusetts
$269K – – –
LSA
671
Leonteq Securities AG
Switzerland
$268K -$772K -11,594 -74%
VC
672
Veery Capital
Delaware
$267K -$5.46K -82 -2%
WBC
673
Westpac Banking Corp
Australia
$267K – – –
VSQM
674
V-Square Quantitative Management
Illinois
$267K -$377K -5,656 -59%
TTWM
675
TCV Trust & Wealth Management
Virginia
$267K -$20.2K -303 -7%
25 26
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