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Name Holding Trade Value Shares
Change 		Change in
Stake
UAML
726
US Asset Management LLC
Pennsylvania
$208K +$205K +3,083 New
IAA
727
Independent Advisor Alliance
North Carolina
$206K -$10.7K -160 -5%
EFS
728
Essex Financial Services
Connecticut
$204K -$15.2K -228 -7%
SW
729
Simplicity Wealth
New Jersey
$203K +$200K +3,007 New
EPW
730
Evolve Private Wealth
California
$202K -$16.1K -241 -7%
GT
731
Greenleaf Trust
Michigan
$202K +$200K +2,996 New
WA
732
Waddell & Associates
Tennessee
$200K +$198K +2,976 New
GJIA
733
Glass Jacobson Investment Advisors
Maryland
$187K – – –
AAM
734
Alphadyne Asset Management
New York
$186K +$184K +2,759 New
IA
735
IFG Advisory
Georgia
$169K +$167K +2,507 New
WAG
736
Wilkerson Advisory Group
Missouri
$163K -$18K -270 -10%
VIS
737
Vega Investment Solutions
France
$162K +$64.4K +966 +67%
VCM
738
Versant Capital Management
Arizona
$160K -$80.9K -1,215 -34%
HFS
739
Hantz Financial Services
Michigan
$150K +$44.3K +665 +43%
EFMH
740
E Fund Management (HK)
Hong Kong
$147K +$58.8K +882 +68%
LFG
741
Larson Financial Group
Missouri
$145K +$8.46K +127 +6%
SOW
742
State of Wyoming
Wyoming
$131K -$65.6K -985 -34%
HWM
743
HighMark Wealth Management
Minnesota
$127K -$64K -960 -34%
HWA
744
Heritage Wealth Advisors
Virginia
$125K – – –
TPCW
745
TD Private Client Wealth
New York
$117K +$21.6K +324 +23%
HI
746
Harbour Investments
Wisconsin
$117K -$13.8K -207 -11%
IA
747
IFP Advisors
Florida
$115K -$6.93K -104 -6%
IAS
748
IMA Advisory Services
Colorado
$108K +$100K +1,502 +1,502%
CA
749
Clearstead Advisors
Ohio
$103K +$46.3K +695 +83%
CIAM
750
Caitong International Asset Management
Hong Kong
$100K -$1.15M -17,250 -92%
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30
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