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Name Holding Trade Value Shares
Change 		Change in
Stake
AC
626
AXQ Capital
New Jersey
$557K +$536K +46,551 New
MC
627
Moors & Cabot
Massachusetts
$553K +$2.25K +195 +0.4%
KA
628
KLCM Advisors
Wisconsin
$552K -$88K -7,636 -14%
JCM
629
Jacobi Capital Management
Pennsylvania
$551K +$20.8K +1,802 +4%
TFGT
630
TS Financial Group (TSFG)
Illinois
$549K -$11.5K -1,000 -2%
OFG
631
Oxford Financial Group
Indiana
$547K +$6K +521 +1%
BAM
632
BOS Asset Management
Illinois
$546K +$1.9K +165 +0.4%
RS
633
R Squared
Hong Kong
$545K +$525K +45,606 New
S
634
SignatureFD
Georgia
$540K +$657 +57 +0.1%
AA
635
Advisory Alpha
Michigan
$540K -$10.9K -950 -2%
AGP
636
Aspire Growth Partners
Florida
$539K -$181K -15,699 -26%
MGIA
637
Moneta Group Investment Advisors
Missouri
$529K -$13.7K -1,190 -3%
CFO
638
Callan Family Office
Pennsylvania
$528K -$117K -10,146 -19%
KIG
639
Kennedy Investment Group
New Jersey
$528K -$4.13K -358 -0.8%
EAM
640
Erste Asset Management
Austria
$525K -$2.57M -223,016 -84%
EGM
641
Engineers Gate Manager
New York
$525K +$505K +43,861 New
FM
642
Foster & Motley
Ohio
$522K +$47.9K +4,153 +11%
SAI
643
Savvy Advisors Inc
New York
$522K +$58K +5,037 +13%
KFS
644
Keynote Financial Services
Connecticut
$521K -$268K -23,297 -35%
CIC
645
Carnegie Investment Counsel
Ohio
$520K +$357 +31 +0.1%
TCM
646
Tang Capital Management
California
$519K -$369K -31,999 -42%
WANY
647
Wealthspire Advisors (New York)
New York
$514K -$93K -8,075 -16%
TPA
648
Trivium Point Advisory
Connecticut
$512K +$39.4K +3,418 +9%
VT
649
Volterra Technologies
New York
$508K +$490K +42,490 New
PFGIA
650
Patriot Financial Group Insurance Agency
Massachusetts
$505K -$146K -12,633 -23%
24 25
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