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Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
651
Landscape Capital Management
New Jersey
$504K -$4.53M -393,470 -90%
FFWM
652
Future Financial Wealth Management
Ohio
$502K +$7.96K +691 +2%
RSWM
653
Robertson Stephens Wealth Management
California
$501K -$10.4K -903 -2%
HW
654
Hancock Whitney
Mississippi
$497K -$12.9K -1,123 -3%
PA
655
Planning Alternatives
Michigan
$496K -$4.67K -405 -1%
AAA
656
American Alpha Advisors
New York
$496K -$40.8K -3,544 -8%
SW
657
SkyOak Wealth
Michigan
$496K -$542 -47 -0.1%
BRWA
658
B. Riley Wealth Advisors
Florida
$494K -$160K -13,848 -25%
GKWIM
659
Gerber Kawasaki Wealth & Investment Management
California
$492K +$474K +41,175 New
IPW
660
Impact Partnership Wealth
Georgia
$489K +$471K +40,856 New
SC
661
Searle & Co
Connecticut
$488K +$9.6K +833 +2%
FCP
662
Fidelis Capital Partners
Florida
$488K +$310K +26,911 +193%
FHA
663
Flagship Harbor Advisors
Massachusetts
$488K +$3.2K +278 +0.7%
VCA
664
Verdence Capital Advisors
Maryland
$488K -$94.9K -8,235 -18%
TAM
665
Tocqueville Asset Management
New York
$486K -$231K -20,090 -33%
AMIM
666
Aull & Monroe Investment Management
Alabama
$484K +$576 +50 +0.1%
ISWM
667
Independent Solutions Wealth Management
New York
$483K +$519 +45 +0.1%
MYIA
668
Mount Yale Investment Advisors
Colorado
$482K +$357K +30,952 +332%
VSQM
669
V-Square Quantitative Management
Illinois
$481K +$3.78K +328 +0.8%
KFA
670
Krane Funds Advisors
New York
$478K -$61.9K -5,369 -12%
WW
671
Waterfront Wealth
Kansas
$475K -$784 -68 -0.2%
EA
672
Emerald Advisors
Washington
$471K +$21.9K +1,900 +5%
NSAM
673
North Star Asset Management
Wisconsin
$470K -$92 -8 -0%
BAM
674
Blueshift Asset Management
New Jersey
$469K +$452K +39,217 New
EFS
675
Essex Financial Services
Connecticut
$467K +$67.3K +5,840 +18%
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