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Name Holding Trade Value Shares
Change 		Change in
Stake
SCP
726
Sender Company & Partners
New York
$507K +$634K +45,305 New
ICG
727
InterOcean Capital Group
Tennessee
$506K +$7.35K +525 +1%
CA
728
Carson Advisory
Georgia
$506K +$13.7K +978 +2%
SWM
729
Sculati Wealth Management
Michigan
$506K +$97.9K +6,998 +18%
KWM
730
Kaydan Wealth Management
Michigan
$505K -$41K -2,930 -6%
SWM
731
Silverlake Wealth Management
Vermont
$504K +$3.25K +232 +0.5%
KA
732
Kintegral Advisory
New York
$500K – – –
CRIG
733
Charter Research & Investment Group
Connecticut
$497K – – –
CBT
734
CoreFirst Bank & Trust
Kansas
$497K +$7.61K +544 +1%
NFSG
735
Newbridge Financial Services Group
Florida
$494K -$1.69K -121 -0.3%
GF
736
Gabelli Funds
New York
$493K – – –
ESCM
737
Echo Street Capital Management
New York
$493K +$260K +18,607 +73%
AF
738
Advisornet Financial
Minnesota
$489K -$26.3K -1,881 -4%
MGAM
739
McGowan Group Asset Management
Texas
$489K +$14.6K +1,043 +2%
AIA
740
Affinity Investment Advisors
California
$488K -$2.66K -190 -0.4%
OWM
741
OneAscent Wealth Management
Alabama
$482K -$81.9K -5,854 -12%
5L
742
55I LLC
Massachusetts
$481K +$370K +26,464 +161%
LWAC
743
Laurel Wealth Advisors (California)
California
$480K -$41.7K -2,983 -7%
CG
744
Caprock Group
Idaho
$478K -$38.1K -2,719 -6%
AWS
745
AJ Wealth Strategies
New York
$478K +$157K +11,237 +36%
DI
746
Diligent Investors
California
$477K +$4.81K +344 +0.8%
S
747
SignatureFD
Georgia
$477K +$24.9K +1,781 +4%
ZCA
748
Zeke Capital Advisors
Pennsylvania
$476K +$1.67K +119 +0.3%
MYAM
749
Meiji Yasuda Asset Management
Japan
$475K -$57.2K -4,090 -9%
HH
750
Hilltop Holdings
Texas
$475K -$32.9K -2,351 -5%
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