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Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
826
WNY Asset Management
New York
$374K +$1.43K +110 +0.4%
CF
827
Clarity Financial
Texas
$373K +$935 +72 +0.2%
OFS
828
OneAscent Financial Services
Alabama
$373K +$390K +30,054 New
ERIC
829
Eagle Rock Investment Company
Georgia
$373K – – –
MIP
830
Marietta Investment Partners
Wisconsin
$373K – – –
PAMP
831
Polar Asset Management Partners
Ontario, Canada
$373K +$390K +30,000 New
LIA
832
LS Investment Advisors
Michigan
$368K – – –
SHFA
833
SS&H Financial Advisors
Michigan
$366K +$382K +29,450 New
GITFIT
834
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$366K +$110K +8,500 +40%
MF
835
Manchester Financial
California
$366K +$1.61K +124 +0.4%
CCB
836
Cutter & Co Brokerage
Missouri
$363K -$177K -13,622 -32%
CPSC
837
Carl P. Sherr & Co
Massachusetts
$361K -$29K -2,230 -7%
ACA
838
Atlas Capital Advisors
Wyoming
$361K +$292K +22,465 +338%
SF
839
Summit Financial
New Jersey
$361K +$10.4K +804 +3%
IGAM
840
iA Global Asset Management
Quebec, Canada
$360K +$49.3K +3,800 +15%
IC
841
Inscription Capital
Texas
$360K -$3.25K -250 -0.9%
FIC
842
Family Investment Center
Missouri
$359K +$26 +2 +0%
ATFA
843
All Terrain Financial Advisors
Minnesota
$358K – – –
GC
844
Gratus Capital
Georgia
$357K -$92K -7,082 -20%
TC
845
TAP Consulting
Missouri
$357K -$36K -2,775 -9%
EB
846
Eastern Bank
Massachusetts
$357K – – –
WF
847
Wayfinding Financial
Washington
$356K +$220K +16,939 +141%
BAM
848
Belpointe Asset Management
Nevada
$351K -$276K -21,259 -43%
CCWM
849
Cassaday & Co Wealth Management
Virginia
$350K +$4.26K +328 +1%
LSAG
850
Lake Street Advisors Group
New Hampshire
$349K -$22.6K -1,738 -6%
32 33
34
35 36