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Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
976
Lyell Wealth Management
California
$259K -$9.17K -714 -3%
SPI
977
Sutton Place Investors
New York
$259K -$13K -1,008 -4%
OPWM
978
Oxinas Partners Wealth Management
Indiana
$257K -$28.5K -2,216 -9%
WMA
979
Wealth Management Associates
New Jersey
$257K +$67.1K +5,221 +31%
TC
980
Titleist Capital
Texas
$256K -$1.95K -152 -0.7%
IBOK
981
Independence Bank of Kentucky
Kentucky
$256K +$13.8K +1,075 +5%
WCM
982
Washburn Capital Management
Florida
$255K -$129K -10,050 -31%
EGA
983
E&G Advisors
Texas
$254K – – –
LWP
984
LMG Wealth Partners
Louisiana
$253K +$257K +19,993 New
CA
985
Continuum Advisory
Idaho
$253K -$29.2K -2,276 -9%
FFS
986
Founders Financial Securities
Maryland
$253K -$9.24K -719 -3%
BP
987
Ballentine Partners
Massachusetts
$253K -$86.4K -6,727 -24%
KCM
988
KRS Capital Management
Michigan
$252K -$24.2K -1,882 -8%
OGC
989
Oak Grove Capital
New Hampshire
$250K -$2.11M -164,609 -88%
MLFP
990
MPS Loria Financial Planners
Illinois
$250K +$44K +3,428 +19%
OFS
991
OneAscent Financial Services
Alabama
$249K -$938 -73 -0.3%
SIA
992
Soltis Investment Advisors
Utah
$249K +$13.2K +1,026 +5%
HCP
993
Hexagon Capital Partners
Arkansas
$249K -$14.4K -1,120 -5%
PWMG
994
Pinnacle Wealth Management Group
Michigan
$248K -$30.1K -2,343 -10%
AI
995
Accredited Investors
Minnesota
$247K +$1.03K +80 +0.4%
BHBT
996
Burke & Herbert Bank & Trust
Virginia
$247K – – –
HIP
997
HUB Investment Partners
Texas
$246K +$21.4K +1,665 +9%
QCG
998
Quadrant Capital Group
Ohio
$246K -$9.57K -745 -3%
PGWM
999
Pitti Group Wealth Management
New York
$245K +$271K +21,095 New
FT
1000
Fiduciary Trust
Massachusetts
$245K -$92.9K -7,231 -26%
38 39
40
41 42