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Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
1026
Cyndeo Wealth Partners
Florida
$227K -$3.29M -295,291 -94%
SCA
1027
Stonebridge Capital Advisors
Minnesota
$227K -$6.68K -600 -3%
DWM
1028
Dakota Wealth Management
Florida
$227K -$289 -26 -0.1%
RH
1029
RFG Holdings
Texas
$226K -$13.9K -1,253 -6%
GT
1030
Glenview Trust
Kentucky
$225K -$61.2K -5,501 -23%
WP
1031
WealthPLAN Partners
Nebraska
$225K -$37.3K -3,349 -15%
WA
1032
WP Advisors
California
$224K +$4.46K +401 +2%
SIA
1033
Soltis Investment Advisors
Utah
$224K -$18K -1,620 -8%
DFG
1034
Delta Financial Group
New Jersey
$224K -$1.7K -153 -0.8%
LCM
1035
Liberty Capital Management
Michigan
$224K – – –
CBA
1036
Coastal Bridge Advisors
Connecticut
$223K +$456 +41 +0.2%
CIC
1037
Carnegie Investment Counsel
Ohio
$222K -$94.3K -8,471 -32%
GWP
1038
Gateway Wealth Partners
Wisconsin
$222K -$209K -18,825 -51%
CBT
1039
CoreFirst Bank & Trust
Kansas
$222K -$144K -12,950 -42%
SFWA
1040
Summit Financial Wealth Advisors
Louisiana
$221K – – –
CTC
1041
Central Trust Company
Missouri
$221K -$18.7K -1,681 -8%
NAM
1042
NorthCrest Asset Manangement
Minnesota
$220K -$29.1K -2,611 -13%
BCV
1043
Banque Cantonale Vaudoise
Switzerland
$220K -$805K -72,335 -80%
PCM
1044
Penserra Capital Management
California
$220K -$42.5K -3,818 -17%
PWP
1045
Principle Wealth Partners
Connecticut
$219K -$22.1K -1,987 -10%
GCIA
1046
Gabelli & Co Investment Advisers
New York
$219K – – –
HWA
1047
Heritage Wealth Advisors
Virginia
$219K +$1.42K +128 +0.7%
DMBA
1048
Deseret Mutual Benefit Administrators
Utah
$218K -$33.4K -3,004 -14%
EFG
1049
Everhart Financial Group
Ohio
$218K +$70.6K +6,345 +55%
WMA
1050
Wealth Management Associates
New Jersey
$218K -$6.45K -580 -3%
40 41
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43 44