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Name Holding Trade Value Shares
Change 		Change in
Stake
EC
926
EntryPoint Capital
New York
$402K +$388K +8,655 New
BB
927
Berkshire Bank
Massachusetts
$398K -$6.19K -138 -2%
TWP
928
Tyche Wealth Partners
Texas
$396K -$126K -2,806 -25%
PP
929
PDS Planning
Ohio
$394K +$8.12K +181 +2%
KWM
930
Kingsview Wealth Management
Oregon
$393K +$142K +3,170 +60%
FLPIM
931
F.L. Putnam Investment Management
Massachusetts
$393K -$246K -5,479 -39%
BWP
932
Burling Wealth Partners
Illinois
$392K -$14.2K -316 -4%
LT
933
Legacy Trust
Michigan
$391K -$6.28K -140 -2%
3IP
934
3Chopt Investment Partners
Virginia
$390K +$43.3K +964 +13%
HSA
935
HBK Sorce Advisory
Pennsylvania
$390K +$15.5K +345 +4%
JFA
936
JNBA Financial Advisors
Minnesota
$387K -$19.5K -435 -5%
PAMG
937
Patton Albertson Miller Group
Tennessee
$387K -$53.9K -1,201 -13%
WPA
938
West Paces Advisors
Georgia
$386K +$127K +2,833 +52%
KFA
939
Krane Funds Advisors
New York
$385K +$376K +8,372 New
GC
940
Gilbert & Cook
Iowa
$384K -$35.6K -793 -9%
DWM
941
Dakota Wealth Management
Florida
$383K +$370K +8,247 New
CIA
942
Capital Investment Advisors
Georgia
$381K +$4.35K +97 +1%
BFG
943
Bouchey Financial Group
New York
$380K +$17.1K +380 +5%
AFP
944
Ausdal Financial Partners
Iowa
$379K -$11.5K -256 -3%
RMDI
945
R.M. Davis Inc
Maine
$379K -$5.12K -114 -1%
CSPIA
946
Cary Street Partners Investment Advisory
Virginia
$379K +$6.37K +142 +2%
CAM
947
Chesapeake Asset Management
New York
$377K +$181K +4,029 +99%
SLA
948
Silver Lake Advisory
Utah
$376K – – –
PWAM
949
Private Wealth Asset Management
Iowa
$374K -$104K -2,312 -22%
WBC
950
Westpac Banking Corp
Australia
$374K -$60K -1,338 -14%
36 37
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