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Name Holding Trade Value Shares
Change 		Change in
Stake
DA
876
Doliver Advisors
Texas
$905K -$65.3K -234 -7%
CCG
877
Ceeto Capital Group
Florida
$905K – – –
MGIA
878
Moneta Group Investment Advisors
Missouri
$902K +$93.8K +336 +12%
DCM
879
Davis Capital Management
Florida
$901K +$17.6K +63 +2%
RCA
880
Roberts Capital Advisors
Colorado
$890K – – –
OFS
881
OneAscent Financial Services
Alabama
$888K +$97.2K +348 +12%
VSQM
882
V-Square Quantitative Management
Illinois
$886K +$152K +545 +21%
YP
883
YANKCOM Partnership
South Dakota
$886K +$879K +3,148 New
WPW
884
Waldron Private Wealth
Pennsylvania
$879K -$159K -569 -15%
HSA
885
HBK Sorce Advisory
Pennsylvania
$878K -$102K -364 -10%
CW
886
CreativeOne Wealth
Kansas
$868K +$290K +1,039 +51%
PL
887
Perpetual Ltd
Australia
$866K -$549K -1,967 -39%
PMSA
888
Patrick M. Sweeney & Associates
Illinois
$844K – – –
CIA
889
Cladis Investment Advisory
Montana
$844K – – –
AI
890
Atom Investors
Texas
$842K +$836K +2,993 New
OAM
891
Oxford Asset Management
United Kingdom
$840K +$834K +2,987 New
GI
892
GAMMA Investing
California
$839K +$69.2K +248 +9%
BAM
893
Belpointe Asset Management
Nevada
$835K +$279 +1 +0%
NW
894
NewEdge Wealth
Pennsylvania
$835K -$3.91K -14 -0.5%
JWBC
895
J.W. Burns & Co
New York
$835K -$44.7K -160 -5%
AWM
896
Apollon Wealth Management
South Carolina
$834K -$250K -895 -23%
KJHP
897
K.J. Harrison & Partners
Ontario, Canada
$828K – – –
TF
898
Trek Financial
Arizona
$828K -$2.79M -9,996 -77%
CFAM
899
Center For Asset Management
Florida
$828K -$558 -2 -0.1%
PWA
900
Prairie Wealth Advisors
Nebraska
$823K – – –
34 35
36
37 38