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FDX

Name Holding Trade Value Shares
Change 		Change in
Stake
FDS
876
First Dallas Securities
Texas
$906K – – –
DA
877
Doliver Advisors
Texas
$905K -$65.3K -234 -7%
CCG
878
Ceeto Capital Group
Florida
$905K – – –
MGIA
879
Moneta Group Investment Advisors
Missouri
$902K +$93.8K +336 +12%
DCM
880
Davis Capital Management
Florida
$901K +$17.6K +63 +2%
RCA
881
Roberts Capital Advisors
Colorado
$890K – – –
OFS
882
OneAscent Financial Services
Alabama
$888K +$97.2K +348 +12%
VSQM
883
V-Square Quantitative Management
Illinois
$886K +$152K +545 +21%
YP
884
YANKCOM Partnership
South Dakota
$886K +$879K +3,148 New
WPW
885
Waldron Private Wealth
Pennsylvania
$879K -$159K -569 -15%
HSA
886
HBK Sorce Advisory
Pennsylvania
$878K -$102K -364 -10%
CW
887
CreativeOne Wealth
Kansas
$868K +$290K +1,039 +51%
PL
888
Perpetual Ltd
Australia
$866K -$549K -1,967 -39%
PMSA
889
Patrick M. Sweeney & Associates
Illinois
$844K – – –
CIA
890
Cladis Investment Advisory
Montana
$844K – – –
AI
891
Atom Investors
Texas
$842K +$836K +2,993 New
OAM
892
Oxford Asset Management
United Kingdom
$840K +$834K +2,987 New
GI
893
GAMMA Investing
California
$839K +$69.2K +248 +9%
BAM
894
Belpointe Asset Management
Nevada
$835K +$279 +1 +0%
NW
895
NewEdge Wealth
Pennsylvania
$835K -$3.91K -14 -0.5%
JWBC
896
J.W. Burns & Co
New York
$835K -$44.7K -160 -5%
AWM
897
Apollon Wealth Management
South Carolina
$834K -$250K -895 -23%
KJHP
898
K.J. Harrison & Partners
Ontario, Canada
$828K – – –
TF
899
Trek Financial
Arizona
$828K -$2.79M -9,996 -77%
CFAM
900
Center For Asset Management
Florida
$828K -$558 -2 -0.1%
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