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Name Holding Trade Value Shares
Change 		Change in
Stake
PA
901
Profund Advisors
Maryland
$790K -$193K -665 -19%
MGIA
902
Moneta Group Investment Advisors
Missouri
$786K +$132K +454 +19%
IAIM
903
International Assets Investment Management
Florida
$785K +$2.21M +7,612 +6%
MOS
904
MGO One Seven
Ohio
$780K +$24.4K +84 +3%
ZIC
905
ZWJ Investment Counsel
Georgia
$779K -$47.9K -165 -5%
WA
906
WESPAC Advisors
California
$779K -$5.81K -20 -0.7%
MC
907
Matisse Capital
Oregon
$778K – – –
TCOV
908
Trust Company of Vermont
Vermont
$773K +$5.52K +19 +0.7%
NL
909
Navalign LLC
California
$773K +$581 +2 +0.1%
OFS
910
OneAscent Financial Services
Alabama
$770K -$95.5K -329 -11%
BAM
911
Belpointe Asset Management
Nevada
$765K +$162K +558 +25%
ACA
912
Aptus Capital Advisors
Alabama
$764K -$11.4M -39,354 -93%
JSW
913
Journey Strategic Wealth
New Jersey
$761K +$388K +1,335 +92%
BIA
914
BHK Investment Advisors
Alabama
$760K -$86.2K -297 -10%
CIM
915
CIM Investment Management
Pennsylvania
$755K -$22.4K -77 -3%
NWM
916
Northcape Wealth Management
New York
$755K – – –
RC
917
Roundview Capital
New Jersey
$753K -$138K -474 -15%
GI
918
GAMMA Investing
California
$748K +$243K +836 +44%
MCCP
919
Mission Creek Capital Partners
California
$747K -$59.5K -205 -7%
HCM
920
Howland Capital Management
Massachusetts
$747K – – –
AWM
921
Aries Wealth Management
Maine
$745K -$29K -100 -4%
LT
922
Legacy Trust
Michigan
$745K -$16.8K -58 -2%
OWA
923
Octavia Wealth Advisors
Ohio
$744K -$94.7K -326 -11%
EB
924
Exchange Bank
California
$740K -$23.5K -81 -3%
DFCM
925
Dark Forest Capital Management
Puerto Rico
$736K +$438K +1,508 +128%
35 36
37
38 39