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Name Holding Trade Value Shares
Change 		Change in
Stake
WI
951
Wahed Invest
New York
$625K -$71.5K -352 -11%
SCA
952
St. Clair Advisors
Ohio
$619K +$550K +2,709 New
NFG
953
Nations Financial Group
Iowa
$617K -$1.41M -6,951 -72%
NL
954
Navalign LLC
California
$613K +$70.5K +347 +15%
LWM
955
Lyell Wealth Management
California
$609K -$24.8K -122 -4%
HCA
956
Harbour Capital Advisors
Virginia
$609K -$30.5K -150 -5%
MMPW
957
Mitchell McLeod Pugh & Williams
Alabama
$608K +$203 +1 +0%
LAI
958
Legal Advantage Investments
California
$605K – – –
WIC
959
Woodmont Investment Counsel
Tennessee
$604K +$37.2K +183 +7%
CB
960
Community Bank
New York
$600K -$64K -315 -11%
EWM
961
Edge Wealth Management
New York
$599K -$74.1K -365 -12%
FFM
962
Forum Financial Management
Illinois
$598K -$1.83K -9 -0.3%
ABLA
963
Alan B. Lancz & Associates
Ohio
$594K – – –
DPIM
964
Duff & Phelps Investment Management
Illinois
$592K – – –
WWM
965
Westwood Wealth Management
California
$591K -$107K -525 -17%
LWAM
966
Legacy Wealth Asset Management
Minnesota
$590K -$2.84K -14 -0.5%
WIM
967
WealthPlan Investment Management
Nebraska
$590K -$102K -503 -16%
CCG
968
Chatham Capital Group
Georgia
$587K -$59.9K -295 -10%
SG
969
StoneX Group
New York
$586K -$12.2K -60 -2%
VI
970
Versor Investments
New York
$585K -$1.26M -6,225 -71%
IA
971
IFP Advisors
Florida
$579K -$1.53M -7,542 -71%
RFA
972
Register Financial Advisors
Georgia
$576K -$9.95K -49 -2%
PI
973
PFG Investments
New York
$576K +$512K +2,520 New
IAS
974
Insigneo Advisory Services
Florida
$575K +$72.3K +356 +17%
MC
975
Maverick Capital
Texas
$570K +$507K +2,496 New
37 38
39
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