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Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
1201
Farther Finance Advisors
California
$410K +$93.6K +358 +35%
OIAM
1202
OFI Invest Asset Management
France
$409K +$334K +1,275 +685%
TFG
1203
Taylor Financial Group
Virginia
$407K – – –
HWA
1204
Heartwood Wealth Advisors
Virginia
$406K – – –
C
1205
Certuity
Florida
$406K +$354K +1,353 New
CSIC
1206
Clifford Swan Investment Counsel
California
$404K +$78K +298 +28%
VWA
1207
Visionary Wealth Advisors
Illinois
$403K -$6.28K -24 -2%
LWL
1208
Leo Wealth LLC
Texas
$401K +$1.83K +7 +0.5%
SW
1209
SVB Wealth
Massachusetts
$399K -$88.4K -338 -20%
TPW
1210
Transatlantique Private Wealth
New York
$399K -$18.8K -72 -5%
DFG
1211
Delta Financial Group
New Jersey
$398K -$21.4K -82 -6%
BIG
1212
Brooklyn Investment Group
New York
$398K – – –
SGCA
1213
Steel Grove Capital Advisors
Tennessee
$396K -$141K -540 -29%
RPC
1214
Rossmore Private Capital
Connecticut
$395K +$345K +1,319 New
WCF
1215
West Coast Financial
California
$392K -$262 -1 -0.1%
AG
1216
AlTi Global
New York
$391K -$52.6K -201 -13%
MWM
1217
Massachusetts Wealth Management
Massachusetts
$388K -$26.2K -100 -7%
TYCC
1218
Texas Yale Capital Corp
Florida
$387K -$6.54K -25 -2%
VST
1219
Van Strum & Towne
California
$387K – – –
PA
1220
PFG Advisors
Arizona
$385K +$5.23K +20 +2%
CFS
1221
CRA Financial Services
New Jersey
$384K -$44.5K -170 -12%
FAIM
1222
Financial Advocates Investment Management
Washington
$384K -$342K -1,308 -51%
CFG
1223
Citizens Financial Group
Rhode Island
$381K +$142K +542 +74%
DCM
1224
DGS Capital Management
New Jersey
$380K +$332K +1,269 New
FMLI
1225
Fukoku Mutual Life Insurance
Japan
$378K – – –
47 48
49
50 51