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Name Holding Trade Value Shares
Change 		Change in
Stake
FPCP
1276
Fort Point Capital Partners
California
$259K +$2.85K +11 +1%
CCG
1277
Cypress Capital Group
Florida
$258K -$1.78M -6,873 -87%
HA
1278
Herold Advisors
New York
$258K -$25.9K -100 -9%
WA
1279
WBH Advisory
Maryland
$257K – – –
BI
1280
Ballast Inc
Kentucky
$256K – – –
JFG
1281
Jefferies Financial Group
New York
$256K -$752K -2,900 -73%
FA
1282
Fortis Advisors
Pennsylvania
$256K -$119K -458 -30%
DP
1283
Denver PWM
Colorado
$255K – – –
TPA
1284
Trivium Point Advisory
Connecticut
$254K -$29K -112 -10%
RYIA
1285
Roehl & Yi Investment Advisors
Oregon
$254K +$25.4K +98 +10%
OCM
1286
One Capital Management
California
$254K +$270K +1,042 New
3IP
1287
3Chopt Investment Partners
Virginia
$253K +$268K +1,033 New
SS
1288
Sunbelt Securities
Texas
$253K -$12.7K -49 -5%
DWM
1289
Dakota Wealth Management
Florida
$252K -$37.8K -146 -12%
XT
1290
XTX Topco
Cayman Islands
$252K -$4.43M -17,104 -94%
MCM
1291
MV Capital Management
Maryland
$252K -$84.3K -325 -24%
FOA
1292
Five Oceans Advisors
California
$251K +$60.1K +232 +29%
TF
1293
Tudor Financial
Ohio
$251K – – –
CAL
1294
Capital Advisors Ltd
Ohio
$251K -$2.85K -11 -1%
BFC
1295
Bedel Financial Consulting
Indiana
$251K +$6.48K +25 +2%
HFRG
1296
Houlihan Financial Resource Group
Virginia
$250K -$10.4K -40 -4%
MMM
1297
Mendel Money Management
Illinois
$250K +$15.6K +60 +6%
CIC
1298
Carnegie Investment Counsel
Ohio
$249K +$4.93K +19 +2%
RW
1299
Rede Wealth
Virginia
$247K +$1.3K +5 +0.5%
RPWA
1300
Regent Peak Wealth Advisors
Georgia
$246K -$3.63K -14 -1%
50 51
52
53 54