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Name Holding Trade Value Shares
Change 		Change in
Stake
KIM
1276
Kestra Investment Management
Texas
$260K +$197K +761 +249%
FPCP
1277
Fort Point Capital Partners
California
$259K +$2.85K +11 +1%
CCG
1278
Cypress Capital Group
Florida
$258K -$1.78M -6,873 -87%
HA
1279
Herold Advisors
New York
$258K -$25.9K -100 -9%
WA
1280
WBH Advisory
Maryland
$257K – – –
BI
1281
Ballast Inc
Kentucky
$256K – – –
JFG
1282
Jefferies Financial Group
New York
$256K -$752K -2,900 -73%
FA
1283
Fortis Advisors
Pennsylvania
$256K -$119K -458 -30%
DP
1284
Denver PWM
Colorado
$255K – – –
TPA
1285
Trivium Point Advisory
Connecticut
$254K -$29K -112 -10%
RYIA
1286
Roehl & Yi Investment Advisors
Oregon
$254K +$25.4K +98 +10%
OCM
1287
One Capital Management
California
$254K +$270K +1,042 New
3IP
1288
3Chopt Investment Partners
Virginia
$253K +$268K +1,033 New
SS
1289
Sunbelt Securities
Texas
$253K -$12.7K -49 -5%
DWM
1290
Dakota Wealth Management
Florida
$252K -$37.8K -146 -12%
XT
1291
XTX Topco
Cayman Islands
$252K -$4.43M -17,104 -94%
MCM
1292
MV Capital Management
Maryland
$252K -$84.3K -325 -24%
FOA
1293
Five Oceans Advisors
California
$251K +$60.1K +232 +29%
TF
1294
Tudor Financial
Ohio
$251K – – –
CAL
1295
Capital Advisors Ltd
Ohio
$251K -$2.85K -11 -1%
BFC
1296
Bedel Financial Consulting
Indiana
$251K +$6.48K +25 +2%
LI
1297
LifeWealth Investments
Florida
$250K +$5.7K +22 +2%
HFRG
1298
Houlihan Financial Resource Group
Virginia
$250K -$10.4K -40 -4%
MMM
1299
Mendel Money Management
Illinois
$250K +$15.6K +60 +6%
CIC
1300
Carnegie Investment Counsel
Ohio
$249K +$4.93K +19 +2%
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