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Name Holding Trade Value Shares
Change 		Change in
Stake
SHFG
1626
S Harris Financial Group
Texas
$201K -$12K -33 -5%
TWD
1627
True Wealth Design
Ohio
$199K +$14.2K +39 +7%
KFAS
1628
Keating Financial Advisory Services
Kansas
$199K +$30.9K +85 +15%
BW
1629
Basepoint Wealth
Iowa
$196K -$90.5K -249 -28%
CIAM
1630
Caitong International Asset Management
Hong Kong
$193K +$224K +617 New
CF
1631
Centaurus Financial
California
$192K +$727 +2 +0.3%
AWM
1632
Aberdeen Wealth Management
Illinois
$192K -$295K -812 -57%
PUI
1633
Purpose Unlimited Inc
$190K -$2.54K -7 -1%
EB
1634
Eastern Bank
Massachusetts
$188K – – –
OL
1635
OneFund LLC
Florida
$187K +$363 +1 +0.2%
CBT
1636
Crews Bank & Trust
Florida
$180K – – –
AF
1637
Alerus Financial
North Dakota
$180K – – –
BTC
1638
Bank & Trust Company
Illinois
$180K – – –
NSIM
1639
North Star Investment Management
Illinois
$179K – – –
CFO
1640
CVA Family Office
Colorado
$178K -$17.1K -47 -8%
T
1641
TOBAM
France
$175K -$473K -1,303 -70%
LP
1642
LMR Partners
United Kingdom
$172K +$200K +550 New
JFGIW
1643
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$170K -$18.2K -50 -8%
CT
1644
Caldwell Trust
Florida
$170K +$52K +143 +36%
SWM
1645
Spire Wealth Management
Virginia
$170K -$1.26M -3,479 -87%
LI
1646
LRI Investments
Florida
$169K -$103K -283 -34%
CSPIA
1647
Cary Street Partners Investment Advisory
Virginia
$168K +$19.6K +54 +11%
SR
1648
Swiss Re
Switzerland
$163K +$166K +457 +737%
SC
1649
Swan Capital
Florida
$162K – – –
HWA
1650
HHM Wealth Advisors
Tennessee
$159K -$2.18K -6 -1%
64 65
66
67 68