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FLR

Name Holding Trade Value Shares
Change 		Change in
Stake
GA
301
GoalVest Advisory
New York
$344K +$267K +6,700 New
EP
302
Essential Partners
California
$343K +$267K +6,697 New
FFM
303
Forum Financial Management
Illinois
$338K +$16.8K +421 +7%
NIMC
304
Nierenberg Investment Management Company
Washington
$336K – – –
AF
305
Allworth Financial
California
$333K +$16K +402 +7%
SAM
306
Seelaus Asset Management
New Jersey
$325K – – –
PA
307
Profund Advisors
Maryland
$322K -$23.7K -595 -9%
APG
308
Abacus Planning Group
South Carolina
$319K +$18.6K +467 +8%
CCM
309
Coldstream Capital Management
Washington
$316K -$24.9K -625 -9%
CCM
310
Crew Capital Management
Ohio
$315K -$3.95K -99 -2%
SCM
311
Shelton Capital Management
Colorado
$312K -$7.7K -193 -3%
LWM
312
Lyell Wealth Management
California
$308K -$239K -6,000 -50%
OF
313
Optimize Financial
California
$306K -$1.68K -42 -0.7%
IIM
314
Ironwood Investment Management
Massachusetts
$306K – – –
BC
315
Bridgefront Capital
Texas
$304K +$237K +5,932 New
JSW
316
Journey Strategic Wealth
New Jersey
$302K +$235K +5,885 New
BP
317
Ballentine Partners
Massachusetts
$299K +$232K +5,824 New
GT
318
Greenleaf Trust
Michigan
$297K -$66.6K -1,669 -22%
HCMT
319
Highland Capital Management (Tennessee)
Tennessee
$297K -$2.31K -58 -1%
WMP
320
Wealth Management Partners
Arizona
$289K +$221K +5,537 New
MGIA
321
Moneta Group Investment Advisors
Missouri
$284K +$221K +5,547 New
KAS
322
Kestra Advisory Services
Texas
$284K -$177K -4,446 -45%
SC
323
SouthState Corp
Florida
$282K -$399 -10 -0.2%
WCG
324
Weaver Consulting Group
California
$282K +$219K +5,500 New
DC
325
Diametric Capital
Massachusetts
$275K +$214K +5,358 New
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