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Name Holding Trade Value Shares
Change 		Change in
Stake
BI
701
Bredin Investment
Delaware
$349K – – –
FA
702
FDx Advisors
Illinois
$345K -$3.11K -83 -0.9%
RFN
703
RDA Financial Network
Iowa
$345K +$18.9K +503 +6%
FLI
704
Family Legacy Inc
South Carolina
$339K -$5.74K -153 -2%
DIA
705
Davidson Investment Advisors
Montana
$339K – – –
MWVC
706
Morgens Waterfall Vintiadis & Co
New York
$338K – – –
TRAM
707
Tuscan Ridge Asset Management
Illinois
$336K -$127K -3,400 -28%
FSA
708
Franklin Street Advisors
North Carolina
$336K – – –
SCM
709
SOL Capital Management
Maryland
$335K – – –
KJHP
710
K.J. Harrison & Partners
Ontario, Canada
$331K – – –
WCM
711
Whitener Capital Management
North Carolina
$331K +$27.4K +732 +9%
WANY
712
Wealthspire Advisors (New York)
New York
$331K +$322K +8,579 New
GRP
713
Global Retirement Partners
California
$329K +$12.7K +339 +4%
AIC
714
Archer Investment Corporation
Indiana
$328K – – –
AWM
715
Avior Wealth Management
Nebraska
$316K -$28.9K -771 -9%
GH
716
GAM Holding
Switzerland
$314K +$306K +8,150 New
MFG
717
MidWestOne Financial Group
Iowa
$314K +$306K +8,150 New
SG
718
StoneX Group
New York
$310K +$14.2K +380 +5%
KFA
719
Kelleher Financial Advisors
New York
$309K +$302K +8,042 New
FFA
720
First Foundation Advisors
California
$307K +$299K +7,977 New
CAM
721
Cresset Asset Management
Illinois
$306K +$39.9K +1,064 +15%
SDWIA
722
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$305K +$46.9K +1,252 +19%
ACI
723
Alpha Cubed Investments
California
$303K -$7.61K -203 -3%
VWA
724
V Wealth Advisors
Kansas
$302K +$637 +17 +0.2%
CCM
725
Coldstream Capital Management
Washington
$300K -$32.5K -868 -10%
27 28
29
30 31