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Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
726
Concurrent Investment Advisors
Florida
$515K +$93.5K +2,071 +23%
CT
727
Coastline Trust
Rhode Island
$513K -$1.35K -30 -0.3%
FCA
728
FinTrust Capital Advisors
South Carolina
$507K -$9.12K -202 -2%
FFM
729
Forum Financial Management
Illinois
$505K +$17K +377 +4%
CW
730
CreativeOne Wealth
Kansas
$504K +$29.9K +663 +7%
OAM
731
Ostrum Asset Management
France
$501K -$37.9K -839 -7%
SFP
732
Sweet Financial Partners
Minnesota
$499K -$85.1K -1,885 -15%
SAM
733
Sompo Asset Management
Japan
$498K -$135K -3,000 -22%
OFS
734
OneAscent Financial Services
Alabama
$497K -$20K -442 -4%
NCFG
735
New Century Financial Group
New Jersey
$495K -$503K -11,151 -51%
PWPS
736
Pinnacle Wealth Planning Services
Ohio
$491K +$47.8K +1,059 +11%
CFO
737
Custos Family Office
Texas
$490K +$1.22K +27 +0.3%
GITFIT
738
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$488K – – –
FDS
739
First Dallas Securities
Texas
$486K +$271 +6 +0.1%
AI
740
AdvisorShares Investments
Maryland
$480K +$464K +10,285 New
AWM
741
AE Wealth Management
Kansas
$478K +$152K +3,373 +49%
EIP
742
Easterly Investment Partners
Massachusetts
$472K -$23.3K -516 -5%
GL
743
Graypoint LLC
New York
$469K -$138K -3,053 -23%
CAM
744
Carret Asset Management
New York
$467K -$259K -5,740 -36%
WAM
745
Wolverine Asset Management
Illinois
$465K -$4.06M -90,000 -90%
CCM
746
Chiron Capital Management
Florida
$460K -$90.2K -1,998 -17%
WA
747
WealthTrust Axiom
Pennsylvania
$460K -$38.8K -859 -8%
CI
748
CX Institutional
Indiana
$459K +$7.49K +166 +2%
NCM
749
Narwhal Capital Management
Georgia
$459K -$95.9K -2,124 -18%
APG
750
Abacus Planning Group
South Carolina
$459K +$34K +753 +8%
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30
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