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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
901
Cordatus Wealth Management
Pennsylvania
$284K – – –
OR
902
Olympiad Research
Connecticut
$283K +$279K +5,320 New
MFIM
903
Mesirow Financial Investment Management
Illinois
$283K -$4.77K -91 -2%
HA
904
Herold Advisors
New York
$282K – – –
LTAS
905
Linden Thomas Advisory Services
North Carolina
$281K -$4.14K -79 -1%
VIA
906
Virtus Investment Advisers
Connecticut
$279K – – –
FRA
907
Frank Rimerman Advisors
California
$279K +$35.3K +674 +15%
BAAM
908
Baker Avenue Asset Management
California
$279K -$20.9K -400 -7%
MNBTD
909
Moody National Bank Trust Division
Texas
$278K -$105 -2 -0%
IC
910
Iconiq Capital
California
$278K +$273K +5,214 New
AFP
911
Ausdal Financial Partners
Iowa
$277K +$272K +5,200 New
PFGIA
912
Patriot Financial Group Insurance Agency
Massachusetts
$277K -$23.3K -445 -8%
WA
913
WP Advisors
California
$275K -$28.8K -549 -10%
AC
914
ASB Consultores
Florida
$275K – – –
SW
915
SteelPeak Wealth
California
$274K -$23.6K -450 -8%
NRS
916
Neville Rodie & Shaw
New York
$272K – – –
MWM
917
Mission Wealth Management
California
$271K -$14.3K -274 -5%
RCWM
918
Royal Capital Wealth Management
Indiana
$270K +$13.4K +255 +5%
WC
919
Whitney & Co
New York
$269K -$15.7K -300 -6%
JGUA
920
John G. Ullman & Associates
New York
$269K -$26.2K -500 -9%
OWM
921
OneAscent Wealth Management
Alabama
$268K -$6.6K -126 -2%
EWA
922
Exencial Wealth Advisors
Oklahoma
$267K +$10.7K +205 +4%
CP
923
Camelot Portfolios
Ohio
$266K – – –
AA
924
Addison Advisors
Vermont
$264K +$29.1K +556 +13%
NI
925
NCP Inc
California
$262K -$21.3K -406 -8%
35 36
37
38 39