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Name Holding Trade Value Shares
Change 		Change in
Stake
APM
926
a16z Perennial Management
California
$279K +$255K +4,580 New
FCBT
927
First Citizens Bank & Trust
North Carolina
$279K +$5.58K +100 +2%
WFI
928
West Family Investments
California
$279K +$2.34K +42 +0.9%
CA
929
CoreCap Advisors
Michigan
$277K -$42.9K -770 -14%
MC
930
Moors & Cabot
Massachusetts
$277K -$22.2K -398 -8%
IRP
931
Investment Research Partners
Pennsylvania
$277K +$223K +4,002 New
FFA
932
Florida Financial Advisors
Florida
$274K -$107K -1,921 -30%
BMC
933
Beaton Management Company
Massachusetts
$273K – – –
LAM
934
L2 Asset Management
Massachusetts
$273K +$7.58K +136 +3%
DWM
935
Drive Wealth Management
Utah
$272K +$2.45K +44 +1%
RMDI
936
R.M. Davis Inc
Maine
$271K – – –
WANY
937
Wealthspire Advisors (New York)
New York
$270K -$2.73K -49 -1%
AFT
938
Alpha Family Trust
California
$269K – – –
GWM
939
Geneos Wealth Management
Colorado
$267K -$238K -4,266 -49%
CIAS
940
Capital Investment Advisory Services
North Carolina
$265K +$5.46K +98 +2%
KP
941
Keel Point
Alabama
$265K +$242K +4,341 New
HA
942
Herold Advisors
New York
$262K -$78.1K -1,400 -25%
AW
943
Alteri Wealth
California
$262K +$239K +4,293 New
AWE
944
Avidian Wealth Enterprises
Texas
$260K +$238K +4,270 New
TW
945
TritonPoint Wealth
Maryland
$260K +$279 +5 +0.1%
RCAG
946
Rehmann Capital Advisory Group
Michigan
$260K +$1.51K +27 +0.6%
OFO
947
OneAscent Family Office
Alabama
$257K -$8.87K -159 -4%
JSL
948
JT Stratford LLC
Georgia
$256K -$36K -645 -13%
SP
949
Symmetry Partners
Connecticut
$255K +$233K +4,187 New
AAB
950
ABN AMRO Bank
Netherlands
$255K +$234K +4,199 New
36 37
38
39 40