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Name Holding Trade Value Shares
Change 		Change in
Stake
QI
1551
Qtron Investments
Massachusetts
$310K -$124K -5,113 -36%
AP
1552
Americana Partners
Texas
$309K – – –
TA
1553
Tactive Advisors
Florida
$309K +$223K +9,199 New
SMWM
1554
Silvia McColl Wealth Management
California
$308K – – –
RPWA
1555
Regent Peak Wealth Advisors
Georgia
$308K +$223K +9,185 New
1WM
1556
1900 Wealth Management
Texas
$307K +$222K +9,159 New
AWA
1557
AmeriServ Wealth Advisors
Pennsylvania
$305K -$12.5K -516 -5%
FB
1558
First Bancorp
Maine
$305K -$3.88K -160 -2%
SFP
1559
Shepherd Financial Partners
Massachusetts
$305K -$36.4K -1,503 -14%
SFS
1560
Symphony Financial Services
Ohio
$304K +$220K +9,066 New
IP
1561
Ignite Planners
California
$303K -$12.7K -523 -5%
BHWA
1562
Beacon Harbor Wealth Advisors
Virginia
$302K – – –
TTWM
1563
TCV Trust & Wealth Management
Virginia
$302K +$218K +9,010 New
WTB
1564
Washington Trust Bank
Washington
$302K +$218K +8,999 New
LA
1565
Lynch & Associates
Indiana
$301K -$252K -10,410 -54%
FNB
1566
Farmers National Bank
Kentucky
$301K -$66.7K -2,754 -23%
BWS
1567
Broadway Wealth Solutions
Texas
$301K +$217K +8,960 New
SHFA
1568
SS&H Financial Advisors
Michigan
$300K -$4.84K -200 -2%
LA
1569
LVW Advisors
New York
$299K +$216K +8,917 New
MFWP
1570
Mosaic Family Wealth Partners
Missouri
$299K +$210K +8,675 New
GFA
1571
Gallagher Fiduciary Advisors
Illinois
$299K -$7.56K -312 -3%
CA
1572
Capital Advantage
California
$299K -$46.3K -1,910 -18%
FFWM
1573
Future Financial Wealth Management
Ohio
$299K -$6.06K -250 -3%
RFA
1574
Resurgent Financial Advisors
Georgia
$299K +$216K +8,900 New
TWP
1575
Tempus Wealth Planning
California
$299K -$731K -30,170 -77%
61 62
63
64 65