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KEYS

Name Holding Trade Value Shares
Change 		Change in
Stake
EFM
651
E Fund Management
China
$234K -$20.2K -149 -9%
OIS
652
Okabena Investment Services
Minnesota
$234K +$200K +1,470 New
SIA
653
Schechter Investment Advisors
Michigan
$234K +$199K +1,468 New
PFS
654
Prospera Financial Services
Texas
$232K -$59.1K -435 -23%
TPWA
655
TRUE Private Wealth Advisors
Oregon
$231K +$197K +1,451 New
LWM
656
Lodestone Wealth Management
Washington
$229K +$196K +1,441 New
SFO
657
Stokes Family Office
Louisiana
$226K +$193K +1,422 New
MGIA
658
Moneta Group Investment Advisors
Missouri
$225K -$38.3K -282 -17%
ACM
659
Andina Capital Management
Utah
$224K +$191K +1,407 New
BCM
660
Becker Capital Management
Oregon
$222K +$190K +1,397 New
FFM
661
Forum Financial Management
Illinois
$221K +$189K +1,390 New
MG
662
Marex Group
$221K +$188K +1,387 New
VA
663
Vident Advisory
Georgia
$219K -$1.12M -8,231 -86%
OWA
664
Outlook Wealth Advisors
Texas
$219K +$187K +1,374 New
HAIM
665
Hunter Associates Investment Management
Pennsylvania
$218K +$186K +1,370 New
BAM
666
Belpointe Asset Management
Nevada
$217K +$185K +1,364 New
DGAM
667
Desjardins Global Asset Management
Quebec, Canada
$217K -$214K -1,576 -54%
AAS
668
Avantax Advisory Services
Texas
$216K +$184K +1,357 New
FT
669
Fiduciary Trust
Massachusetts
$216K +$184K +1,355 New
BPA
670
Beacon Pointe Advisors
California
$213K -$178K -1,308 -49%
CCWM
671
Correct Capital Wealth Management
Missouri
$212K +$181K +1,335 New
ILI
672
Invesco LLC (Illinois)
Illinois
$212K +$181K +1,335 New
FMLI
673
Fukoku Mutual Life Insurance
Japan
$212K +$181K +1,331 New
PSCM
674
Per Stirling Capital Management
Texas
$210K +$180K +1,322 New
WWS
675
Wellington Wealth Strategies
Indiana
$210K +$180K +1,322 New
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