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KEYS

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
951
Axxcess Wealth Management
California
$236K +$230K +675 New
SCM
952
Semanteon Capital Management
Massachusetts
$236K -$13K -38 -5%
AG
953
Ascent Group
Virginia
$235K +$229K +671 New
LA
954
LVW Advisors
New York
$235K +$229K +671 New
SG
955
StoneX Group
New York
$235K +$230K +673 New
GFP
956
Gryphon Financial Partners
Ohio
$235K +$229K +670 New
B
957
Bailard
California
$234K +$229K +670 New
LFAS
958
Level Four Advisory Services
Texas
$233K -$20.8K -61 -8%
GAM
959
Gemmer Asset Management
California
$232K +$226K +664 New
CAM
960
Claret Asset Management
Quebec, Canada
$232K -$249K -729 -52%
JAG
961
Journey Advisory Group
Kentucky
$232K +$226K +662 New
RS
962
Retirement Solution
Washington
$232K +$226K +662 New
TWM
963
TRB Wealth Management
Texas
$231K +$225K +660 New
LFA
964
Legacy Financial Advisors
Kentucky
$231K +$225K +659 New
CW
965
CreativeOne Wealth
Kansas
$230K +$224K +656 New
QFW
966
QTR Family Wealth
Florida
$229K +$223K +654 New
JTWM
967
Jackson Thornton Wealth Management
Alabama
$227K +$221K +649 New
PA
968
Procyon Advisors
Connecticut
$226K -$34.1K -100 -13%
PCG
969
Prosperity Consulting Group
Maryland
$226K +$220K +645 New
SA
970
Stewardship Advisors
Pennsylvania
$225K +$219K +643 New
EWA
971
Elevate Wealth Advisory
Georgia
$224K +$218K +639 New
OP
972
Oslo Pensjonsforsikring
$223K +$165K +483 +312%
CFO
973
Cambient Family Office
Michigan
$222K +$216K +634 New
CHAM
974
Clear Harbor Asset Management
Connecticut
$222K +$216K +633 New
SOW
975
State of Wyoming
Wyoming
$221K -$208K -611 -49%
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39
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