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Name Holding Trade Value Shares
Change 		Change in
Stake
HSA
826
HBK Sorce Advisory
Pennsylvania
$5.35M -$58.8K -843 -1%
SPC
827
Sigma Planning Corp
Michigan
$5.33M +$60.8K +872 +1%
IWM
828
IHT Wealth Management
Illinois
$5.32M -$86K -1,233 -2%
GIA
829
Gladstone Institutional Advisory
Florida
$5.32M +$118K +1,697 +2%
YL
830
YCG LLC
Texas
$5.32M -$404K -5,793 -7%
RA
831
RFG Advisory
Alabama
$5.32M +$152K +2,184 +3%
RPC
832
Rossmore Private Capital
Connecticut
$5.31M -$51.9K -745 -1%
SWP
833
Sagespring Wealth Partners
Tennessee
$5.31M +$371K +5,321 +8%
DEA
834
DoubleLine ETF Adviser
Florida
$5.28M +$79.3K +1,138 +2%
BHBT
835
Burke & Herbert Bank & Trust
Virginia
$5.27M -$819K -11,746 -13%
RC
836
Reik & Co
New York
$5.27M – – –
BMCM
837
Bryn Mawr Capital Management
Pennsylvania
$5.26M +$55.1K +791 +1%
BFA
838
Benedict Financial Advisors
Georgia
$5.25M +$27.2K +390 +0.5%
RIA
839
RPG Investment Advisory
California
$5.25M -$100K -1,434 -2%
EWA
840
Exencial Wealth Advisors
Oklahoma
$5.24M +$35.3K +506 +0.7%
TE
841
Tema ETFs
New York
$5.22M -$15.3K -220 -0.3%
BRM
842
Boston Research & Management
Massachusetts
$5.22M -$217K -3,113 -4%
BT
843
Banque Transatlantique
France
$5.21M +$1.74M +25,026 +50%
BW
844
BIP Wealth
Georgia
$5.2M +$2.33M +33,379 +81%
DAS
845
Dynamic Advisor Solutions
Arizona
$5.19M -$80.7K -1,157 -2%
SCP
846
Sandhill Capital Partners
New York
$5.17M -$13.7K -196 -0.3%
CAM
847
Columbia Asset Management
Michigan
$5.13M -$23.1K -332 -0.5%
HIC
848
Harvey Investment Company
Kentucky
$5.13M -$17.1K -245 -0.3%
LDB
849
Lee, Danner & Bass
Tennessee
$5.08M -$441K -6,333 -8%
MCA
850
MSH Capital Advisors
Arizona
$5.08M +$850K +12,195 +20%
32 33
34
35 36