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Name Holding Trade Value Shares
Change 		Change in
Stake
GF
876
Gabelli Funds
New York
$690K -$62.5K -200 -8%
ZCA
877
Zeke Capital Advisors
Pennsylvania
$684K -$625 -2 -0.1%
DWM
878
Dakota Wealth Management
Florida
$680K -$47.5K -152 -6%
WANY
879
Wealthspire Advisors (New York)
New York
$676K +$35.3K +113 +5%
ACI
880
Alpha Cubed Investments
California
$672K +$28.1K +90 +4%
PA
881
PFG Advisors
Arizona
$671K +$14.7K +47 +2%
VEA
882
Virtus ETF Advisers
New York
$667K +$725K +2,320 New
VWA
883
V Wealth Advisors
Kansas
$665K -$15.6K -50 -2%
SC
884
SouthState Corp
Florida
$664K +$1.87K +6 +0.3%
WPW
885
Waldron Private Wealth
Pennsylvania
$664K +$48.7K +156 +7%
AG
886
Ascent Group
Virginia
$663K -$12.5K -40 -2%
CPWA
887
Cerro Pacific Wealth Advisors
California
$661K -$75.6K -242 -10%
EVM
888
Evelyn V. Moreno
$661K +$718K +2,298 New
WP
889
WealthSource Partners
California
$659K +$13.1K +42 +2%
DAC
890
Dividend Assets Capital
South Carolina
$653K – – –
BIC
891
Beach Investment Counsel
Pennsylvania
$647K – – –
ADL
892
Asset Dedication LLC
California
$645K +$339K +1,084 +94%
ZB
893
Zions Bancorporation
Utah
$641K -$47.2K -151 -6%
NWM
894
Nicola Wealth Management
British Columbia, Canada
$641K +$699K +2,239 New
TA
895
TFG Advisers
Michigan
$637K +$13.7K +44 +2%
OL
896
Optas LLC
Texas
$636K +$15.9K +51 +2%
ECM
897
Exchange Capital Management
Michigan
$632K -$31.2K -100 -4%
RW
898
REDW Wealth
New Mexico
$631K – – –
ECM
899
Evergreen Capital Management
Washington
$627K +$91.2K +292 +15%
ALAM
900
Asahi Life Asset Management
Japan
$625K -$57.2K -183 -8%
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