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Name Holding Trade Value Shares
Change 		Change in
Stake
NA
1101
Nottingham Advisors
New York
$1.01M – – –
EFG
1102
Everhart Financial Group
Ohio
$1M +$134K +298 +16%
QT
1103
Quantbot Technologies
New York
$994K -$2.93M -6,508 -75%
FAIM
1104
Financial Advocates Investment Management
Washington
$993K -$43.2K -96 -4%
SLWA
1105
San Luis Wealth Advisors
California
$993K -$35.6K -79 -4%
GM
1106
GeoWealth Management
Illinois
$990K -$302K -670 -24%
TW
1107
TritonPoint Wealth
Maryland
$982K +$44.1K +98 +5%
WIA
1108
World Investment Advisors
California
$982K +$208K +463 +28%
FMLI
1109
Fukoku Mutual Life Insurance
Japan
$982K -$13.5K -30 -1%
CCM
1110
Cohen Capital Management
California
$979K – – –
CGL
1111
Clarius Group LLC
Washington
$967K -$104K -231 -10%
VFA
1112
Values First Advisors
Tennessee
$961K -$94.1K -209 -9%
MCM
1113
Monarch Capital Management
Indiana
$952K -$48.6K -108 -5%
TIA
1114
Trust Investment Advisors
Indiana
$950K +$19.8K +44 +2%
LAM
1115
L2 Asset Management
Massachusetts
$947K +$85.5K +190 +10%
CFP
1116
Catalyst Financial Partners
Massachusetts
$947K +$23.4K +52 +3%
AG
1117
AlTi Global
New York
$946K -$78.8K -175 -8%
CC
1118
Centiva Capital
New York
$941K -$1.48M -3,293 -62%
TBA
1119
Tower Bridge Advisors
Pennsylvania
$941K -$94.5K -210 -9%
MGWM
1120
Marks Group Wealth Management
Minnesota
$939K -$56.7K -126 -6%
WFI
1121
West Family Investments
California
$938K – – –
RBC
1122
Romano Brothers & Co
Illinois
$938K +$2.25K +5 +0.2%
HC
1123
Hourglass Capital
Texas
$935K +$904K +2,008 New
WAG
1124
Windsor Advisory Group
Ohio
$931K – – –
XT
1125
XTX Topco
Cayman Islands
$928K -$1.49M -3,320 -62%
43 44
45
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