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Name Holding Trade Value Shares
Change 		Change in
Stake
GC
1101
Guidance Capital
Kentucky
$1.04M +$15.5K +34 +2%
EFG
1102
Everhart Financial Group
Ohio
$1.04M +$26.5K +58 +3%
LCM
1103
Laurion Capital Management
New York
$1.04M +$1.01M +2,206 New
BTWM
1104
Baker Tilly Wealth Management
Wisconsin
$1.03M -$259K -567 -20%
LCM
1105
Landscape Capital Management
New Jersey
$1.03M +$1M +2,201 New
CFP
1106
Catalyst Financial Partners
Massachusetts
$1.03M +$72.1K +158 +8%
QWP
1107
Quotient Wealth Partners
Texas
$1.03M -$65.7K -144 -6%
AIM
1108
Aigen Investment Management
New York
$1.03M -$2.13M -4,673 -68%
FA
1109
Faithward Advisors
Pennsylvania
$1.02M -$14.6K -32 -1%
BFO
1110
Boston Family Office
Massachusetts
$1.02M +$602K +1,318 +154%
BI
1111
Bradyco Inc
Massachusetts
$1.02M – – –
TCWM
1112
Total Clarity Wealth Management
Illinois
$1.02M +$89K +195 +10%
NA
1113
Nottingham Advisors
New York
$1.01M +$456 +1 +0%
CRC
1114
Curi RMB Capital
Illinois
$1.01M +$984K +2,155 New
FFC
1115
First Financial Corp
Indiana
$1.01M -$99K -217 -9%
NAS
1116
NWF Advisory Services
California
$1M +$977K +2,141 New
DWAM
1117
Duncan Williams Asset Management
Tennessee
$1M +$173K +378 +22%
ALA
1118
Atlas Legacy Advisors
California
$998K +$204K +446 +27%
GRP
1119
Global Retirement Partners
California
$998K +$970K +2,126 New
FAIM
1120
Financial Advocates Investment Management
Washington
$997K -$4.11K -9 -0.4%
LAM
1121
L2 Asset Management
Massachusetts
$993K +$37.9K +83 +4%
RBC
1122
Romano Brothers & Co
Illinois
$991K +$45.2K +99 +5%
JFG
1123
Jefferies Financial Group
New York
$987K -$776K -1,701 -45%
FLFS
1124
Family Legacy Financial Solutions
North Carolina
$987K +$960K +2,103 New
CCM
1125
Cohen Capital Management
California
$986K – – –
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45
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