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Name Holding Trade Value Shares
Change 		Change in
Stake
SPWM
1526
Schrum Private Wealth Management
Florida
$286K +$58.4K +128 +27%
MAM
1527
Montchanin Asset Management
Delaware
$286K – – –
GHA
1528
Granite Harbor Advisors
Texas
$286K +$44.3K +97 +19%
EA
1529
Everpar Advisors
Oklahoma
$285K -$36.5K -80 -12%
AI
1530
AXS Investments
New York
$284K -$89K -195 -25%
CCA
1531
Cottonwood Capital Advisors
Utah
$283K -$11.4K -25 -4%
TFA
1532
Teamwork Financial Advisors
Texas
$282K +$270K +591 New
CSPAM
1533
Cary Street Partners Asset Management
Virginia
$279K -$5.93K -13 -2%
CHP
1534
Cable Hill Partners
Oregon
$278K – – –
HWP
1535
Hibernia Wealth Partners
Louisiana
$278K -$9.58K -21 -3%
CWA
1536
Canvas Wealth Advisors
Kansas
$278K +$266K +583 New
NAS
1537
NWF Advisory Services
California
$277K +$265K +581 New
BCG
1538
Breakwater Capital Group
New Jersey
$277K +$21.9K +48 +9%
FA
1539
Fermata Advisors
California
$276K +$39.2K +86 +17%
CCA
1540
Catalyst Capital Advisors
New York
$276K -$52.5K -115 -17%
WWS
1541
Wellington Wealth Strategies
Indiana
$276K +$276K +604 New
ZIM
1542
Zacks Investment Management
Illinois
$275K +$42K +92 +19%
BAM
1543
BOS Asset Management
Illinois
$275K – – –
PK
1544
Pflug Koory
Nebraska
$274K +$262K +575 New
HFS
1545
Hoge Financial Services
Pennsylvania
$273K +$20.5K +45 +9%
I
1546
InceptionR
California
$273K +$261K +572 New
SG
1547
StoneX Group
New York
$271K -$25.6K -56 -9%
IIM
1548
InTrack Investment Management
Vermont
$270K -$47K -103 -15%
TC
1549
Trilogy Capital
California
$270K -$15.1K -33 -6%
VAS
1550
Vestmark Advisory Solutions
Massachusetts
$270K -$13.2K -29 -5%
60 61
62
63 64