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Name Holding Trade Value Shares
Change 		Change in
Stake
BG
2576
Bellevue Group
Switzerland
$628K +$615K +1,100 New
PPA
2577
Painted Porch Advisors
California
$626K -$36.3K -65 -6%
BWAM
2578
Boyd Watterson Asset Management
Ohio
$626K – – –
WA
2579
Waddell & Associates
Tennessee
$625K -$64.3K -115 -10%
WHG
2580
Westwood Holdings Group
Texas
$625K -$4.47K -8 -0.7%
MWM
2581
Mindset Wealth Management
Indiana
$624K +$559 +1 +0.1%
RMAM
2582
Raab & Moskowitz Asset Management
New Jersey
$624K -$11.2K -20 -2%
FFM
2583
Flagstone Financial Management
Nebraska
$622K +$2.79K +5 +0.5%
RMP
2584
Richards, Merrill & Peterson
Washington
$622K +$76.6K +137 +14%
TA
2585
Townsend & Associates
Colorado
$621K – – –
CIS
2586
Continental Investors Services
Washington
$620K -$2.24K -4 -0.3%
FAG
2587
Fortitude Advisory Group
Washington
$619K +$28K +50 +5%
VP
2588
Verum Partners
North Carolina
$618K -$3.91K -7 -0.6%
FCB
2589
First County Bank
Connecticut
$618K -$7.27K -13 -1%
M
2590
MATAURO
New York
$618K +$7.83K +14 +1%
OWM
2591
OneAscent Wealth Management
Alabama
$617K -$14K -25 -2%
FFO
2592
Fortitude Family Office
Arizona
$617K +$28.5K +51 +5%
RW
2593
RVW Wealth
California
$617K +$91.1K +163 +18%
GCM
2594
Gladius Capital Management
Illinois
$614K -$687K -1,229 -53%
DM
2595
Diversified Management
Wisconsin
$613K +$600K +1,073 New
PNC
2596
Park National Corp
Ohio
$611K -$54.8K -98 -8%
SA
2597
Sonoma Allocations
California
$609K -$297K -532 -32%
LSPW
2598
Lake Street Private Wealth
Illinois
$608K +$1.68K +3 +0.3%
FCM
2599
FJ Capital Management
Virginia
$607K -$464K -830 -44%
BWM
2600
BNB Wealth Management
Maryland
$606K +$594K +1,062 New
102 103
104
105 106