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Name Holding Trade Value Shares
Change 		Change in
Stake
NW
1351
Naviter Wealth
Arkansas
$4.41M -$263K -475 -6%
BG
1352
Bahl & Gaynor
Ohio
$4.4M +$46.5K +84 +1%
FA
1353
Fiduciary Alliance
South Carolina
$4.39M +$92.4K +167 +2%
IIA
1354
IPG Investment Advisors
California
$4.39M -$18.3K -33 -0.4%
YWM
1355
Yukon Wealth Management
Kansas
$4.36M +$20.5K +37 +0.5%
PAM
1356
Peak Asset Management
Colorado
$4.33M -$50.3K -91 -1%
AWAU
1357
Alliance Wealth Advisors (Utah)
Utah
$4.33M -$397K -718 -9%
IDP
1358
In-Depth Partners
Florida
$4.31M -$939K -1,698 -18%
PS
1359
Pensionfund Sabic
Netherlands
$4.27M – – –
SI
1360
Symmetry Investments
Jersey
$4.27M +$4.2M +7,600 New
KA
1361
Klingman & Associates
New York
$4.23M +$178K +321 +4%
SIA
1362
Soltis Investment Advisors
Utah
$4.21M -$1.43M -2,577 -26%
GTAM
1363
Global Trust Asset Management
Florida
$4.18M +$208K +377 +5%
BEC
1364
Blue Edge Capital
Virginia
$4.18M -$4.98K -9 -0.1%
AAP
1365
Arax Advisory Partners
Colorado
$4.17M +$3.87K +7 +0.1%
JSW
1366
Journey Strategic Wealth
New Jersey
$4.17M +$1.59M +2,870 +63%
HFRG
1367
Houlihan Financial Resource Group
Virginia
$4.15M -$62.5K -113 -2%
CCM
1368
Cohen Capital Management
California
$4.14M – – –
FFA
1369
Fairfield Financial Advisors
Massachusetts
$4.14M -$17.7K -32 -0.4%
AI
1370
AXS Investments
New York
$4.14M -$1.35M -2,445 -25%
IBOK
1371
Independence Bank of Kentucky
Kentucky
$4.13M +$307K +555 +8%
VT
1372
Volterra Technologies
New York
$4.13M +$4.06M +7,345 New
CAAS
1373
Capital Asset Advisory Services
Michigan
$4.12M -$129K -233 -3%
PCS
1374
Personal CFO Solutions
New Jersey
$4.11M -$157K -283 -4%
LSA
1375
Leonteq Securities AG
Switzerland
$4.09M +$666K +1,204 +20%
53 54
55
56 57