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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1651
Continuum Advisory
Idaho
$2.19M -$78.7K -137 -3%
CCM
1652
Cox Capital Management
Massachusetts
$2.18M -$1.71M -2,969 -44%
CFO
1653
CVA Family Office
Colorado
$2.18M -$10.3K -18 -0.5%
LFA
1654
Legacy Financial Advisors
Kentucky
$2.18M +$39.1K +68 +2%
V
1655
VeraBank
Texas
$2.18M +$28.7K +50 +1%
LA
1656
LM Advisors
California
$2.17M -$70.1K -122 -3%
HWA
1657
HCR Wealth Advisors
California
$2.17M -$9.19K -16 -0.4%
ANBT
1658
American National Bank & Trust
Texas
$2.16M +$261K +455 +14%
SFP
1659
Shepherd Financial Partners
Massachusetts
$2.16M -$5.74K -10 -0.3%
LWA
1660
Lantern Wealth Advisors
New York
$2.16M +$17.2K +30 +0.8%
RZH
1661
Relyea Zuckerberg Hanson
Connecticut
$2.15M -$145K -253 -6%
CIAS
1662
Capital Investment Advisory Services
North Carolina
$2.14M +$70.6K +123 +3%
BA
1663
Bellwether Advisors
Nebraska
$2.14M -$546K -950 -20%
OFW
1664
Omnia Family Wealth
Florida
$2.14M -$18.4K -32 -0.8%
BFA
1665
Beaumont Financial Advisors
Massachusetts
$2.14M -$18.4K -32 -0.8%
GIM
1666
Generali Investments Management
Slovenia
$2.13M – – –
TPW
1667
Transatlantique Private Wealth
New York
$2.13M +$41.9K +73 +2%
GWS
1668
Greykasell Wealth Strategies
California
$2.13M +$45.9K +80 +2%
CWP
1669
Curated Wealth Partners
California
$2.12M -$1.15K -2 -0.1%
MFGM
1670
Marshall Financial Group (Maryland)
Maryland
$2.12M +$28.7K +50 +1%
ICP
1671
Interchange Capital Partners
Pennsylvania
$2.12M +$379K +660 +21%
BFG
1672
Beacon Financial Group
Texas
$2.12M +$52.8K +92 +3%
TAP
1673
Tounjian Advisory Partners
Florida
$2.11M -$534K -930 -20%
KWM
1674
Kingsman Wealth Management
Florida
$2.11M -$582K -1,013 -21%
AC
1675
AlphaCore Capital
California
$2.11M +$647K +1,127 +44%
65 66
67
68 69