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Name Holding Trade Value Shares
Change 		Change in
Stake
CSPIA
1726
Cary Street Partners Investment Advisory
Virginia
$2.13M +$234K +423 +13%
V
1727
VeraBank
Texas
$2.12M +$27.7K +50 +1%
GA
1728
Guerra Advisors
Florida
$2.12M +$341K +617 +20%
MC
1729
Middleton & Co
Massachusetts
$2.12M +$96.8K +175 +5%
CIM
1730
Cambria Investment Management
California
$2.12M +$2.09M +3,771 New
HWA
1731
HCR Wealth Advisors
California
$2.12M -$40.9K -74 -2%
LWA
1732
Lantern Wealth Advisors
New York
$2.11M +$2.19M +3,959 New
LFA
1733
Legacy Financial Advisors
Kentucky
$2.11M -$11.6K -21 -0.6%
RSWM
1734
Robertson Stephens Wealth Management
California
$2.11M +$813K +1,470 +64%
RA
1735
Ransom Advisory
Rhode Island
$2.11M +$52.5K +95 +3%
VA
1736
Valmark Advisers
Ohio
$2.11M +$68K +123 +3%
GIM
1737
Generali Investments Management
Slovenia
$2.11M +$552K +999 +36%
SSWM
1738
Strait & Sound Wealth Management
California
$2.11M -$19.9K -36 -1%
CWP
1739
Curated Wealth Partners
California
$2.1M +$553 +1 +0%
PIM
1740
Platinum Investment Management
Australia
$2.09M -$841K -1,520 -29%
CC
1741
Copperleaf Capital
North Carolina
$2.08M -$16.6K -30 -0.8%
MFGM
1742
Marshall Financial Group (Maryland)
Maryland
$2.08M -$208K -377 -9%
DF
1743
Dunhill Financial
United Kingdom
$2.08M +$990K +1,791 +50%
AF
1744
Arrow Financial
New York
$2.07M -$49.8K -90 -2%
AWMT
1745
AAFMAA Wealth Management & Trust
North Carolina
$2.06M -$225K -406 -10%
TPW
1746
Transatlantique Private Wealth
New York
$2.06M +$25.4K +46 +1%
GWS
1747
Greykasell Wealth Strategies
California
$2.06M +$17.1K +31 +0.9%
CIAS
1748
Capital Investment Advisory Services
North Carolina
$2.05M +$276K +499 +16%
NMG
1749
New Millennium Group
Utah
$2.05M +$1.75M +3,167 +670%
LAM
1750
L2 Asset Management
Massachusetts
$2.05M +$95.7K +173 +5%
68 69
70
71 72