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Name Holding Trade Value Shares
Change 		Change in
Stake
FIB
2226
First Interstate Bank
Montana
$827K +$235K +471 +41%
CAM
2227
Costello Asset Management
Pennsylvania
$824K -$65.8K -132 -8%
PSC
2228
Prentiss Smith & Co
Vermont
$824K – – –
1M
2229
1248 Management
Missouri
$824K +$543K +1,089 +211%
LSIA
2230
LaSalle St. Investment Advisors
Illinois
$823K +$15.5K +31 +2%
PPWM
2231
Paragon Private Wealth Management
Kentucky
$821K +$24.9K +50 +3%
PFG
2232
Prosperity Financial Group
California
$819K -$66.3K -133 -8%
XSC
2233
X-Square Capital
Puerto Rico
$819K -$19.9K -40 -2%
BBP
2234
Banco BTG Pactual
Brazil
$817K +$316K +633 +66%
BAM
2235
Belleair Asset Management
Florida
$815K – – –
GPA
2236
Guerra Pan Advisors
New Jersey
$814K – – –
BMC
2237
Beaton Management Company
Massachusetts
$813K – – –
WB
2238
Webster Bank
Connecticut
$811K -$83.3K -167 -10%
LPFG
2239
Landing Point Financial Group
Ohio
$810K +$499 +1 +0.1%
SAM
2240
Simplify Asset Management
Nevada
$810K +$25.4K +51 +3%
JWS
2241
Juncture Wealth Strategies
Arizona
$809K +$785K +1,575 New
KFI
2242
Key Financial Inc
Pennsylvania
$808K -$8.97K -18 -1%
VIA
2243
Victrix Investment Advisors
Florida
$808K +$6.98K +14 +0.9%
BW
2244
BXM Wealth
Colorado
$806K – – –
AF
2245
Abound Financial
California
$806K -$47.9K -96 -6%
QFA
2246
Quantum Financial Advisors
California
$806K -$12K -24 -2%
CA
2247
Claro Advisors
Massachusetts
$805K +$31.4K +63 +4%
MAM
2248
McLaughlin Asset Management
Illinois
$804K -$38.4K -77 -5%
PAW
2249
Plan A Wealth
Nebraska
$804K +$79.3K +159 +11%
GKFF
2250
George Kaiser Family Foundation
Oklahoma
$804K +$384K +771 +97%
88 89
90
91 92