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Name Holding Trade Value Shares
Change 		Change in
Stake
WANY
1251
Wealthspire Advisors (New York)
New York
$2.52M -$316K -1,948 -9%
IDP
1252
In-Depth Partners
Florida
$2.52M +$162K +1,002 +6%
IGM
1253
Incline Global Management
New York
$2.52M -$17.1M -105,575 -85%
DIA
1254
Dana Investment Advisors
Wisconsin
$2.52M +$620K +3,828 +26%
AWM
1255
Activest Wealth Management
Florida
$2.52M +$2.57M +15,870 +467%
HBCM
1256
Heron Bay Capital Management
Michigan
$2.52M +$2.37M +14,623 +373%
LAM
1257
Lynch Asset Management
Pennsylvania
$2.49M +$567K +3,500 +24%
QI
1258
Qtron Investments
Massachusetts
$2.48M – – –
OHIS
1259
Oak Harvest Investment Services
Texas
$2.48M -$163K -1,005 -5%
BFM
1260
Boston Financial Management
Massachusetts
$2.47M +$1.69M +10,415 +133%
KWA
1261
KCS Wealth Advisory
California
$2.47M +$487K +3,003 +20%
WFA
1262
Wipfli Financial Advisors
Wisconsin
$2.46M +$2.93M +18,084 New
WA
1263
Wasatch Advisors
Utah
$2.46M -$223K -1,375 -7%
TFS
1264
Thoroughbred Financial Services
Tennessee
$2.45M -$587K -3,624 -17%
CCP
1265
Clarkston Capital Partners
Michigan
$2.45M +$200K +1,235 +7%
SCM
1266
Schnieders Capital Management
California
$2.45M +$768K +4,740 +36%
WA
1267
Wealth Advisors
California
$2.44M -$212K -1,305 -7%
CCA
1268
Checchi Capital Advisers
California
$2.43M -$140K -864 -5%
FMWA
1269
Forvis Mazars Wealth Advisors
Missouri
$2.43M +$175K +1,079 +6%
RIA
1270
Realta Investment Advisors
Delaware
$2.43M +$87.4K +539 +3%
BCFS
1271
Butensky & Cohen Financial Security
Florida
$2.43M +$341K +2,102 +13%
XSC
1272
X-Square Capital
Puerto Rico
$2.43M +$8.59K +53 +0.3%
GI
1273
GS Investments
Minnesota
$2.42M +$7.29K +45 +0.3%
CICI
1274
Capital Investment Counsel Inc
North Carolina
$2.42M +$785K +4,845 +37%
SCI
1275
Stableford Capital II
Arizona
$2.4M -$324 -2 -0%
49 50
51
52 53