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Name Holding Trade Value Shares
Change 		Change in
Stake
GCM
2676
Glynn Capital Management
California
$1.94M – – –
FA
2677
FMA Advisory
Pennsylvania
$1.93M -$6.91K -42 -0.3%
LA
2678
LexAurum Advisors
Kansas
$1.93M +$428K +2,604 +27%
CC
2679
Copperleaf Capital
North Carolina
$1.93M -$51.6K -314 -3%
ZAM
2680
Zevin Asset Management
Massachusetts
$1.93M +$468K +2,845 +30%
1W
2681
1776 Wealth
Georgia
$1.92M +$302K +1,838 +18%
WA
2682
Waverly Advisors
Alabama
$1.92M +$127K +770 +7%
SWRP
2683
Summit Wealth & Retirement Planning
California
$1.91M +$164K +995 +9%
BRC
2684
Bell Rock Capital
Delaware
$1.91M -$459K -2,793 -19%
OIS
2685
Okabena Investment Services
Minnesota
$1.91M -$823K -5,003 -29%
GBA
2686
Garrison Bradford & Associates
New York
$1.91M +$941K +5,725 +89%
PCM
2687
Pointe Capital Management
Michigan
$1.91M +$138K +838 +7%
SWA
2688
Stratos Wealth Advisors
Ohio
$1.91M +$175K +1,064 +10%
AA
2689
Altman Advisors
Illinois
$1.91M -$1.37M -8,330 -41%
OCA
2690
Otter Creek Advisors
Florida
$1.9M -$164K -1,000 -8%
WA
2691
Wealth Architects
California
$1.9M +$184K +1,117 +10%
AC
2692
Addison Capital
Pennsylvania
$1.9M -$60.8K -370 -3%
GCM
2693
Glaxis Capital Management
Florida
$1.89M +$1.97M +12,000 New
FBFS
2694
First Business Financial Services
Wisconsin
$1.89M +$29.9K +182 +2%
PBO
2695
Peoples Bank (Ohio)
Ohio
$1.89M +$209K +1,273 +12%
DCM
2696
Delta Capital Management
New Jersey
$1.89M +$1.97M +11,950 New
CWM
2697
Connecticut Wealth Management
Connecticut
$1.88M +$152K +922 +8%
APW
2698
Acima Private Wealth
Virginia
$1.88M -$24.7K -150 -1%
OFS
2699
OneAscent Financial Services
Alabama
$1.88M +$281K +1,711 +17%
MFP
2700
Meridian Financial Partners
Virginia
$1.87M -$82.6K -502 -5%
106 107
108
109 110