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Name Holding Trade Value Shares
Change 		Change in
Stake
O
476
Ossiam
France
$259K +$1.61K +20 +0.6%
AWM
477
Apollon Wealth Management
South Carolina
$252K +$21.6K +269 +9%
SFI
478
Siemens Fonds Invest
Germany
$251K +$249K +3,102 New
PAM
479
Peak Asset Management
Colorado
$250K – – –
PIA
480
Powell Investment Advisors
Florida
$249K – – –
PCA
481
Pallas Capital Advisors
Massachusetts
$248K +$223K +2,768 New
CI
482
Cigna Investments
Connecticut
$246K -$6.35K -79 -3%
FTC
483
Farmers Trust Company
Ohio
$243K – – –
MAS
484
Meeder Advisory Services
Ohio
$242K -$12.1K -151 -5%
MSFS
485
Main Street Financial Solutions
Pennsylvania
$240K +$31.5K +392 +15%
C
486
Certuity
Florida
$238K -$31.4K -390 -13%
KPWS
487
Kestra Private Wealth Services
Texas
$238K -$1.37K -17 -0.6%
SW
488
SlateStone Wealth
Florida
$238K -$162K -2,013 -41%
AFG
489
Atomi Financial Group
New York
$232K -$58.1K -723 -20%
MIM
490
Moseley Investment Management
Florida
$229K – – –
FTDI
491
First Trust Direct Indexing
Massachusetts
$227K -$7.48K -93 -3%
SFA
492
Sequoia Financial Advisors
Ohio
$226K +$24.4K +303 +12%
FFM
493
Forum Financial Management
Illinois
$219K -$8.84K -110 -4%
GCP
494
Gill Capital Partners
Colorado
$217K +$804 +10 +0.4%
NW
495
NewEdge Wealth
Pennsylvania
$217K +$215K +2,680 New
PWM
496
Palumbo Wealth Management
New York
$215K +$18K +224 +9%
CC
497
Callan Capital
California
$214K +$13.2K +164 +7%
BBI
498
Baxter Bros Inc
Connecticut
$214K – – –
P
499
&Partners
Tennessee
$213K +$212K +2,642 New
AF
500
Allworth Financial
California
$213K -$322 -4 -0.2%
18 19
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