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Name Holding Trade Value Shares
Change 		Change in
Stake
TA
901
Tectonic Advisors
Texas
$1.52M – – –
RRCM
902
Rappaport Reiches Capital Management
Illinois
$1.51M -$18.8K -510 -1%
LOIP
903
Live Oak Investment Partners
Texas
$1.51M – – –
GA
904
Geller Advisors
New York
$1.5M +$496K +13,460 +65%
FCA
905
Fortis Capital Advisors
Kansas
$1.5M +$73.7K +2,000 +6%
CAM
906
CenterStar Asset Management
Illinois
$1.5M +$1.25M +34,010 New
BFEC
907
Benjamin F. Edwards & Company
Missouri
$1.5M +$210K +5,700 +20%
LJAC
908
L.J. Altfest & Co
New York
$1.5M +$210K +5,710 +20%
WP
909
Westmount Partners
California
$1.5M +$117K +3,180 +10%
SG
910
StoneX Group
New York
$1.48M -$7K -190 -0.6%
IB
911
Intrust Bank
Kansas
$1.48M +$2.58K +70 +0.2%
CFG
912
Cooper Financial Group
California
$1.47M +$69.2K +1,880 +6%
WAM
913
Werlinich Asset Management
Connecticut
$1.47M – – –
KA
914
Kintegral Advisory
New York
$1.46M – – –
APP
915
Avantax Planning Partners
Iowa
$1.45M -$12.5K -340 -1%
BWP
916
Balboa Wealth Partners
Arizona
$1.44M +$263K +7,130 +28%
ATC
917
Argent Trust Co
Tennessee
$1.44M +$234K +6,360 +24%
SCM
918
Schnieders Capital Management
California
$1.44M +$29.8K +810 +3%
PCMU
919
Paragon Capital Management (Utah)
Utah
$1.43M -$875K -23,750 -42%
EW
920
Evoke Wealth
California
$1.43M +$59.7K +1,620 +5%
WWM
921
WT Wealth Management
Arizona
$1.43M -$150K -4,070 -11%
SP
922
SWS Partners
Ohio
$1.42M -$338K -9,190 -22%
PIM
923
Profit Investment Management
Maryland
$1.42M -$46.4K -1,260 -4%
GSEP
924
Golden State Equity Partners
California
$1.42M +$1.18M +32,160 New
H
925
HoyleCohen
California
$1.41M – – –
35 36
37
38 39