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Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
1376
Exencial Wealth Advisors
Oklahoma
$903K -$42.9K -760 -5%
PPW
1377
Parcion Private Wealth
Washington
$902K -$18K -320 -2%
BWP
1378
BSW Wealth Partners
Colorado
$902K +$157K +2,780 +23%
HPC
1379
HM Payson & Co
Maine
$895K +$5.64K +100 +0.7%
ATIA
1380
American Trust Investment Advisors
New Hampshire
$894K -$39.5K -700 -5%
LAM
1381
LECAP Asset Management
United Kingdom
$893K +$177K +3,140 +27%
RW
1382
Rede Wealth
Virginia
$890K – – –
CIS
1383
Custom Index Systems
New York
$890K +$402K +7,130 +95%
TCA
1384
Transcend Capital Advisors
New Jersey
$887K -$47.4K -840 -5%
CF
1385
Copperwynd Financial
Arizona
$887K +$60.9K +1,080 +8%
PFWA
1386
Paces Ferry Wealth Advisors
Georgia
$886K +$16.4K +290 +2%
QWP
1387
Quotient Wealth Partners
Texas
$885K +$2.25K +40 +0.3%
PCG
1388
Prosperity Consulting Group
Maryland
$884K +$820K +14,550 New
ALAM
1389
Asahi Life Asset Management
Japan
$883K +$581K +10,300 +243%
SP
1390
SWS Partners
Ohio
$883K -$633K -11,220 -44%
AC
1391
Allstate Corporation
Illinois
$882K -$16.4K -290 -2%
OCM
1392
Orion Capital Management
California
$881K -$2.25K -40 -0.3%
UFF
1393
USA Financial Formulas
Michigan
$881K -$1.61M -28,540 -66%
ZF
1394
Zega Financial
Florida
$880K +$817K +14,490 New
ESB
1395
Essex Savings Bank
Connecticut
$876K – – –
NCM
1396
Next Capital Management
New York
$873K +$184K +3,260 +29%
FHA
1397
First Horizon Advisors
Tennessee
$872K +$360K +6,380 +80%
HIMC
1398
Heritage Investors Management Corp
Maryland
$872K +$14.1K +250 +2%
CFP
1399
Catalyst Financial Partners
Massachusetts
$870K +$27.1K +480 +4%
CIC
1400
Carnegie Investment Counsel
Ohio
$870K – – –
54 55
56
57 58