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Name Holding Trade Value Shares
Change 		Change in
Stake
OL
1451
Optas LLC
Texas
$380K -$2.12K -50 -0.5%
GCM
1452
G2 Capital Management
Ohio
$380K – – –
LCM
1453
LRT Capital Management
Texas
$379K +$426K +10,040 New
CG
1454
Castellan Group
Kentucky
$379K – – –
CWP
1455
Cyndeo Wealth Partners
Florida
$379K +$19.9K +470 +5%
MTC
1456
McDaniel Terry & Co
Texas
$378K – – –
DDC
1457
DF Dent & Co
Maryland
$378K – – –
LCC
1458
Lincoln Capital Corp
Rhode Island
$378K – – –
CCC
1459
Chelsea Counsel Company
California
$378K +$212K +5,000 +100%
CCP
1460
Cassia Capital Partners
North Carolina
$376K +$10.2K +240 +2%
OWA
1461
Opal Wealth Advisors
New York
$375K -$2.54K -60 -0.6%
PWM
1462
PRW Wealth Management
Massachusetts
$373K +$3.39K +80 +0.9%
AWM
1463
Angeles Wealth Management
California
$373K +$49.2K +1,160 +13%
AWM
1464
Aprio Wealth Management
Georgia
$372K +$176K +4,140 +73%
UAS
1465
United Asset Strategies
New York
$371K +$42.4K +1,000 +11%
FFP
1466
FourThought Financial Partners
Florida
$370K +$122K +2,880 +42%
FFA
1467
Fi3 Financial Advisors
Indiana
$370K +$92K +2,170 +28%
SFG
1468
Sovereign Financial Group
Connecticut
$369K +$114K +2,690 +38%
VAG
1469
VisionPoint Advisory Group
Texas
$369K -$156K -3,690 -27%
NPF
1470
Norris Perne & French
Michigan
$368K – – –
HA
1471
Herold Advisors
New York
$367K – – –
PPWM
1472
Paragon Private Wealth Management
Kentucky
$365K +$12.7K +300 +3%
BHB
1473
Bank Hapoalim BM
Israel
$365K -$424 -10 -0.1%
WA
1474
Wealthstream Advisors
New York
$365K +$410K +9,660 New
OWA
1475
Octavia Wealth Advisors
Ohio
$364K +$32.2K +760 +9%
57 58
59
60 61