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Name Holding Trade Value Shares
Change 		Change in
Stake
AF
2451
Atala Financial
California
$571K +$7.49K +85 +1%
SB
2452
Sunflower Bank
Texas
$570K +$29.2K +331 +6%
FFB
2453
First Financial Bankshares
Texas
$569K -$17.6K -200 -3%
QF
2454
QVT Financial
New York
$569K – – –
MF
2455
Magnetar Financial
Illinois
$567K +$209K +2,373 +64%
VC
2456
VarCov Co
Connecticut
$566K +$519K +5,890 New
AAG
2457
Armstrong Advisory Group
Massachusetts
$566K -$98.1K -1,113 -16%
DJYG
2458
David J. Yvars Group
Florida
$564K -$794K -9,015 -61%
WTA
2459
Washington Trust Advisors
Massachusetts
$562K +$64.2K +729 +14%
BMC
2460
Bear Mountain Capital
Washington
$562K -$12.9K -146 -2%
SFS
2461
Summit Financial Strategies
Ohio
$562K -$20.9K -237 -4%
WE
2462
Wealth Effects
Massachusetts
$562K +$34.4K +390 +7%
RWA
2463
Roberts Wealth Advisors
California
$562K +$515K +5,840 New
PFW
2464
Petros Family Wealth
Minnesota
$561K -$100K -1,140 -16%
IA
2465
IFG Advisors
Missouri
$561K +$3.17K +36 +0.6%
IAG
2466
Investmark Advisory Group
Connecticut
$561K – – –
ACM
2467
Andina Capital Management
Utah
$558K -$112K -1,273 -18%
ACM
2468
Academy Capital Management
Texas
$558K – – –
PFM
2469
Phillips Financial Management
Indiana
$557K +$1.32K +15 +0.3%
BPW
2470
Bingham Private Wealth
California
$557K +$34.6K +393 +7%
WPWM
2471
Western Pacific Wealth Management
Illinois
$556K +$242K +2,750 +91%
CAU
2472
Caxton Associates (UK)
$555K +$84.6K +960 +20%
OFS
2473
OneAscent Financial Services
Alabama
$555K +$98.8K +1,121 +24%
AWM
2474
Ameliora Wealth Management
Switzerland
$554K -$24.2K -275 -5%
DBG
2475
De Burlo Group
Massachusetts
$554K -$11.7M -132,600 -96%
97 98
99
100 101