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Name Holding Trade Value Shares
Change 		Change in
Stake
LFAS
801
Level Four Advisory Services
Texas
$1.23M -$290K -4,790 -17%
DA
802
Dover Advisors
Virginia
$1.23M -$9.7K -160 -0.7%
TCA
803
Transcend Capital Advisors
New Jersey
$1.22M -$194K -3,205 -12%
CWS
804
Confluence Wealth Services
Pennsylvania
$1.21M +$120K +1,973 +9%
SC
805
Savant Capital
Illinois
$1.21M +$23.2K +382 +2%
LIM
806
Leavell Investment Management
Alabama
$1.21M -$200K -3,300 -13%
SPFA
807
Summit Place Financial Advisors
New Jersey
$1.21M -$187K -3,080 -12%
UAS
808
United Asset Strategies
New York
$1.2M -$25.7K -424 -2%
HI
809
Human Investing
Oregon
$1.18M -$81.3K -1,340 -6%
HWA
810
Heartwood Wealth Advisors
Virginia
$1.18M +$1.36M +22,356 New
SSG
811
Summit Securities Group
New York
$1.17M +$1.29M +21,285 +2,262%
CFM
812
Coronation Fund Managers
South Africa
$1.17M -$12.6M -208,048 -90%
AWE
813
Avidian Wealth Enterprises
Texas
$1.16M +$1.11M +18,360 +500%
EIP
814
Easterly Investment Partners
Massachusetts
$1.16M +$1.33M +22,000 New
HA
815
Herold Advisors
New York
$1.16M +$27.6K +456 +2%
FTWA
816
Fifth Third Wealth Advisors
Ohio
$1.16M -$309K -5,091 -19%
RA
817
RiverPark Advisors
New York
$1.15M +$82.3K +1,357 +7%
BF
818
BOK Financial
Oklahoma
$1.15M -$89.1K -1,469 -6%
PCM
819
Parsons Capital Management
Rhode Island
$1.15M +$352K +5,812 +37%
BIM
820
Baldwin Investment Management
Pennsylvania
$1.14M +$1.58K +26 +0.1%
BFA
821
Benedict Financial Advisors
Georgia
$1.14M +$40K +660 +3%
SWMG
822
Signature Wealth Management Group
Georgia
$1.14M +$1.31M +21,591 New
ACMA
823
Arbor Capital Management (Alaska)
Alaska
$1.14M +$200K +3,297 +16%
TE
824
Tema ETFs
New York
$1.14M +$6.79K +112 +0.5%
OCBCO
825
Oversea-Chinese Banking Corp (OCBC)
Singapore
$1.13M +$5.34K +88 +0.4%
31 32
33
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