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Name Holding Trade Value Shares
Change 		Change in
Stake
VFA
826
Valeo Financial Advisors
Indiana
$1.58M -$359K -5,515 -18%
CSP
827
Cary Street Partners
Virginia
$1.58M +$201K +3,078 +14%
TAI
828
Terra Alpha Investments
District of Columbia
$1.57M -$16.8K -257 -1%
AWM
829
Apollon Wealth Management
South Carolina
$1.57M -$151K -2,317 -9%
MC
830
Moors & Cabot
Massachusetts
$1.57M -$83K -1,274 -5%
RA
831
Ransom Advisory
Rhode Island
$1.57M +$75K +1,150 +5%
CCM
832
Cohen Capital Management
California
$1.57M +$1.6M +24,595 New
S
833
SimplyRich
California
$1.56M -$10.6K -162 -0.7%
GWP
834
Gen-Wealth Partners
Michigan
$1.56M +$170K +2,612 +12%
SCA
835
Snowden Capital Advisors
New York
$1.55M -$255K -3,907 -14%
DEA
836
DoubleLine ETF Adviser
Florida
$1.54M +$1.57M +24,097 New
HAG
837
HighPoint Advisor Group
Illinois
$1.53M +$298K +4,569 +24%
HI
838
Human Investing
Oregon
$1.51M -$31.6K -485 -2%
BDL
839
Banque de Luxembourg
Luxembourg
$1.5M +$219K +3,366 +17%
FMI
840
F/M Investments
District of Columbia
$1.49M +$686K +10,529 +82%
DA
841
Dover Advisors
Virginia
$1.49M -$8.93K -137 -0.6%
AFM
842
Abbot Financial Management
Massachusetts
$1.48M -$52.5K -805 -3%
BF
843
BOK Financial
Oklahoma
$1.48M -$90.5K -1,388 -6%
WANY
844
Wealthspire Advisors (New York)
New York
$1.48M +$379K +5,821 +33%
NICM
845
Neo Ivy Capital Management
New York
$1.47M +$183K +2,810 +14%
UAS
846
United Asset Strategies
New York
$1.47M +$26K +399 +2%
HWAM
847
Hennion & Walsh Asset Management
New Jersey
$1.47M +$287K +4,397 +23%
KCM
848
Kornitzer Capital Management
Kansas
$1.46M -$273K -4,193 -15%
ADL
849
Asset Dedication LLC
California
$1.46M -$583K -8,941 -28%
MAS
850
Meeder Advisory Services
Ohio
$1.45M -$25.7K -394 -2%
32 33
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