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Name Holding Trade Value Shares
Change 		Change in
Stake
RA
1476
RFG Advisory
Alabama
$508K +$12.4K +115 +2%
CI
1477
Cavalier Investments
Georgia
$507K -$243K -2,257 -27%
IP
1478
Investment Partners
Ohio
$507K +$117K +1,084 +22%
TCA
1479
Transcend Capital Advisors
New Jersey
$505K +$45.6K +424 +8%
LOPW
1480
Live Oak Private Wealth
North Carolina
$502K -$9.26K -86 -1%
GPA
1481
Garrison Point Advisors
California
$502K – – –
IIM
1482
InTrack Investment Management
Vermont
$502K +$2.69K +25 +0.4%
AIC
1483
Archer Investment Corporation
Indiana
$500K – – –
SCM
1484
SOL Capital Management
Maryland
$500K -$10.8K -100 -2%
GCM
1485
Gables Capital Management
Florida
$500K – – –
PAG
1486
Private Advisory Group
Washington
$500K +$647K +6,013 New
WA
1487
Wealth Alliance
New York
$499K +$87.1K +809 +16%
GCM
1488
Gladius Capital Management
Illinois
$495K +$641K +5,954 New
FWA
1489
FSM Wealth Advisors
Ohio
$491K +$19.5K +181 +3%
HL
1490
HeadInvest LLC
Maine
$491K +$34.3K +319 +6%
SFG
1491
Synergy Financial Group
California
$491K +$44.4K +412 +8%
MWA
1492
Meridian Wealth Advisors
Texas
$490K +$1.4K +13 +0.2%
EFS
1493
Essex Financial Services
Connecticut
$490K +$23.6K +219 +4%
DMBA
1494
Deseret Mutual Benefit Administrators
Utah
$487K -$473K -4,396 -43%
MSFS
1495
Main Street Financial Solutions
Pennsylvania
$487K -$22.3K -207 -3%
WCA
1496
Waypoint Capital Advisors
Minnesota
$487K – – –
TCM
1497
Triumph Capital Management
Colorado
$487K +$52K +483 +9%
TCM
1498
Twin Capital Management
Pennsylvania
$486K -$1.4K -13 -0.2%
DC
1499
DeDora Capital
California
$485K +$5.71K +53 +0.9%
JBA
1500
Johnson Bixby & Associates
Washington
$484K -$15.1K -140 -2%
58 59
60
61 62