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Name Holding Trade Value Shares
Change 		Change in
Stake
FIA
1501
Foundations Investment Advisors
Arizona
$425K +$78.9K +1,006 +26%
PIM
1502
Progressive Investment Management
Oregon
$424K – – –
MIM
1503
Miller Investment Management
Pennsylvania
$422K – – –
FA
1504
Fiduciary Alliance
South Carolina
$422K +$159K +2,029 +74%
IA
1505
IFG Advisors
Missouri
$421K +$18.7K +239 +5%
CIAS
1506
Capital Investment Advisory Services
North Carolina
$421K -$33.9K -432 -8%
XT
1507
XTX Topco
Cayman Islands
$418K +$371K +4,727 New
DIM
1508
Delta Investment Management
California
$417K -$276K -3,515 -43%
OAM
1509
Oxford Asset Management
United Kingdom
$416K +$369K +4,711 New
DSN
1510
D. Scott Neal
Kentucky
$416K – – –
AO
1511
Advisor OS
Illinois
$416K -$35.8K -457 -9%
PSB
1512
Piscataqua Savings Bank
New Hampshire
$415K – – –
HFM
1513
Hartford Funds Management
Pennsylvania
$414K +$63.1K +805 +21%
SPC
1514
Spirepoint Private Client
Florida
$414K -$23.3K -297 -6%
AWM
1515
Ameliora Wealth Management
Switzerland
$413K -$4.63K -59 -1%
CASB
1516
Cape Ann Savings Bank
Massachusetts
$413K +$5.88K +75 +2%
DFA
1517
Davies Financial Advisors
California
$413K -$30.7K -391 -8%
SFP
1518
Sweet Financial Partners
Minnesota
$412K -$1.31M -16,729 -78%
CNFG
1519
Creegan & Nassoura Financial Group
New Hampshire
$411K – – –
OWP
1520
Obermeyer Wealth Partners
Colorado
$410K -$15.1K -193 -4%
BSHC
1521
Breed's Hill Capital
Massachusetts
$409K -$29.6K -377 -8%
LAM
1522
L2 Asset Management
Massachusetts
$408K +$12.2K +155 +3%
WAG
1523
Wallace Advisory Group
California
$406K -$11.9K -152 -3%
EW
1524
Enzi Wealth
Texas
$406K +$1.57K +20 +0.4%
BC
1525
Barrett & Company
Rhode Island
$405K -$18.5K -236 -5%
59 60
61
62 63