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Name Holding Trade Value Shares
Change 		Change in
Stake
AFP
1026
Ausdal Financial Partners
Iowa
$380K -$87.1K -1,000 -20%
BFM
1027
Boothbay Fund Management
New York
$376K +$353K +4,050 New
PCM
1028
Prelude Capital Management
New York
$375K -$40.1K -460 -10%
CL
1029
Choreo LLC
Illinois
$375K +$351K +4,035 New
AS
1030
AM Squared
Hong Kong
$372K -$131K -1,500 -27%
MFG
1031
Merit Financial Group
Georgia
$371K -$315K -3,620 -48%
WEG
1032
World Equity Group
Illinois
$371K +$5.31M +60,925 New
SF
1033
Symphony Financial
Texas
$368K -$41.8K -480 -10%
KWM
1034
Kolinsky Wealth Management
New Jersey
$367K +$6.53K +75 +2%
SMA
1035
Sage Mountain Advisors
Georgia
$366K +$343K +3,935 New
RLIM
1036
Red Lighthouse Investment Management
New York
$364K -$47K -540 -12%
CS
1037
Capital Square
Tennessee
$364K -$69.2K -795 -17%
WTA
1038
Washington Trust Advisors
Massachusetts
$356K +$203K +2,330 +155%
CCM
1039
Chilton Capital Management
Texas
$355K +$333K +3,820 New
HFP
1040
Holistic Financial Partners
Indiana
$352K +$29.2K +335 +10%
PTC
1041
Petrus Trust Company
Texas
$352K +$29.2K +335 +10%
NIMI
1042
Natixis Investment Managers International
France
$351K -$158K -1,815 -32%
EPA
1043
Element Pointe Advisors
Florida
$349K -$21.8K -250 -6%
BFA
1044
BMS Financial Advisors
South Dakota
$348K +$50.9K +585 +19%
EAM
1045
Evanson Asset Management
California
$346K +$5.23K +60 +2%
AFG
1046
Atomi Financial Group
New York
$345K +$323K +3,710 New
FNBSF
1047
First National Bank Sioux Falls
South Dakota
$344K – – –
WANY
1048
Wealthspire Advisors (New York)
New York
$338K -$201K -2,305 -39%
CIA
1049
Compass Ion Advisors
Pennsylvania
$337K – – –
EAM
1050
Eventide Asset Management
Massachusetts
$334K +$105K +1,210 +51%
40 41
42
43 44