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Name Holding Trade Value Shares
Change 		Change in
Stake
CCP
1251
Carmel Capital Partners
California
$795K +$159K +1,609 +25%
CFG
1252
Carr Financial Group
Massachusetts
$795K -$67.8K -685 -8%
ACH
1253
ArrowMark Colorado Holdings
Colorado
$794K – – –
JCM
1254
JAT Capital Management
Connecticut
$794K +$792K +8,000 New
BMWS
1255
Brady Martz Wealth Solutions
North Dakota
$793K +$37.3K +377 +5%
EI
1256
Ellevest Inc
New York
$793K -$13.1K -132 -2%
TPI
1257
Trust Point Inc
Wisconsin
$790K -$55K -556 -7%
THCM
1258
Taylor Hoffman Capital Management
Virginia
$788K -$9.9K -100 -1%
CIA
1259
Cladis Investment Advisory
Montana
$787K +$221K +2,230 +39%
SWGC
1260
Summit Wealth Group (Colorado)
Colorado
$786K -$23K -232 -3%
CCM
1261
Chiron Capital Management
Florida
$783K +$112K +1,129 +17%
CT
1262
Chicago Trust
Illinois
$780K +$474K +4,783 +155%
GA
1263
GraniteShares Advisors
New York
$778K -$210K -2,119 -21%
CCAM
1264
Crystal Cove Asset Management
California
$776K +$774K +7,820 New
HGWM
1265
Horst & Graben Wealth Management
Oregon
$776K +$1.78K +18 +0.2%
LA
1266
Legacy Advisors
Pennsylvania
$773K +$36.9K +373 +5%
MIC
1267
Means Investment Company
Maine
$772K -$71.4K -721 -8%
EPW
1268
Evolve Private Wealth
California
$772K -$367K -3,708 -32%
HWM
1269
Hohimer Wealth Management
Washington
$766K +$79.9K +807 +12%
AWE
1270
Avidian Wealth Enterprises
Texas
$764K -$162K -1,636 -18%
LFS
1271
Littlejohn Financial Services
Oregon
$764K +$762K +7,699 New
IRC
1272
Investors Research Corp
Georgia
$762K +$674K +6,809 +787%
CCC
1273
Compass Capital Corp
Massachusetts
$760K -$55.4K -560 -8%
SF
1274
Symphony Financial
Texas
$757K +$11.4K +115 +2%
FMB
1275
Field & Main Bank
Kentucky
$757K +$16.8K +170 +2%
49 50
51
52 53