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Name Holding Trade Value Shares
Change 		Change in
Stake
BMC
1276
Beaton Management Company
Massachusetts
$1.08M +$23.6K +125 +2%
MCC
1277
Malaga Cove Capital
California
$1.08M -$26.4K -140 -3%
LFA
1278
Legacy Financial Advisors
Kentucky
$1.08M +$119K +630 +14%
PCG
1279
Prosperity Consulting Group
Maryland
$1.07M -$40.6K -215 -4%
SF
1280
Symphony Financial
Texas
$1.07M +$6.78M +35,935 New
CFG
1281
Carr Financial Group
Massachusetts
$1.07M -$169K -895 -15%
TTIC
1282
Tower Trust & Investment Company
Iowa
$1.07M +$19.8K +105 +2%
AG
1283
AlTi Global
New York
$1.07M +$522K +2,765 +113%
GWANC
1284
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.07M +$739K +3,915 +308%
SIM
1285
Sentry Investment Management
Wisconsin
$1.07M – – –
APP
1286
Avantax Planning Partners
Iowa
$1.06M +$82.1K +435 +9%
KAS
1287
KPP Advisory Services
Kentucky
$1.06M +$73.6K +390 +8%
RIA
1288
Regal Investment Advisors
Michigan
$1.06M +$180K +955 +23%
PCM
1289
Prelude Capital Management
New York
$1.06M +$584K +3,095 +151%
SICM
1290
Sustainable Insight Capital Management
New York
$1.05M +$344K +1,825 +55%
CCC
1291
Compass Capital Corp
Massachusetts
$1.05M – – –
BL
1292
BFSG LLC
California
$1.05M +$928K +4,920 +2,589%
YDMI
1293
Y.D. More Investments
Israel
$1.05M -$18.9K -100 -2%
OL
1294
Optas LLC
Texas
$1.04M +$56.6K +300 +6%
IA
1295
IAM Advisory
Pennsylvania
$1.04M -$7.55K -40 -0.8%
AT
1296
American Trust
Kentucky
$1.04M -$6.6K -35 -0.7%
HAM
1297
Harmony Asset Management
Arizona
$1.04M – – –
AWA
1298
Aaron Wealth Advisors
Illinois
$1.04M +$169K +895 +22%
PP
1299
Postrock Partners
Oregon
$1.04M – – –
CI
1300
Corient IA
Florida
$1.03M – – –
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