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Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1401
Simplify Asset Management
Nevada
$553K +$14.9K +150 +3%
TPCW
1402
TD Private Client Wealth
New York
$552K -$328K -3,313 -37%
1CP
1403
17 Capital Partners
Arizona
$551K -$24.8K -250 -4%
PWPS
1404
Pinnacle Wealth Planning Services
Ohio
$550K -$8.42K -85 -2%
PL
1405
Perpetual Ltd
Australia
$549K -$142K -1,437 -21%
LB
1406
Legacy Bridge
Iowa
$549K +$495 +5 +0.1%
KOCAA
1407
Knights of Columbus Asset Advisors
Connecticut
$547K -$802K -8,097 -60%
IAMH
1408
IvyRock Asset Management (HK)
Hong Kong
$546K +$545K +5,500 New
AF
1409
Aviso Financial
Ontario, Canada
$540K -$121K -1,225 -18%
IIA
1410
Integral Investment Advisors
California
$540K +$59.4K +600 +12%
AT
1411
American Trust
Kentucky
$539K +$29.5K +298 +6%
ISS
1412
Intesa Sanpaolo SpA.
Italy
$539K +$424K +4,280 +374%
AFT
1413
Alpha Family Trust
California
$539K +$537K +5,425 New
CIM
1414
CIM Investment Management
Pennsylvania
$535K -$41K -414 -7%
G
1415
Gainplan
Michigan
$534K +$533K +5,383 New
FFS
1416
Founders Financial Securities
Maryland
$534K +$141K +1,425 +36%
WFAG
1417
Worth Financial Advisory Group
North Carolina
$533K +$531K +5,366 New
LCWP
1418
Legacy Capital Wealth Partners
Arkansas
$532K +$55K +555 +12%
LCM
1419
Lazari Capital Management
California
$527K +$525K +5,307 New
PW
1420
PUREfi Wealth
Massachusetts
$526K +$525K +5,300 New
OFS
1421
OneAscent Financial Services
Alabama
$525K +$249K +2,517 +91%
CAM
1422
CenterStar Asset Management
Illinois
$524K +$522K +5,273 New
LWM
1423
LJI Wealth Management
Indiana
$523K +$522K +5,270 New
TFS
1424
Thoroughbred Financial Services
Tennessee
$523K -$686K -6,925 -57%
BMC
1425
Beaton Management Company
Massachusetts
$519K +$9.9K +100 +2%
55 56
57
58 59