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Name Holding Trade Value Shares
Change 		Change in
Stake
EAM
1576
EdenTree Asset Management
United Kingdom
$372K – – –
FFA
1577
Founders Financial Alliance
North Carolina
$372K +$371K +3,744 New
RWM
1578
Revisor Wealth Management
Ohio
$371K +$109K +1,099 +42%
WE
1579
Wealth Effects
Massachusetts
$371K +$163K +1,645 +79%
WF
1580
Womack Financial
Texas
$370K +$143K +1,449 +64%
EW
1581
Evexia Wealth
Wisconsin
$369K -$147K -1,489 -32%
KNW
1582
Kesler Norman & Wride
Utah
$368K -$176K -1,778 -32%
CMAI
1583
Capital Management Associates Inc
Minnesota
$368K +$367K +3,707 New
NF
1584
Nvest Financial
New Hampshire
$368K +$93.7K +946 +34%
PCM
1585
PenderFund Capital Management
British Columbia, Canada
$367K – – –
SAM
1586
Silphium Asset Management
United Kingdom
$367K +$366K +3,700 New
VNA
1587
Valley National Advisers
Pennsylvania
$367K -$19.5K -197 -5%
RLIM
1588
Red Lighthouse Investment Management
New York
$367K +$495 +5 +0.1%
CGA
1589
Crescent Grove Advisors
Illinois
$364K +$363K +3,667 New
WC
1590
Wexford Capital
Florida
$364K +$363K +3,664 New
FWI
1591
Facet Wealth Inc
Maryland
$364K +$165K +1,670 +84%
MFIM
1592
Mesirow Financial Investment Management
Illinois
$363K +$62.9K +635 +21%
NL
1593
NWAM LLC
Washington
$362K +$81.4K +822 +29%
CIP
1594
Champlain Investment Partners
Vermont
$361K +$77.7K +785 +28%
ACM
1595
Adalta Capital Management
New York
$360K +$359K +3,630 New
AO
1596
Advisor OS
Illinois
$360K -$199K -2,011 -36%
DWM
1597
Dogwood Wealth Management
Kansas
$360K +$64.3K +649 +22%
LAM
1598
LECAP Asset Management
United Kingdom
$359K -$1.62M -16,391 -82%
AG
1599
AlTi Global
New York
$359K -$232K -2,347 -39%
IW
1600
Instrumental Wealth
Florida
$357K +$356K +3,599 New
62 63
64
65 66