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Name Holding Trade Value Shares
Change 		Change in
Stake
PIA
1676
Powell Investment Advisors
Florida
$319K – – –
BWP
1677
Baldwin Wealth Partners
Massachusetts
$315K – – –
RPC
1678
Rossmore Private Capital
Connecticut
$315K +$12.5K +65 +3%
SCA
1679
Sandy Cove Advisors
Massachusetts
$314K -$5.78K -30 -2%
MAG
1680
MRA Advisory Group
New Jersey
$311K -$46.3K -240 -11%
TP
1681
Tranquility Partners
Tennessee
$311K +$3.85K +20 +1%
FA
1682
FDx Advisors
Illinois
$310K -$140K -725 -27%
EW
1683
Evexia Wealth
Wisconsin
$309K +$20.2K +105 +6%
RPWA
1684
Regent Peak Wealth Advisors
Georgia
$309K -$3.85K -20 -1%
CSPIA
1685
Cary Street Partners Investment Advisory
Virginia
$308K +$964 +5 +0.3%
MPM
1686
MBB Public Markets
Illinois
$307K +$372K +1,930 New
IFA
1687
Index Fund Advisors
California
$307K +$371K +1,925 New
KIM
1688
Kestra Investment Management
Texas
$306K +$205K +1,065 +125%
EAM
1689
Empirical Asset Management
Massachusetts
$304K -$199K -1,035 -35%
OHWP
1690
Oak Harbor Wealth Partners
North Carolina
$303K +$367K +1,905 New
LJAC
1691
L.J. Altfest & Co
New York
$303K -$56.9K -295 -13%
WC
1692
Weil Company
California
$303K +$366K +1,900 New
RWM
1693
RKL Wealth Management
Pennsylvania
$302K -$964 -5 -0.3%
WPW
1694
Watershed Private Wealth
Illinois
$301K – – –
EFSCE
1695
Enterprise Financial Services Corp (EFSC)
Missouri
$301K -$20.2K -105 -5%
JSC
1696
Jackson Square Capital
California
$299K -$5.76M -29,890 -94%
TFIPS
1697
Towarzystwo Funduszy Inwestycyjnych PZU SA
$299K +$37.6K +195 +12%
ML
1698
McAdam LLC
Pennsylvania
$297K – – –
GAG
1699
GM Advisory Group
New York
$296K -$103K -535 -22%
FF
1700
Farrell Financial
New York
$296K +$964 +5 +0.3%
66 67
68
69 70