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Name Holding Trade Value Shares
Change 		Change in
Stake
RAG
2751
RIA Advisory Group
Iowa
$8.18M +$335K +1,629 +4%
KCFA
2752
Key Client Fiduciary Advisors
New Jersey
$8.16M -$135K -655 -2%
ONSWM
2753
Old North State Wealth Management
North Carolina
$8.16M +$264K +1,285 +3%
LW
2754
Linscomb Wealth
Texas
$8.14M -$1.95M -9,494 -19%
SCM
2755
Sunbeam Capital Management
Georgia
$8.13M +$203K +989 +2%
FA
2756
Fermata Advisors
California
$8.13M +$390K +1,895 +5%
SM
2757
Senvest Management
New York
$8.12M +$8.35M +40,600 New
FOA
2758
Five Oceans Advisors
California
$8.12M +$10.9K +53 +0.1%
EML
2759
Eos Management LP
New York
$8.11M – – –
SCI
2760
Stableford Capital II
Arizona
$8.11M -$247K -1,202 -3%
DI
2761
Diligent Investors
California
$8.09M +$118K +573 +1%
EFG
2762
Elm3 Financial Group
Georgia
$8.09M -$189K -921 -2%
ACM
2763
Ayrshire Capital Management
Connecticut
$8.08M +$330K +1,605 +4%
VNA
2764
Valley National Advisers
Pennsylvania
$8.08M +$1.24M +6,051 +18%
MCA
2765
Magnolia Capital Advisors
Mississippi
$8.08M +$390K +1,899 +5%
MW
2766
Maia Wealth
Colorado
$8.07M +$581K +2,825 +8%
SR
2767
Swiss Re
Switzerland
$8.06M +$7.27M +35,370 +718%
KOC
2768
Koss-Olinger Consulting
Florida
$8.06M -$1.21M -5,863 -13%
DA
2769
Doliver Advisors
Texas
$8.06M +$48.5K +236 +0.6%
CWA
2770
Crux Wealth Advisors
California
$8.05M -$86.4K -420 -1%
CA
2771
Crewe Advisors
Utah
$8.05M +$935K +4,547 +13%
MIM
2772
Marco Investment Management
Georgia
$8.04M -$1.37M -6,686 -14%
TP
2773
Tranquility Partners
Tennessee
$8.04M +$196K +954 +2%
SLC
2774
Second Line Capital
Louisiana
$8.04M -$1.69M -8,197 -17%
WSWA
2775
Warren Street Wealth Advisors
California
$8.04M -$101K -492 -1%
109 110
111
112 113