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Name Holding Trade Value Shares
Change 		Change in
Stake
SPA
3051
Sherbrooke Park Advisers
New York
$753K -$1.37M -29,490 -66%
SWA
3052
Strata Wealth Advisors
Texas
$753K +$52.4K +1,130 +8%
HGA
3053
Hobbs Group Advisors
South Carolina
$752K +$704K +15,190 New
AWM
3054
Austin Wealth Management
Texas
$752K +$34.3K +740 +8%
CAS
3055
Coppell Advisory Solutions
Texas
$751K -$1.94M -41,760 -73%
PFA
3056
Pathway Financial Advisers
Indiana
$750K -$28.7K -620 -4%
PAM
3057
Peak Asset Management
Colorado
$748K -$19K -410 -3%
AC
3058
Addison Capital
Pennsylvania
$747K -$48.2K -1,040 -6%
TIM
3059
Tevis Investment Management
Texas
$746K -$61.6K -1,330 -8%
BHWM
3060
Beaird Harris Wealth Management
Texas
$745K +$77.4K +1,670 +12%
EWP
3061
Elevation Wealth Partners
California
$745K +$794K +17,130 New
CHA
3062
Cooper/Haims Advisors
New York
$743K -$8.34K -180 -1%
RTC
3063
Riverview Trust Company
Washington
$743K +$57.9K +1,250 +9%
AC
3064
AXQ Capital
New Jersey
$743K +$695K +15,000 New
PI
3065
Parkside Investments
Illinois
$743K +$695K +15,000 New
PAWA
3066
Palo Alto Wealth Advisors
California
$742K +$6.03K +130 +0.9%
WA
3067
Waddell & Associates
Tennessee
$742K -$31.1K -670 -4%
AAG
3068
Armstrong Advisory Group
Massachusetts
$741K +$252K +5,430 +57%
FAG
3069
Financial Advisory Group
Texas
$739K – – –
PNAA
3070
Pictet North America Advisors
Switzerland
$739K +$9.73K +210 +1%
TNB
3071
Thomasville National Bank
Georgia
$737K +$145K +3,130 +27%
EA
3072
Echo45 Advisors
California
$736K +$75.5K +1,630 +12%
HFA
3073
High Falls Advisors
New York
$734K +$131K +2,820 +24%
RA
3074
Rodgers & Associates
Pennsylvania
$733K -$7.88K -170 -1%
LF
3075
Lee Financial
Texas
$731K -$19K -410 -3%
121 122
123
124 125