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Name Holding Trade Value Shares
Change 		Change in
Stake
SI
1051
Sora Investors
Pennsylvania
$51.6M +$5.61M +32,200 +13%
TF
1052
Talbot Financial
Washington
$51.5M +$1.33M +7,617 +3%
BCM
1053
Bridgeway Capital Management
Texas
$51.4M -$2.06M -11,798 -4%
FMWA
1054
Forvis Mazars Wealth Advisors
Missouri
$51.4M -$586K -3,361 -1%
LFAS
1055
Level Four Advisory Services
Texas
$51.3M -$2.5M -14,332 -5%
PWM
1056
Purus Wealth Management
California
$51.2M -$166K -950 -0.3%
TPCW
1057
TD Private Client Wealth
New York
$51.2M +$4.81M +27,602 +11%
KC
1058
Kadensa Capital
Hong Kong
$51M +$29.8M +171,123 +168%
VVP
1059
Venture Visionary Partners
Ohio
$50.8M +$1.99M +11,411 +4%
MSFS
1060
Main Street Financial Solutions
Pennsylvania
$50.8M +$2.01M +11,541 +4%
TF
1061
Tompkins Financial
New York
$50.7M -$319K -1,831 -0.7%
EWA
1062
Exencial Wealth Advisors
Oklahoma
$50.7M +$840K +4,820 +2%
GAG
1063
GM Advisory Group
New York
$50.6M -$2.78M -15,955 -6%
SCTC
1064
Sanibel Captiva Trust Company
Florida
$50.6M +$2.68M +15,347 +6%
RSS
1065
Rosenblum Silverman Sutton
California
$50.5M -$3.02M -17,343 -6%
SG
1066
StoneX Group
New York
$50.5M +$2.14M +12,269 +5%
CIAS
1067
Capital Investment Advisory Services
North Carolina
$50.4M +$380K +2,181 +0.8%
LPT
1068
Legacy Private Trust
Wisconsin
$49.8M -$922K -5,290 -2%
IG
1069
Ithaka Group
Virginia
$49.8M -$7.08M -40,614 -13%
OC
1070
Oakmont Corp
California
$49.7M -$18.3M -104,784 -28%
NFSG
1071
Newbridge Financial Services Group
Florida
$49.5M -$975K -5,595 -2%
KWA
1072
Kingswood Wealth Advisors
California
$49.4M -$1.02M -5,859 -2%
TAMH
1073
Taikang Asset Management (HK)
Hong Kong
$49.4M -$378K -2,168 -0.8%
PCM
1074
Palisade Capital Management
New Jersey
$49.3M -$65K -373 -0.1%
EGM
1075
Engineers Gate Manager
New York
$49.3M -$12.4M -71,194 -21%
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