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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
726
Segment Wealth Management
Texas
$1.13M +$14.8K +145 +1%
BF
727
Blankinship & Foster
California
$1.13M – – –
AWE
728
Avidian Wealth Enterprises
Texas
$1.13M +$70.7K +691 +7%
PA
729
Parallel Advisors
California
$1.12M +$25.4K +248 +2%
PIA
730
Pinion Investment Advisors
Kansas
$1.11M +$231K +2,263 +26%
CIC
731
Carnegie Investment Counsel
Ohio
$1.11M +$440K +4,299 +64%
JFG
732
Jefferies Financial Group
New York
$1.11M +$1.13M +11,023 New
SC
733
Syon Capital
California
$1.11M -$116K -1,133 -9%
WB
734
WesBanco Bank
West Virginia
$1.1M -$2.15K -21 -0.2%
EF
735
Empirical Finance
Pennsylvania
$1.1M +$3.58K +35 +0.3%
OTL
736
Oak Thistle LLC
New York
$1.1M -$414K -4,047 -27%
LC
737
Lavaca Capital
Texas
$1.09M – – –
SC
738
Scotia Capital
Ontario, Canada
$1.08M -$190K -1,859 -15%
CA
739
Callahan Advisors
Texas
$1.08M -$10.2K -100 -0.9%
SWM
740
Stockman Wealth Management
Montana
$1.07M – – –
LW
741
Linscomb Wealth
Texas
$1.07M -$254K -2,484 -19%
LCM
742
Laurion Capital Management
New York
$1.07M +$1.09M +10,655 New
PWG
743
Portside Wealth Group
Utah
$1.06M -$15.3K -150 -1%
FAM
744
Formidable Asset Management
Ohio
$1.06M – – –
WIA
745
World Investment Advisors
California
$1.05M -$2.15K -21 -0.2%
SCM
746
Sage Capital Management
New Jersey
$1.05M +$8.39K +82 +0.8%
MFG
747
Merit Financial Group
Georgia
$1.04M -$167K -1,629 -14%
SAM
748
SignalPoint Asset Management
Missouri
$1.03M +$196K +1,917 +23%
PAM
749
Panagora Asset Management
Massachusetts
$1.03M -$813K -7,944 -44%
WCM
750
WealthBridge Capital Management
Ohio
$1.03M +$41.8K +409 +4%
28 29
30
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