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Name Holding Trade Value Shares
Change 		Change in
Stake
SVWAG
801
Sound View Wealth Advisors Group
Georgia
$422K +$434K +6,654 New
FZCM
802
Flynn Zito Capital Management
New York
$421K +$2.81K +43 +0.7%
BBHC
803
Brown Brothers Harriman & Co
New York
$419K +$128K +1,956 +42%
HW
804
Hancock Whitney
Mississippi
$418K +$169K +2,584 +64%
PIA
805
Pinion Investment Advisors
Kansas
$418K +$46.1K +706 +12%
AGC
806
Aspen Grove Capital
Colorado
$416K +$428K +6,559 New
AF
807
Allworth Financial
California
$414K +$215K +3,297 +102%
KCM
808
KRS Capital Management
Michigan
$414K +$50.4K +772 +13%
DDC
809
DF Dent & Co
Maryland
$413K +$426K +6,518 New
BFM
810
Boston Financial Management
Massachusetts
$413K +$425K +6,507 New
CPIA
811
Cornell Pochily Investment Advisors
New York
$411K +$423K +6,474 New
ACI
812
Alpha Cubed Investments
California
$409K +$123K +1,879 +41%
JCM
813
J2 Capital Management
Michigan
$408K +$22.7K +347 +6%
KFS
814
Kaizen Financial Strategies
California
$406K +$418K +6,397 New
XT
815
XTX Topco
Cayman Islands
$403K -$757K -11,591 -65%
S
816
SignatureFD
Georgia
$400K +$28.7K +440 +7%
DI
817
Diligent Investors
California
$400K +$411K +6,301 New
NW
818
NewEdge Wealth
Pennsylvania
$397K +$409K +6,258 New
TWM
819
Tradition Wealth Management
Minnesota
$396K +$914 +14 +0.2%
CAM
820
Concorde Asset Management
Michigan
$395K +$407K +6,227 New
MFA
821
Mayflower Financial Advisors
Massachusetts
$394K +$406K +6,218 New
CT
822
Clearstead Trust
Maine
$393K +$137K +2,100 +51%
SC
823
Savant Capital
Illinois
$393K +$136K +2,081 +51%
FFA
824
Farther Finance Advisors
California
$390K +$347K +5,318 +637%
MA
825
MKT Advisors
California
$390K +$75.3K +1,154 +22%
31 32
33
34 35