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Name Holding Trade Value Shares
Change 		Change in
Stake
SMA
851
Sage Mountain Advisors
Georgia
$720K -$221K -2,223 -23%
GSB
852
Greenfield Savings Bank
Massachusetts
$719K -$5.06K -51 -0.7%
OWP
853
ORG Wealth Partners
Texas
$718K +$523K +5,265 +270%
SAF
854
Smith Anglin Financial
Texas
$711K +$711K +7,161 New
FAIM
855
Financial Advocates Investment Management
Washington
$709K +$12K +121 +2%
CA
856
Claro Advisors
Massachusetts
$709K -$16.6K -167 -2%
SWP
857
Sagespring Wealth Partners
Tennessee
$707K +$204K +2,054 +41%
AMIM
858
Aull & Monroe Investment Management
Alabama
$706K – – –
VFA
859
Valeo Financial Advisors
Indiana
$703K +$18.1K +182 +3%
BBHC
860
Brown Brothers Harriman & Co
New York
$703K -$4.57K -46 -0.6%
AF
861
AGP Franklin
Tennessee
$703K +$829K +8,352 New
CPIA
862
Cornell Pochily Investment Advisors
New York
$698K +$7.54K +76 +1%
WP
863
Wealthspan Partners
Iowa
$696K +$2.08K +21 +0.3%
OFC
864
Oakland Financial Corp
$695K -$132K -1,334 -16%
MF
865
Magnetar Financial
Illinois
$689K +$690K +6,946 New
MLL
866
Moody Lynn & Lieberson
Massachusetts
$685K – – –
RFO
867
RiverGlades Family Offices
Florida
$685K – – –
BC
868
Burney Company
Virginia
$685K +$28.3K +285 +4%
TL
869
Tradewinds LLC
North Carolina
$684K +$58.1K +585 +9%
JWM
870
JFG Wealth Management
Colorado
$684K -$1.49K -15 -0.2%
FWA
871
Flagship Wealth Advisors
Massachusetts
$683K +$32.4K +326 +5%
CM
872
Capula Management
Cayman Islands
$680K +$680K +6,855 New
PP
873
PDT Partners
New York
$675K +$675K +6,800 New
KFS
874
Kaizen Financial Strategies
California
$674K +$6.85K +69 +1%
AGC
875
Aspen Grove Capital
Colorado
$670K +$199 +2 +0%
33 34
35
36 37