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Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
976
Martel Wealth Advisors
Washington
$373K – – –
GCM
977
Gibraltar Capital Management
Oklahoma
$371K +$4.89K +69 +1%
TIM
978
Thompson Investment Management
Wisconsin
$371K – – –
CAM
979
Concorde Asset Management
Michigan
$369K +$15.4K +217 +5%
GFP
980
Gryphon Financial Partners
Ohio
$369K +$3.12K +44 +0.9%
TL
981
Tradewinds LLC
North Carolina
$369K -$45.9K -648 -11%
RC
982
Rithm Capital
New York
$368K +$354K +5,000 New
ANBT
983
American National Bank & Trust
Texas
$367K +$193K +2,728 +120%
KFS
984
Kaizen Financial Strategies
California
$367K -$34.1K -482 -9%
TWM
985
Tradition Wealth Management
Minnesota
$366K -$138K -1,950 -28%
CS
986
Capital Square
Tennessee
$365K +$141K +1,993 +67%
SWM
987
Sentinel Wealth Management
Virginia
$364K – – –
VWM
988
Venturi Wealth Management
Texas
$364K -$52K -734 -13%
MTIM
989
Marathon Trading Investment Management
Pennsylvania
$363K +$350K +4,937 New
LWL
990
Leo Wealth LLC
Texas
$360K +$347K +4,904 New
SN
991
Sittner & Nelson
Oregon
$360K +$312K +4,400 New
FCM
992
Firestone Capital Management
Florida
$360K -$68.9K -972 -17%
SF
993
Symphony Financial
Texas
$359K -$401K -5,659 -54%
SPL
994
Smart Portfolios LLC
Washington
$357K -$2.83K -40 -0.8%
GS
995
GTS Securities
Florida
$356K +$343K +4,841 New
KP
996
Keel Point
Alabama
$356K +$31.3K +442 +10%
RSWM
997
Robertson Stephens Wealth Management
California
$356K +$72.9K +1,029 +27%
KCM
998
Kathmere Capital Management
Pennsylvania
$354K +$57.7K +814 +20%
FC
999
FORA Capital
Florida
$352K -$1.75M -24,764 -84%
PFA
1000
Pettinga Financial Advisors
Indiana
$352K +$136K +1,917 +67%
38 39
40
41 42