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Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
1276
Sovereign Investment Advisors
Arizona
$257K – – –
LSIA
1277
LaSalle St. Investment Advisors
Illinois
$256K +$2.83K +31 +1%
1W
1278
1776 Wealth
Georgia
$256K – – –
EWA
1279
Etesian Wealth Advisors
Oregon
$256K – – –
MSFS
1280
Main Street Financial Solutions
Pennsylvania
$253K -$534K -5,855 -68%
CH
1281
Cromwell Holdings
Wyoming
$251K – – –
RPWA
1282
Regent Peak Wealth Advisors
Georgia
$251K +$249K +2,729 New
CAM
1283
Claret Asset Management
Quebec, Canada
$251K -$3.83K -42 -2%
LI
1284
LRI Investments
Florida
$251K +$274 +3 +0.1%
ZIC
1285
ZWJ Investment Counsel
Georgia
$250K +$1.37K +15 +0.6%
ICA
1286
Infrastructure Capital Advisors
New York
$246K +$244K +2,676 New
ANTB
1287
AMG National Trust Bank
Colorado
$244K -$7.57K -83 -3%
HFP
1288
Holistic Financial Partners
Indiana
$243K -$3.19K -35 -1%
NAAA
1289
New Age Alpha Advisors
New York
$243K -$8.21K -90 -3%
JSSH
1290
J. Safra Sarasin Holding
$242K -$375K -4,110 -61%
CSPIA
1291
Cary Street Partners Investment Advisory
Virginia
$242K -$1.37K -15 -0.6%
FWA
1292
FSM Wealth Advisors
Ohio
$242K +$9.49K +104 +4%
SFG
1293
SNS Financial Group
Minnesota
$241K +$239K +2,621 New
NWWA
1294
New Wave Wealth Advisors
Arkansas
$241K +$239K +2,615 New
SIA
1295
Spectrum Investment Advisors
Wisconsin
$241K +$238K +2,614 New
PA
1296
PFW Advisors
Georgia
$239K – – –
EW
1297
Elyxium Wealth
California
$239K +$237K +2,595 New
EPP
1298
ETF Portfolio Partners
Kansas
$238K – – –
IWA
1299
Icon Wealth Advisors
Texas
$237K +$235K +2,576 New
NP
1300
NorthRock Partners
Minnesota
$236K -$40.7K -446 -15%
50 51
52
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