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Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
601
Clarity Wealth Advisors
California
$259K – – –
TBT
602
Texas Bank & Trust
Texas
$257K – – –
KFA
603
Kelleher Financial Advisors
New York
$257K +$290K +8,000 New
EW
604
Evoke Wealth
California
$256K +$33.1K +914 +13%
HAG
605
HighPoint Advisor Group
Illinois
$256K +$289K +7,956 New
WA
606
Waddell & Associates
Tennessee
$255K +$288K +7,930 New
KCP
607
Kera Capital Partners
California
$255K +$63.3K +1,746 +28%
SFG
608
Synergy Financial Group
California
$255K – – –
1C
609
111 Capital
France
$253K +$285K +7,860 New
YCM
610
Yousif Capital Management
Michigan
$248K +$10.3K +284 +4%
RFN
611
Redwood Financial Network
Ohio
$248K -$14.5K -399 -5%
MOS
612
MGO One Seven
Ohio
$248K +$50.8K +1,400 +22%
RWP
613
RWA Wealth Partners
Massachusetts
$244K +$2.36K +65 +0.9%
JTWM
614
Jackson Thornton Wealth Management
Alabama
$244K +$278K +7,660 New
EI
615
Ellevest Inc
New York
$242K -$48.9K -1,349 -15%
AWM
616
Apollon Wealth Management
South Carolina
$242K +$273K +7,530 New
BOH
617
Bank of Hawaii
Hawaii
$242K -$538K -14,844 -66%
RWP
618
Revolve Wealth Partners
New Jersey
$241K +$1.74K +48 +0.6%
CDDEC
619
Caisse Des Depots Et Consignations
France
$238K +$268K +7,404 New
NYLIM
620
New York Life Investment Management
New York
$235K -$91K -2,510 -26%
KRW
621
Kaufman Rossin Wealth
Florida
$233K -$3.12K -86 -1%
DWS
622
Dynamic Wealth Strategies
California
$233K +$23.8K +655 +10%
PL
623
Perpetual Ltd
Australia
$231K -$635K -17,522 -71%
CPA
624
Capital Performance Advisors
California
$231K +$260K +7,176 New
WA
625
Waverly Advisors
Alabama
$231K +$260K +7,170 New
23 24
25
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