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Name Holding Trade Value Shares
Change 		Change in
Stake
LW
701
Linscomb Wealth
Texas
$2.49M +$70.9K +843 +3%
BEI
702
Benjamin Edwards Inc
Missouri
$2.49M +$110K +1,312 +5%
YC
703
Yarbrough Capital
Tennessee
$2.48M -$1.09M -12,933 -31%
AC
704
Allstate Corporation
Illinois
$2.46M +$2.42M +28,822 New
CIA
705
Concurrent Investment Advisors
Florida
$2.46M -$61.5K -732 -2%
SFA
706
Sequoia Financial Advisors
Ohio
$2.45M +$258K +3,070 +12%
BWAM
707
Boyd Watterson Asset Management
Ohio
$2.43M +$625K +7,430 +35%
BCI
708
Brinker Capital Investments
Pennsylvania
$2.42M +$402K +4,787 +20%
OPS
709
Orion Portfolio Solutions
Nebraska
$2.42M +$402K +4,787 +20%
SG
710
StoneX Group
New York
$2.42M +$1.04M +12,345 +77%
IFG
711
Independent Financial Group
California
$2.42M -$131K -1,558 -5%
EL
712
Essex LLC
Illinois
$2.42M -$177K -2,109 -7%
CIP
713
Convergence Investment Partners
Florida
$2.41M +$251K +2,988 +12%
GL
714
GHE LLC
Tennessee
$2.41M +$106K +1,258 +5%
CPRC
715
Consolidated Portfolio Review Corp
New York
$2.4M +$2.37M +28,168 New
OWA
716
One Wealth Advisors
California
$2.39M +$264K +3,140 +13%
PIM
717
Plato Investment Management
Australia
$2.38M -$247K -2,939 -10%
NL
718
NKCFO LLC
Illinois
$2.38M -$294K -3,500 -11%
AWM
719
Apollon Wealth Management
South Carolina
$2.37M +$373K +4,442 +19%
RWP
720
RWA Wealth Partners
Massachusetts
$2.37M +$42.2K +502 +2%
CCC
721
Chelsea Counsel Company
California
$2.36M -$246K -2,920 -10%
BAM
722
Belpointe Asset Management
Nevada
$2.36M -$167K -1,986 -6%
SI
723
Shaker Investments
Ohio
$2.35M -$11.9K -142 -0.5%
RA
724
RiverPark Advisors
New York
$2.35M +$37.8K +450 +2%
BC
725
Burney Company
Virginia
$2.34M -$10.1K -120 -0.4%
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