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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
651
Wealthstream Advisors
New York
$216K +$208K +876 New
GT
652
Glenview Trust
Kentucky
$216K +$208K +876 New
VC
653
Veery Capital
Delaware
$211K -$6.19K -26 -3%
KMWM
654
Keudell/Morrison Wealth Management
Oregon
$211K -$8.33K -35 -4%
HFP
655
Holistic Financial Partners
Indiana
$208K -$9.76K -41 -5%
SPWM
656
Schrum Private Wealth Management
Florida
$208K -$94.5K -397 -32%
ML
657
Mayport LLC
Massachusetts
$208K +$201K +844 New
EA
658
Everpar Advisors
Oklahoma
$206K +$199K +838 New
BCM
659
Barometer Capital Management
Ontario, Canada
$206K +$199K +835 New
OWA
660
Opal Wealth Advisors
New York
$204K +$197K +829 New
CCG
661
Catalina Capital Group
California
$204K +$197K +829 New
MMA
662
Miracle Mile Advisors
California
$202K -$19.7K -83 -9%
CW
663
Channel Wealth
California
$202K +$195K +819 New
ERIM
664
Eagle Ridge Investment Management
Connecticut
$201K +$194K +817 New
WA
665
Whipplewood Advisors
Colorado
$189K +$182K +766 New
SS
666
SBI Securities
Japan
$186K +$180K +756 New
UB
667
UMB Bank
Missouri
$180K -$6.9K -29 -4%
ANBT
668
American National Bank & Trust
Texas
$170K +$5.71K +24 +4%
CSPIA
669
Cary Street Partners Investment Advisory
Virginia
$165K -$119K -501 -43%
CGA
670
Channing Global Advisors
Florida
$156K +$4.04K +17 +3%
RBI
671
Raiffeisen Bank International
Austria
$153K +$147K +619 New
CFGS
672
Concourse Financial Group Securities
Alabama
$148K -$34.3K -144 -21%
EFP
673
EnRich Financial Partners
Wisconsin
$147K – – –
SC
674
SouthState Corp
Florida
$143K – – –
GBT
675
Grove Bank & Trust
Florida
$140K -$21.4K -90 -14%
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