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Name Holding Trade Value Shares
Change 		Change in
Stake
CP
926
Canopy Partners
Ohio
$1.18M +$45.3K +479 +4%
RCG
927
Regatta Capital Group
California
$1.18M -$3.78K -40 -0.3%
KP
928
Keel Point
Alabama
$1.17M -$262K -2,769 -17%
LFA
929
Legacy Financial Advisors
Kentucky
$1.17M +$128K +1,357 +12%
OPW
930
Osprey Private Wealth
New York
$1.17M +$132K +1,400 +12%
HIP
931
HUB Investment Partners
Texas
$1.17M -$208K -2,198 -14%
EB
932
Eastern Bank
Massachusetts
$1.17M +$18.9K +200 +2%
LAIC
933
Lederer & Associates Investment Counsel
California
$1.17M +$3.78K +40 +0.3%
WA
934
Wealth Alliance
New York
$1.16M +$216K +2,285 +21%
CW
935
CreativeOne Wealth
Kansas
$1.16M +$25.4K +269 +2%
RPGK
936
Retirement Planning Group (Kansas)
Kansas
$1.16M +$53.6K +567 +5%
VDI
937
Vaughan David Investments
Illinois
$1.16M +$84.9K +898 +7%
CCG
938
Cypress Capital Group
Florida
$1.15M -$118K -1,244 -9%
EHWM
939
Eads & Heald Wealth Management
Georgia
$1.15M -$417K -4,413 -26%
HAG
940
HF Advisory Group
Maryland
$1.14M -$179K -1,895 -13%
DBRC
941
D.B. Root & Company
Pennsylvania
$1.14M -$18.6K -197 -2%
CM
942
Capula Management
Cayman Islands
$1.14M +$795K +8,409 +196%
UWS
943
Unique Wealth Strategies
Illinois
$1.13M -$56.4K -596 -5%
SAG
944
SageView Advisory Group
California
$1.13M +$95K +1,004 +9%
TAM
945
Trust Asset Management
Texas
$1.13M – – –
HA
946
Hamel Associates
New Jersey
$1.13M -$99.3K -1,050 -8%
AWM
947
Aprio Wealth Management
Georgia
$1.13M +$831K +8,780 +230%
PPW
948
Parcion Private Wealth
Washington
$1.12M -$1.51K -16 -0.1%
PP
949
Patron Partners
Texas
$1.12M +$169K +1,784 +17%
PWC
950
PYA Waltman Capital
Tennessee
$1.12M +$12.9K +136 +1%
36 37
38
39 40