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Name Holding Trade Value Shares
Change 		Change in
Stake
DAS
1401
Dynamic Advisor Solutions
Arizona
$737K +$76.3K +733 +12%
FCBT
1402
First Citizens Bank & Trust
North Carolina
$736K +$13.9K +134 +2%
PCM
1403
PenderFund Capital Management
British Columbia, Canada
$736K -$610K -5,860 -53%
CCA
1404
Cobblestone Capital Advisors
New York
$734K +$833 +8 +0.1%
CWM
1405
Congress Wealth Management
Massachusetts
$732K -$833 -8 -0.1%
DA
1406
Doliver Advisors
Texas
$732K -$3.02K -29 -0.4%
LFA
1407
Legacy Financial Advisors
Kentucky
$729K +$46K +442 +7%
PPC
1408
Park Place Capital
Alabama
$728K +$7.29K +70 +1%
MM
1409
MQS Management
New York
$725K +$725K +6,963 New
FC
1410
Financial Council
Maryland
$724K +$724K +6,956 New
VWA
1411
Visionary Wealth Advisors
Illinois
$724K -$6.65M -63,846 -90%
DP
1412
DDD Partners
Washington
$723K – – –
AIA
1413
Allied Investment Advisors
Montana
$723K – – –
GPA
1414
Garrison Point Advisors
California
$722K +$69.8K +671 +11%
CCM
1415
Chiron Capital Management
Florida
$721K -$83.3K -800 -10%
MCM
1416
Marathon Capital Management
Maryland
$720K -$75.4K -724 -9%
PAI
1417
Pittenger & Anderson Inc
Nebraska
$719K -$10.4K -100 -1%
RSC
1418
Red Spruce Capital
Pennsylvania
$718K +$6.14K +59 +0.9%
MMM
1419
Mendel Money Management
Illinois
$716K +$9.68K +93 +1%
SW
1420
SlateStone Wealth
Florida
$716K +$3.44K +33 +0.5%
SG
1421
StoneX Group
New York
$716K +$127K +1,216 +21%
CP
1422
Capital Planning
Washington
$715K – – –
FIM
1423
Freedom Investment Management
Connecticut
$712K -$111K -1,063 -13%
LIM
1424
Loudon Investment Management
New Hampshire
$710K -$13K -125 -2%
EWA
1425
Exencial Wealth Advisors
Oklahoma
$708K -$281K -2,704 -28%
55 56
57
58 59