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Name Holding Trade Value Shares
Change 		Change in
Stake
WCAMG
676
Woodard & Company Asset Management Group
North Carolina
$532K -$796 -12 -0.1%
CFGS
677
Concourse Financial Group Securities
Alabama
$529K +$62.9K +949 +13%
SIC
678
Schwartz Investment Counsel
Michigan
$528K – – –
CWA
679
Canvas Wealth Advisors
Kansas
$527K +$308K +4,650 +110%
LWAM
680
Legacy Wealth Asset Management
Minnesota
$527K +$10.6K +160 +2%
V
681
ViaWealth
Kansas
$524K +$27.5K +415 +6%
CB
682
CNB Bank
Pennsylvania
$524K +$36.9K +556 +8%
MCM
683
Manchester Capital Management
Vermont
$520K -$1.33K -20 -0.3%
TCM
684
Traynor Capital Management
Pennsylvania
$518K +$2.72K +41 +0.5%
SG
685
StoneX Group
New York
$516K +$31.6K +476 +6%
BF
686
BOK Financial
Oklahoma
$515K +$137K +2,072 +36%
QCG
687
Quadrant Capital Group
Ohio
$513K +$1.19K +18 +0.2%
DWM
688
Dakota Wealth Management
Florida
$512K +$143K +2,152 +38%
JIC
689
Johnson Investment Counsel
Ohio
$511K -$16.6K -251 -3%
GIBU
690
Gulf International Bank (UK)
United Kingdom
$505K -$14.6K -220 -3%
EWM
691
Empirical Wealth Management
Washington
$503K -$270K -4,076 -35%
AC
692
ASB Consultores
Florida
$493K -$315K -4,742 -39%
IWM
693
IHT Wealth Management
Illinois
$493K +$26.3K +397 +6%
PI
694
PineBridge Investments
New York
$493K -$88.9K -1,340 -20%
EFG
695
Everhart Financial Group
Ohio
$492K +$4.31K +65 +0.9%
TCM
696
Triumph Capital Management
Colorado
$491K +$313K +4,725 +175%
PGFC
697
Peapack-Gladstone Financial Corp
New Jersey
$488K +$490K +7,389 New
FRM
698
Fox Run Management
Connecticut
$485K +$487K +7,349 New
GS
699
Gagnon Securities
New York
$483K +$16.5K +249 +4%
CCWM
700
Correct Capital Wealth Management
Missouri
$483K +$113K +1,697 +30%
26 27
28
29 30