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Name Holding Trade Value Shares
Change 		Change in
Stake
CFGS
676
Concourse Financial Group Securities
Alabama
$529K +$62.9K +949 +13%
SIC
677
Schwartz Investment Counsel
Michigan
$528K – – –
CWA
678
Canvas Wealth Advisors
Kansas
$527K +$308K +4,650 +110%
LWAM
679
Legacy Wealth Asset Management
Minnesota
$527K +$10.6K +160 +2%
V
680
ViaWealth
Kansas
$524K +$27.5K +415 +6%
CB
681
CNB Bank
Pennsylvania
$524K +$36.9K +556 +8%
MCM
682
Manchester Capital Management
Vermont
$520K -$1.33K -20 -0.3%
TCM
683
Traynor Capital Management
Pennsylvania
$518K +$2.72K +41 +0.5%
SG
684
StoneX Group
New York
$516K +$31.6K +476 +6%
BF
685
BOK Financial
Oklahoma
$515K +$137K +2,072 +36%
QCG
686
Quadrant Capital Group
Ohio
$513K +$1.19K +18 +0.2%
DWM
687
Dakota Wealth Management
Florida
$512K +$143K +2,152 +38%
JIC
688
Johnson Investment Counsel
Ohio
$511K -$16.6K -251 -3%
GIBU
689
Gulf International Bank (UK)
United Kingdom
$505K -$14.6K -220 -3%
EWM
690
Empirical Wealth Management
Washington
$503K -$270K -4,076 -35%
AC
691
ASB Consultores
Florida
$493K -$315K -4,742 -39%
IWM
692
IHT Wealth Management
Illinois
$493K +$26.3K +397 +6%
PI
693
PineBridge Investments
New York
$493K -$88.9K -1,340 -20%
EFG
694
Everhart Financial Group
Ohio
$492K +$4.31K +65 +0.9%
TCM
695
Triumph Capital Management
Colorado
$491K +$313K +4,725 +175%
PGFC
696
Peapack-Gladstone Financial Corp
New Jersey
$488K +$490K +7,389 New
FRM
697
Fox Run Management
Connecticut
$485K +$487K +7,349 New
GS
698
Gagnon Securities
New York
$483K +$16.5K +249 +4%
CCWM
699
Correct Capital Wealth Management
Missouri
$483K +$113K +1,697 +30%
MGWM
700
Marks Group Wealth Management
Minnesota
$483K +$94.3K +1,421 +24%
26 27
28
29 30