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Name Holding Trade Value Shares
Change 		Change in
Stake
BP
701
BBR Partners
New York
$358K – – –
HIIFS
702
Harel Insurance Investments & Financial Services
Israel
$354K +$25.3K +417 +7%
FIA
703
Foundations Investment Advisors
Arizona
$354K -$27.5K -454 -7%
OWA
704
Octavia Wealth Advisors
Ohio
$353K +$53.3K +880 +16%
AI
705
Accredited Investors
Minnesota
$353K -$18.2K -300 -4%
CFB
706
Cullen/Frost Bankers
Texas
$351K -$120K -1,984 -24%
WA
707
Wealth Architects
California
$349K -$1.94K -32 -0.5%
HH
708
Hilltop Holdings
Texas
$347K -$12.7K -209 -3%
V
709
ViaWealth
Kansas
$347K +$69.1K +1,141 +22%
HSA
710
HBK Sorce Advisory
Pennsylvania
$347K -$250K -4,130 -39%
WP
711
WMS Partners
Maryland
$346K -$1.7K -28 -0.4%
FIA
712
FNY Investment Advisers
New York
$343K +$18K +297 +5%
RFC
713
Regions Financial Corp
Alabama
$342K -$2.72M -44,823 -88%
FWM
714
Focused Wealth Management
New York
$340K +$231K +3,813 +157%
SG
715
StoneX Group
New York
$336K -$1.47M -24,240 -80%
SB
716
Strategic Blueprint
Georgia
$334K +$20.4K +337 +6%
LC
717
Lindbrook Capital
California
$332K -$121K -1,998 -25%
ZF
718
Zhang Financial
Michigan
$332K -$11.5K -190 -3%
ACA
719
Aptus Capital Advisors
Alabama
$327K +$85.4K +1,410 +31%
RW
720
Rede Wealth
Virginia
$324K -$12.5K -206 -3%
JIC
721
Johnson Investment Counsel
Ohio
$324K – – –
ABLA
722
Alan B. Lancz & Associates
Ohio
$320K – – –
SC
723
Syon Capital
California
$317K +$352K +5,808 New
CB
724
CNB Bank
Pennsylvania
$316K +$21.4K +354 +7%
HFP
725
Holistic Financial Partners
Indiana
$312K – – –
27 28
29
30 31