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Name Holding Trade Value Shares
Change 		Change in
Stake
LA
701
LexAurum Advisors
Kansas
$360K +$11.3K +187 +3%
BP
702
BBR Partners
New York
$358K – – –
HIIFS
703
Harel Insurance Investments & Financial Services
Israel
$354K +$25.3K +417 +7%
FIA
704
Foundations Investment Advisors
Arizona
$354K -$27.5K -454 -7%
OWA
705
Octavia Wealth Advisors
Ohio
$353K +$53.3K +880 +16%
AI
706
Accredited Investors
Minnesota
$353K -$18.2K -300 -4%
CFB
707
Cullen/Frost Bankers
Texas
$351K -$120K -1,984 -24%
WA
708
Wealth Architects
California
$349K -$1.94K -32 -0.5%
HH
709
Hilltop Holdings
Texas
$347K -$12.7K -209 -3%
V
710
ViaWealth
Kansas
$347K +$69.1K +1,141 +22%
HSA
711
HBK Sorce Advisory
Pennsylvania
$347K -$250K -4,130 -39%
WP
712
WMS Partners
Maryland
$346K -$1.7K -28 -0.4%
FIA
713
FNY Investment Advisers
New York
$343K +$18K +297 +5%
RFC
714
Regions Financial Corp
Alabama
$342K -$2.72M -44,823 -88%
FWM
715
Focused Wealth Management
New York
$340K +$231K +3,813 +157%
SG
716
StoneX Group
New York
$336K +$373K +6,149 New
SB
717
Strategic Blueprint
Georgia
$334K +$20.4K +337 +6%
LC
718
Lindbrook Capital
California
$332K -$121K -1,998 -25%
ZF
719
Zhang Financial
Michigan
$332K -$11.5K -190 -3%
ACA
720
Aptus Capital Advisors
Alabama
$327K +$85.4K +1,410 +31%
RW
721
Rede Wealth
Virginia
$324K -$12.5K -206 -3%
JIC
722
Johnson Investment Counsel
Ohio
$324K – – –
ABLA
723
Alan B. Lancz & Associates
Ohio
$320K – – –
SC
724
Syon Capital
California
$317K +$352K +5,808 New
CB
725
CNB Bank
Pennsylvania
$316K +$21.4K +354 +7%
27 28
29
30 31