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Name Holding Trade Value Shares
Change 		Change in
Stake
TSWM
776
Tyler-Stone Wealth Management
Ohio
$707K -$61K -560 -7%
DA
777
Doliver Advisors
Texas
$703K +$258K +2,369 +47%
CB
778
CNB Bank
Pennsylvania
$700K +$25K +229 +3%
FT
779
Fiduciary Trust
Massachusetts
$695K +$45.4K +417 +6%
PA
780
PFG Advisors
Arizona
$693K +$355K +3,259 +81%
SWP
781
Sagespring Wealth Partners
Tennessee
$688K +$225K +2,066 +40%
FIM
782
Freedom Investment Management
Connecticut
$681K +$57.8K +530 +8%
V
783
ViaWealth
Kansas
$681K -$105K -966 -12%
SW
784
Solidarity Wealth
Utah
$680K -$9.59K -88 -1%
SWR
785
Spahn Wealth & Retirement
Arizona
$679K +$10.2K +94 +1%
SW
786
SlateStone Wealth
Florida
$676K – – –
MG
787
Marex Group
$676K -$2.16M -19,793 -74%
IA
788
Inspire Advisors
Idaho
$674K +$769K +7,055 New
EW
789
Evoke Wealth
California
$672K +$47.1K +432 +7%
SNT
790
SIG North Trading
Pennsylvania
$672K -$11.3M -103,914 -94%
SAM
791
Strive Asset Management
Ohio
$670K -$167K -1,529 -18%
BBW
792
Blue Barn Wealth
Utah
$666K -$47.4K -435 -6%
KWA
793
Kingswood Wealth Advisors
California
$665K -$59.9K -550 -7%
CWM
794
Centurion Wealth Management
Virginia
$663K – – –
NFG
795
Nadler Financial Group
Illinois
$662K -$35.3K -324 -4%
RS
796
R Squared
Hong Kong
$661K +$624K +5,722 +477%
BBHC
797
Brown Brothers Harriman & Co
New York
$660K +$7.63K +70 +1%
NP
798
NorthRock Partners
Minnesota
$658K +$97.4K +894 +15%
BRWM
799
Blue Rock Wealth Management
North Carolina
$655K +$71.7K +658 +11%
CAAS
800
Capital Asset Advisory Services
Michigan
$654K +$211K +1,932 +42%
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