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Name Holding Trade Value Shares
Change 		Change in
Stake
WAG
801
Winthrop Advisory Group
Massachusetts
$353K +$6.07K +95 +2%
KCM
802
KRS Capital Management
Michigan
$353K -$35.1K -550 -11%
HIMC
803
Heritage Investors Management Corp
Maryland
$351K – – –
DTL
804
Dynamic Technology Lab
Singapore
$349K -$1.9M -29,812 -87%
AIM
805
Aspen Investment Management
Michigan
$348K +$285K +4,465 New
WPIC
806
White Pine Investment Company
Michigan
$348K +$285K +4,465 New
AWE
807
Avidian Wealth Enterprises
Texas
$347K -$57.5K -900 -17%
BCA
808
Bay Colony Advisors
Massachusetts
$347K -$16.4K -257 -5%
CCA
809
Conservest Capital Advisors
Pennsylvania
$344K – – –
OS
810
Objectivity Squared
South Carolina
$343K +$281K +4,399 New
APP
811
Avantax Planning Partners
Iowa
$342K +$281K +4,393 New
LFP
812
Leeward Financial Partners
Washington
$340K -$35.3K -552 -11%
FHC
813
First Heartland Consultants
Missouri
$338K -$2.43K -38 -0.9%
GIM
814
Grassi Investment Management
California
$337K -$16K -250 -5%
WAM
815
Weiss Asset Management
Massachusetts
$335K – – –
AC
816
ASB Consultores
Florida
$334K – – –
XT
817
XTX Topco
Cayman Islands
$332K -$163K -2,554 -37%
VCM
818
Virtue Capital Management
Tennessee
$331K -$115K -1,805 -29%
KWA
819
Kingswood Wealth Advisors
California
$330K +$270K +4,232 New
HIA
820
Harbor Investment Advisory
Maryland
$329K -$14.7K -230 -5%
FFA
821
Fortune Financial Advisors
Kansas
$329K – – –
CCFM
822
Clear Creek Financial Management
Washington
$329K -$9.07K -142 -3%
WAM
823
Worth Asset Management
Texas
$328K -$66.4K -1,040 -20%
FHA
824
First Horizon Advisors
Tennessee
$327K -$22.7K -355 -8%
OFG
825
Oxford Financial Group
Indiana
$326K -$358K -5,610 -57%
31 32
33
34 35