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Name Holding Trade Value Shares
Change 		Change in
Stake
PAS
1251
Parsonex Advisory Services
Colorado
$446K -$12.8K -80 -3%
PWPS
1252
Pinnacle Wealth Planning Services
Ohio
$445K +$20.2K +126 +5%
TWM
1253
Thryve Wealth Management
Texas
$445K +$444K +2,766 New
EAN
1254
Excelsior Advisor Network
Colorado
$445K +$444K +2,765 New
CIAM
1255
Caitong International Asset Management
Hong Kong
$444K +$443K +2,757 New
FG
1256
Fairman Group
Pennsylvania
$443K – – –
IIA
1257
IPG Investment Advisors
California
$442K -$381K -2,370 -46%
HCM
1258
Hollencrest Capital Management
California
$442K -$84K -523 -16%
WG
1259
Wellington Group
Indiana
$441K +$440K +2,738 New
FHC
1260
First Horizon Corporation
Tennessee
$441K +$48.6K +303 +12%
FPCP
1261
Fort Point Capital Partners
California
$440K +$11.9K +74 +3%
RCM
1262
RNC Capital Management
California
$439K – – –
YIA
1263
YHB Investment Advisors
Connecticut
$439K – – –
KA
1264
Kozak & Associates
Colorado
$439K – – –
FNBT
1265
FineMark National Bank & Trust
Florida
$438K – – –
GWP
1266
Gen-Wealth Partners
Michigan
$437K +$346K +2,156 +385%
MF
1267
Manchester Financial
California
$437K – – –
AAS
1268
Annex Advisory Services
Wisconsin
$434K -$2.57K -16 -0.6%
PPH
1269
Pure Portfolios Holdings
Oregon
$433K +$4.82K +30 +1%
GI
1270
GAMCO Investors
Connecticut
$431K -$32.1K -200 -7%
PMWMG
1271
Parr McKnight Wealth Management Group
Minnesota
$431K -$5.62K -35 -1%
S
1272
Storgate
Texas
$431K +$430K +2,677 New
GC
1273
GatePass Capital
Ohio
$430K +$803 +5 +0.2%
DIA
1274
Dana Investment Advisors
Wisconsin
$430K -$15.1K -94 -3%
FWCM
1275
Ferguson Wellman Capital Management
Oregon
$429K -$17.2K -107 -4%
49 50
51
52 53