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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
826
Cache Advisors
California
$437K – – –
KCM
827
Kathmere Capital Management
Pennsylvania
$431K +$22.4K +47 +5%
DAM
828
Delta Asset Management
Tennessee
$430K – – –
KOCAA
829
Knights of Columbus Asset Advisors
Connecticut
$429K -$31K -65 -7%
PUI
830
Purpose Unlimited Inc
$426K +$443K +929 New
WWM
831
Western Wealth Management
Colorado
$424K +$440K +923 New
SCS
832
Sound Capital Solutions
Florida
$423K +$439K +921 New
SI
833
Stonekeep Investments
New Mexico
$419K +$7.63K +16 +2%
AIM
834
Aigen Investment Management
New York
$417K -$1.16M -2,443 -73%
MLL
835
Moody Lynn & Lieberson
Massachusetts
$416K +$953 +2 +0.2%
EWA
836
EverSource Wealth Advisors
Alabama
$411K -$483K -1,013 -53%
BAM
837
Broyhill Asset Management
North Carolina
$408K +$424K +889 New
QI
838
Qtron Investments
Massachusetts
$407K +$187K +392 +79%
SPFA
839
Summit Place Financial Advisors
New Jersey
$400K -$30K -63 -7%
LAM
840
L2 Asset Management
Massachusetts
$398K +$60.1K +126 +17%
CAG
841
Csenge Advisory Group
Florida
$397K -$626K -1,313 -60%
7WCP
842
71 West Capital Partners
Massachusetts
$397K +$52.9K +111 +15%
NCM
843
Next Capital Management
New York
$395K -$21.9K -46 -5%
SW
844
Simplicity Wealth
New Jersey
$386K -$9.06K -19 -2%
AA
845
Auxano Advisors
Washington
$382K -$477 -1 -0.1%
ACM
846
Aster Capital Management
United Arab Emirates
$381K +$396K +830 New
PFS
847
Prospera Financial Services
Texas
$381K -$50.5K -106 -11%
CW
848
CreativeOne Wealth
Kansas
$380K -$316K -663 -44%
PWG
849
Portside Wealth Group
Utah
$380K +$31.9K +67 +9%
FGP
850
Freestone Grove Partners
California
$375K -$34.4M -72,188 -99%
32 33
34
35 36