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Name Holding Trade Value Shares
Change 		Change in
Stake
IC
976
Inscription Capital
Texas
$240K +$1.51K +3 +0.6%
EAM
977
Evanson Asset Management
California
$240K – – –
QI
978
Qtron Investments
Massachusetts
$240K – – –
PCM
979
Permanent Capital Management
Illinois
$239K -$56.7K -113 -17%
DE
980
Defiance ETFs
New York
$237K +$245K +488 New
CG
981
Corundum Group
Colorado
$236K +$244K +487 New
SP
982
SmartHarvest Portfolios
Washington
$236K +$244K +487 New
RCAG
983
Rehmann Capital Advisory Group
Michigan
$235K +$243K +484 New
AAS
984
Ameritas Advisory Services
Nebraska
$235K -$21.6K -43 -8%
PWA
985
Pitcairn Wealth Advisors
Pennsylvania
$233K +$5.02K +10 +3%
EL
986
EWA LLC
Pennsylvania
$232K – – –
PCA
987
Pallas Capital Advisors
Massachusetts
$232K +$20.1K +40 +9%
AWM
988
Accurate Wealth Management
Florida
$231K -$276K -550 -53%
IBOK
989
Independence Bank of Kentucky
Kentucky
$230K +$236K +470 +9,400%
AWA
990
Arkadios Wealth Advisors
Georgia
$230K +$16.6K +33 +7%
FTWA
991
Fifth Third Wealth Advisors
Ohio
$230K +$238K +474 New
AWE
992
Avidian Wealth Enterprises
Texas
$228K +$236K +471 New
KF
993
Krilogy Financial
Missouri
$228K +$215K +429 New
ZBNA
994
Zions Bancorporation, National Association
Utah
$228K -$130K -259 -36%
FFP
995
FourThought Financial Partners
Florida
$227K +$235K +469 New
HTC
996
Haverford Trust Company
Pennsylvania
$227K +$235K +468 New
BA
997
Bridgewater Advisors
New York
$226K +$20.6K +41 +8%
MA
998
MJP Associates
Connecticut
$225K -$282K -561 -55%
VFA
999
Voya Financial Advisors
Connecticut
$224K +$238K +474 New
FWI
1000
Facet Wealth Inc
Maryland
$223K +$230K +459 New
38 39
40
41 42