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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
551
Clearstead Advisors
Ohio
$641K +$203 +5 +0%
IFS
552
Ifrah Financial Services
Arkansas
$639K -$8.54K -210 -1%
TCM
553
Tributary Capital Management
Nebraska
$638K +$46.1K +1,135 +7%
PAS
554
Park Avenue Securities
New York
$635K +$235K +5,790 +55%
RWB
555
RMR Wealth Builders
New Jersey
$634K – – –
LSA
556
Leonteq Securities AG
Switzerland
$634K +$635K +15,630 +2,171%
IAA
557
Independent Advisor Alliance
North Carolina
$628K -$31.7K -780 -5%
BFM
558
Boothbay Fund Management
New York
$626K -$564K -13,875 -46%
FDCDDQ
559
Federation des caisses Desjardins du Quebec
Quebec, Canada
$626K +$103K +2,545 +19%
GWSG
560
GPS Wealth Strategies Group
Colorado
$622K +$33.7K +830 +5%
BST
561
Bath Savings Trust
Maine
$618K -$5.08K -125 -0.8%
CG
562
Caprock Group
Idaho
$616K +$22.8K +560 +4%
FA
563
FDx Advisors
Illinois
$613K +$104K +2,565 +19%
LCM
564
Landscape Capital Management
New Jersey
$612K -$151K -3,710 -19%
FCBT
565
First Citizens Bank & Trust
North Carolina
$610K +$48.6K +1,195 +8%
GAM
566
Gotham Asset Management
New York
$610K +$86.8K +2,135 +16%
OSAM
567
O'Shaughnessy Asset Management
Connecticut
$596K +$39.6K +975 +7%
HW
568
Hancock Whitney
Mississippi
$595K -$813 -20 -0.1%
CYG
569
Clean Yield Group
Vermont
$593K – – –
O
570
Ossiam
France
$593K +$55.7K +1,370 +10%
DTL
571
Dynamic Technology Lab
Singapore
$593K +$320K +7,860 +105%
MSFS
572
Main Street Financial Solutions
Pennsylvania
$591K -$94.1K -2,315 -13%
WFC
573
Western Financial Corp
California
$587K -$30.1K -740 -5%
SSWM
574
Smith Salley Wealth Management
North Carolina
$584K -$83.8K -2,060 -12%
QI
575
Qtron Investments
Massachusetts
$580K – – –
21 22
23
24 25