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Name Holding Trade Value Shares
Change 		Change in
Stake
ONST
751
Old North State Trust
North Carolina
$301K – – –
GDP
752
Great Diamond Partners
Maine
$300K -$4.25K -100 -1%
HWM
753
HB Wealth Management
Georgia
$299K +$282K +6,650 New
WI
754
WrapManager Inc
California
$299K -$41K -965 -13%
ACM
755
Acrisure Capital Management
Texas
$298K +$281K +6,625 New
RFN
756
RDA Financial Network
Iowa
$297K +$12.5K +295 +5%
SFG
757
Synergy Financial Group
California
$293K -$127K -2,990 -31%
PFPT
758
Pinnacle Financial Partners (Tennessee)
Tennessee
$291K +$275K +6,470 New
PA
759
Parallel Advisors
California
$290K +$19.5K +460 +8%
NA
760
NewEdge Advisors
Louisiana
$290K +$792K +18,655 +45%
CCIA
761
Campbell & Co Investment Adviser
Maryland
$289K -$29.7K -700 -10%
QCG
762
Quadrant Capital Group
Ohio
$288K +$49.3K +1,160 +22%
WE
763
Wealth Effects
Massachusetts
$288K -$28.7K -675 -10%
CA
764
Commerzbank Aktiengesellschaft
Germany
$287K – – –
DWM
765
Dakota Wealth Management
Florida
$286K +$270K +6,360 New
TAM
766
Trust Asset Management
Texas
$286K – – –
CP
767
Covenant Partners
Tennessee
$285K +$269K +6,335 New
SDWIA
768
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$282K – – –
AWA
769
Arkadios Wealth Advisors
Georgia
$282K -$191K -4,490 -42%
SAM
770
Strategy Asset Managers
California
$281K -$2.12K -50 -0.8%
HWA
771
HHM Wealth Advisors
Tennessee
$279K -$22.3K -525 -8%
TCA
772
Transcend Capital Advisors
New Jersey
$278K +$13.2K +310 +5%
MOS
773
MGO One Seven
Ohio
$275K -$105K -2,470 -29%
FMAEN1
774
Fund Management at Engine No 1
California
$274K +$258K +6,080 New
BG
775
Bahl & Gaynor
Ohio
$273K +$258K +6,065 New
29 30
31
32 33