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Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
1526
Clark Asset Management
New Hampshire
$2.98M -$692K -1,740 -20%
CWP
1527
Core Wealth Partners
California
$2.98M +$124K +312 +5%
ACG
1528
Allen Capital Group
Nebraska
$2.98M +$112K +282 +4%
LA
1529
LexAurum Advisors
Kansas
$2.96M +$277K +696 +11%
WPW
1530
Watershed Private Wealth
Illinois
$2.96M – – –
NAG
1531
Northstar Advisory Group
New Jersey
$2.95M -$21.9K -55 -0.8%
BPCE
1532
Bank Pictet & Cie (Europe)
Germany
$2.94M – – –
MFS
1533
Monetta Financial Services
Illinois
$2.94M – – –
SFCL
1534
Strengthening Families & Communities LLC
Massachusetts
$2.94M +$148K +371 +6%
XSC
1535
X-Square Capital
Puerto Rico
$2.94M +$33K +83 +1%
OWA
1536
Octavia Wealth Advisors
Ohio
$2.93M -$202K -507 -7%
SEP
1537
Southland Equity Partners
Missouri
$2.93M +$46.5K +117 +2%
CIM
1538
Cambria Investment Management
California
$2.93M +$878K +2,208 +46%
KWS
1539
Keystone Wealth Services
California
$2.92M -$24.7K -62 -0.9%
CPA
1540
Cardiff Park Advisors
California
$2.92M -$301K -758 -10%
OBWG
1541
Onyx Bridge Wealth Group
New York
$2.91M -$109K -273 -4%
TA
1542
Tactive Advisors
Florida
$2.91M +$147K +369 +6%
CCG
1543
Coastwise Capital Group
California
$2.91M +$4.38K +11 +0.2%
ZIC
1544
ZWJ Investment Counsel
Georgia
$2.91M +$58.1K +146 +2%
UF
1545
Univest Financial
Pennsylvania
$2.91M +$90.3K +227 +3%
MCI
1546
MRP Capital Investments
Georgia
$2.89M +$51.7K +130 +2%
AI
1547
AXS Investments
New York
$2.88M +$285K +717 +12%
TDB
1548
Thompson David Blair
$2.88M +$974K +2,449 +56%
EP
1549
Evelyn Partners
$2.87M +$2.71M +6,815 New
OWA
1550
One Wealth Advisors
California
$2.87M +$40.6K +102 +2%
60 61
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63 64