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Name Holding Trade Value Shares
Change 		Change in
Stake
SFCL
1526
Strengthening Families & Communities LLC
Massachusetts
$2.94M +$148K +371 +6%
XSC
1527
X-Square Capital
Puerto Rico
$2.94M +$33K +83 +1%
OWA
1528
Octavia Wealth Advisors
Ohio
$2.93M -$202K -507 -7%
SEP
1529
Southland Equity Partners
Missouri
$2.93M +$46.5K +117 +2%
CIM
1530
Cambria Investment Management
California
$2.93M +$878K +2,208 +46%
KWS
1531
Keystone Wealth Services
California
$2.92M -$24.7K -62 -0.9%
CPA
1532
Cardiff Park Advisors
California
$2.92M -$301K -758 -10%
OBWG
1533
Onyx Bridge Wealth Group
New York
$2.91M -$109K -273 -4%
TA
1534
Tactive Advisors
Florida
$2.91M +$147K +369 +6%
CCG
1535
Coastwise Capital Group
California
$2.91M +$4.38K +11 +0.2%
ZIC
1536
ZWJ Investment Counsel
Georgia
$2.91M +$58.1K +146 +2%
UF
1537
Univest Financial
Pennsylvania
$2.91M +$90.3K +227 +3%
MCI
1538
MRP Capital Investments
Georgia
$2.89M +$51.7K +130 +2%
AI
1539
AXS Investments
New York
$2.88M +$285K +717 +12%
TDB
1540
Thompson David Blair
$2.88M +$974K +2,449 +56%
EP
1541
Evelyn Partners
$2.87M +$2.71M +6,815 New
OWA
1542
One Wealth Advisors
California
$2.87M +$40.6K +102 +2%
BLC
1543
Blue Line Capital
Illinois
$2.86M +$543K +1,365 +25%
SWA
1544
Strategies Wealth Advisors
Michigan
$2.86M +$87.5K +220 +3%
FM
1545
Family Management
New York
$2.86M +$18.3K +46 +0.7%
BCPWM
1546
Bradley & Co Private Wealth Management
Florida
$2.85M -$392K -985 -13%
LSIA
1547
LaSalle St. Investment Advisors
Illinois
$2.85M -$263K -662 -9%
EWL
1548
Emissary Wealth LLC
New Jersey
$2.85M +$61.2K +154 +2%
SRA
1549
Secured Retirement Advisors
Minnesota
$2.85M -$16.3K -41 -0.6%
WAP
1550
Wealth Analytics Partners
California
$2.84M -$325K -818 -10%
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