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Name Holding Trade Value Shares
Change 		Change in
Stake
PG
1801
Proffitt & Goodson
Tennessee
$284K -$37.7K -150 -11%
SC
1802
SouthState Corp
Florida
$284K +$11.3K +45 +4%
PA
1803
Parkside Advisors
California
$284K +$18.8K +75 +6%
PWMG
1804
Prestige Wealth Management Group
New Jersey
$283K -$102K -405 -24%
NCM
1805
New Capital Management
Texas
$283K -$1.51K -6 -0.5%
NGA
1806
Naples Global Advisors
Florida
$282K -$456K -1,815 -59%
IFA
1807
Interactive Financial Advisors
Illinois
$281K – – –
BIP
1808
Blueprint Investment Partners
North Carolina
$281K +$316K +1,257 +41,900%
FWI
1809
Facet Wealth Inc
Maryland
$280K +$77.6K +309 +32%
FSA
1810
Franklin Street Advisors
North Carolina
$280K +$316K +1,257 New
OFS
1811
OneAscent Financial Services
Alabama
$279K +$6.03K +24 +2%
CAM
1812
Columbia Asset Management
Michigan
$279K +$11.3K +45 +4%
PO
1813
Private Ocean
California
$279K +$33.1K +132 +12%
MWA
1814
Meridian Wealth Advisors
Texas
$279K +$42.2K +168 +16%
ACM
1815
Aljian Capital Management
Nevada
$278K +$313K +1,248 New
DW
1816
Domani Wealth
Pennsylvania
$277K +$312K +1,242 New
UBV
1817
United Bank (Virginia)
Virginia
$277K +$313K +1,245 New
JF
1818
JSF Financial
California
$274K +$7.53K +30 +3%
WC
1819
Whitney & Co
New York
$274K +$41.4K +165 +15%
SAM
1820
Secure Asset Management
Michigan
$274K +$87.4K +348 +39%
RIS
1821
Retirement Income Solutions
Michigan
$273K – – –
6F
1822
626 Financial
Michigan
$273K +$191K +759 New
TWP
1823
Tempus Wealth Planning
California
$272K -$677K -2,697 -69%
IAS
1824
IMA Advisory Services
Colorado
$271K – – –
LOAME
1825
Lombard Odier Asset Management (Europe)
United Kingdom
$271K +$306K +1,218 New
71 72
73
74 75