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Name Holding Trade Value Shares
Change 		Change in
Stake
NL
676
Navalign LLC
California
$401K -$206K -7,752 -28%
PWA
677
Providence Wealth Advisors
Illinois
$400K +$8.76K +330 +2%
WTB
678
Washington Trust Bank
Washington
$394K -$81.8K -3,083 -14%
RA
679
Resolute Advisors
California
$393K – – –
ARG
680
Advisory Resource Group
Oklahoma
$387K +$183K +6,888 +57%
SFA
681
Semmax Financial Advisors
North Carolina
$386K -$29.5K -1,110 -9%
BFEC
682
Benjamin F. Edwards & Company
Missouri
$385K -$27.2K -1,026 -5%
SRC
683
Sage Rhino Capital
California
$380K +$14.6K +550 +3%
KA
684
Kovack Advisors
Florida
$380K +$55.2K +2,081 +13%
CCP
685
Corient Capital Partners
California
$377K -$18.7K -705 -4%
ACM
686
AlphaStar Capital Management
North Carolina
$377K +$23.3K +879 +5%
PP
687
Prudential plc
United Kingdom
$373K +$51.3K +1,934 +12%
AWP
688
Accretive Wealth Partners
New Jersey
$372K -$65.1K -2,454 -12%
PA
689
PSI Advisors
Florida
$371K -$101K -3,798 -17%
FHB
690
First Hawaiian Bank
Hawaii
$368K +$11.4K +431 +2%
TFS
691
Thoroughbred Financial Services
Tennessee
$364K -$225K -8,476 -32%
AA
692
Axiom Advisory
California
$363K – – –
BHBT
693
Burke & Herbert Bank & Trust
Virginia
$362K +$220K +8,300 +88%
FA
694
FDx Advisors
Illinois
$358K -$7.12K -268 -2%
WIM
695
Wittenberg Investment Management
Massachusetts
$358K +$465K +17,500 New
HWM
696
Horizon Wealth Management
Illinois
$355K +$167K +6,300 +57%
EWM
697
Endowment Wealth Management
Wisconsin
$350K – – –
SWA
698
SFMG Wealth Advisors
Texas
$350K +$2.47K +93 +0.5%
AG
699
Ascent Group
Virginia
$350K +$77.7K +2,926 +24%
FMAEN1
700
Fund Management at Engine No 1
California
$349K +$77.7K +2,927 +21%
26 27
28
29 30