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Name Holding Trade Value Shares
Change 		Change in
Stake
AP
751
Adero Partners
California
$351K -$702K -15,673 -70%
AAS
752
Avantax Advisory Services
Texas
$351K +$44.9K +1,001 +17%
GA
753
GFS Advisors
Texas
$349K +$307K +6,850 New
BFIM
754
Beese Fulmer Investment Management
Ohio
$348K +$306K +6,825 New
RFC
755
Regions Financial Corp
Alabama
$346K +$21.5K +480 +8%
GT
756
Glenview Trust
Kentucky
$344K -$22K -490 -7%
OIA
757
OneDigital Investment Advisors
Kansas
$344K +$70.7K +1,578 +30%
GKWIM
758
Gerber Kawasaki Wealth & Investment Management
California
$344K +$303K +6,759 New
MW
759
Marcum Wealth
Ohio
$341K +$13.4K +300 +5%
FCA
760
FLC Capital Advisors
California
$339K -$21.5K -480 -7%
SFP
761
Sandbox Financial Partners
Maryland
$338K +$297K +6,631 New
JWCA
762
J.W. Cole Advisors
Florida
$337K -$83.8K -1,871 -22%
CBT
763
Capital Bank & Trust
California
$336K – – –
DA
764
DSC Advisors
Illinois
$334K -$8.92K -199 -3%
FB
765
Fulton Bank
Pennsylvania
$334K +$293K +6,541 New
TMAM
766
Tokio Marine Asset Management
Japan
$332K +$29.9K +667 +11%
CWP
767
Capital Wealth Planning
Florida
$332K +$274K +6,120 New
GIA
768
Gladstone Institutional Advisory
Florida
$326K +$11.5K +257 +4%
SW
769
SteelPeak Wealth
California
$321K +$21.1K +470 +8%
CA
770
Clearstead Advisors
Ohio
$321K +$27.1K +605 +11%
HH
771
Hilltop Holdings
Texas
$321K +$281K +6,277 New
CS
772
Cannell & Spears
New York
$319K – – –
SXL
773
Summit X LLC
Missouri
$319K +$279K +6,220 New
FHB
774
First Hawaiian Bank
Hawaii
$316K -$326K -7,280 -54%
PMG
775
ProVise Management Group
Florida
$314K +$276K +6,158 New
29 30
31
32 33