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Name Holding Trade Value Shares
Change 		Change in
Stake
PWS
776
Precision Wealth Strategies
Missouri
$233K +$53.2K +2,005 +23%
MGP
777
Metis Global Partners
California
$233K +$75K +2,824 +33%
AAS
778
Ameritas Advisory Services
Nebraska
$232K -$59.2K -2,231 -16%
JF
779
Joule Financial
Kentucky
$232K +$301K +11,331 New
BCM
780
BTC Capital Management
Iowa
$231K -$25.4K -956 -8%
HWA
781
HHM Wealth Advisors
Tennessee
$229K +$6.11K +230 +2%
TCM
782
Traynor Capital Management
Pennsylvania
$229K +$41.8K +1,573 +16%
CHAM
783
Clear Harbor Asset Management
Connecticut
$228K +$66.4K +2,500 +29%
ICG
784
InterOcean Capital Group
Tennessee
$228K +$296K +11,134 New
XT
785
XTX Topco
Cayman Islands
$227K +$295K +11,106 New
VWA
786
V Wealth Advisors
Kansas
$226K -$26K -980 -8%
WWP
787
Waypoint Wealth Partners
California
$226K +$293K +11,055 New
SWMP
788
Signature Wealth Management Partners
New Jersey
$225K +$5.31K +200 +2%
SF
789
Synovus Financial
Georgia
$224K +$44.3K +1,670 +18%
SWA
790
Sax Wealth Advisors
New Jersey
$224K +$120K +4,502 +70%
GG
791
Golden Green
South Carolina
$223K +$289K +10,885 New
ESCM
792
Echo Street Capital Management
New York
$221K +$286K +10,782 New
MCM
793
MAI Capital Management
Ohio
$220K -$638K -24,048 -69%
FFM
794
Forum Financial Management
Illinois
$215K +$103K +3,887 +59%
HI
795
Horizon Investments
North Carolina
$214K -$808K -30,423 -74%
OFA
796
Oak Family Advisors
Illinois
$214K -$192K -7,244 -41%
TCM
797
Teza Capital Management
Illinois
$212K -$123K -4,648 -31%
APP
798
Alpha Paradigm Partners
Illinois
$211K +$274K +10,337 New
LJAC
799
L.J. Altfest & Co
New York
$210K +$35.4K +1,332 +15%
CBN
800
Cadence Bank NA
Texas
$208K – – –
30 31
32
33 34