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Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
801
Benedict Financial Advisors
Georgia
$1.1M +$27.4K +524 +3%
GRP
802
Global Retirement Partners
California
$1.09M +$16.5K +315 +2%
AA
803
Axiom Advisory
California
$1.09M – – –
SIA
804
Sit Investment Associates
Minnesota
$1.09M -$51.8K -990 -5%
BHBT
805
Burke & Herbert Bank & Trust
Virginia
$1.09M – – –
ZIG
806
Zullo Investment Group
Pennsylvania
$1.09M -$4.18K -80 -0.5%
WC
807
Weil Company
California
$1.09M – – –
HFM
808
Harvest Fund Management
China
$1.07M +$178K +3,397 +24%
WA
809
Wealth Alliance
New York
$1.07M -$140K -2,669 -13%
SSA
810
Schonfeld Strategic Advisors
New York
$1.07M +$540K +10,329 +147%
DCM
811
Driehaus Capital Management
Illinois
$1.07M -$917K -17,533 -50%
AO
812
Advisor OS
Illinois
$1.06M -$124K -2,374 -12%
SVCP
813
Silicon Valley Capital Partners
California
$1.06M +$97.6K +1,865 +12%
NIWA
814
New Insight Wealth Advisors
California
$1.06M +$901K +17,223 New
SAM
815
Silvercrest Asset Management
New York
$1.05M +$895K +17,113 New
JWM
816
Jeppson Wealth Management
California
$1.04M -$6.17K -118 -0.7%
JF
817
Jump Financial
Illinois
$1.04M +$887K +16,946 New
ACM
818
Absolute Capital Management
Pennsylvania
$1.04M -$131K -2,500 -13%
PA
819
PSI Advisors
Florida
$1.04M -$20.9K -400 -2%
SIA
820
Schechter Investment Advisors
Michigan
$1.03M +$373K +7,134 +74%
TFA
821
Toth Financial Advisory
Virginia
$1.02M -$18.3K -350 -2%
KWA
822
Kingswood Wealth Advisors
California
$1.02M +$867K +16,567 New
ASC
823
Atalanta Sosnoff Capital
New York
$1.01M -$8.63K -165 -1%
MSAM
824
Moloney Securities Asset Management
Missouri
$1.01M +$857K +16,375 New
GIS
825
Grayhawk Investment Strategies
Alberta, Canada
$1M +$853K +16,300 New
31 32
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