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Name Holding Trade Value Shares
Change 		Change in
Stake
GWCM
851
Godshalk Welsh Capital Management
Pennsylvania
$325K -$23.4K -650 -7%
SFG
852
Synergy Financial Group
California
$325K – – –
KWM
853
Kingsview Wealth Management
Oregon
$325K -$138K -3,837 -30%
LAS
854
LWM Advisory Services
Florida
$323K -$49.8K -1,384 -13%
BOCH
855
Blue Owl Capital Holdings
New York
$323K – – –
CG
856
Clarus Group
Texas
$320K +$323K +8,974 New
LJAC
857
L.J. Altfest & Co
New York
$319K +$321K +8,938 New
CPC
858
Cookson Peirce & Co
Pennsylvania
$315K -$36K -1,000 -10%
PWS
859
Precision Wealth Strategies
Missouri
$315K +$317K +8,818 New
WPW
860
Waldron Private Wealth
Pennsylvania
$314K +$316K +8,801 New
BAAM
861
Baker Avenue Asset Management
California
$313K -$114K -3,181 -27%
FTDI
862
First Trust Direct Indexing
Massachusetts
$313K +$8.63K +240 +3%
BAMF
863
BI Asset Management Fondsmaeglerselskab
Denmark
$313K +$316K +8,780 New
BFIM
864
Beese Fulmer Investment Management
Ohio
$310K +$17.6K +489 +6%
NFSG
865
Newbridge Financial Services Group
Florida
$309K +$66.5K +1,849 +27%
CHAM
866
Clear Harbor Asset Management
Connecticut
$308K +$4.85K +135 +2%
UB
867
UMB Bank
Missouri
$308K +$22.4K +622 +8%
GF
868
Gabelli Funds
New York
$308K +$43.6K +1,212 +16%
FFL
869
Future Fund LLC
Illinois
$308K +$311K +8,644 New
WDL
870
Well Done LLC
Michigan
$306K – – –
OIA
871
OneDigital Investment Advisors
Kansas
$306K +$52.9K +1,472 +21%
MGP
872
Metis Global Partners
California
$306K +$309K +8,590 New
NCM
873
New Capital Management
Texas
$305K – – –
FRM
874
Fox Run Management
Connecticut
$305K +$307K +8,548 New
WP
875
WealthSource Partners
California
$301K +$11K +305 +4%
33 34
35
36 37