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Name Holding Trade Value Shares
Change 		Change in
Stake
AG
851
Ascent Group
Virginia
$1.47M -$7.75K -108 -0.6%
AO
852
Advisor OS
Illinois
$1.47M +$130K +1,811 +10%
BAM
853
Bosun Asset Management
Illinois
$1.47M +$1.37M +19,057 New
NRG
854
Nemes Rush Group
Michigan
$1.46M +$32.1K +447 +2%
FNBT
855
FineMark National Bank & Trust
Florida
$1.46M +$49.3K +687 +4%
GPFA
856
Game Plan Financial Advisors
Ohio
$1.46M -$121K -1,680 -8%
SQA
857
Simon Quick Advisors
New Jersey
$1.45M +$279K +3,893 +26%
TSWM
858
Tyler-Stone Wealth Management
Ohio
$1.42M +$160K +2,225 +14%
PWA
859
Providence Wealth Advisors
Illinois
$1.42M +$1.16M +16,182 +726%
SIM
860
Sentry Investment Management
Wisconsin
$1.41M – – –
AA
861
Axiom Advisory
California
$1.4M +$35.1K +489 +3%
BWM
862
Bulltick Wealth Management
Florida
$1.4M +$653K +9,099 +101%
CWM
863
Congress Wealth Management
Massachusetts
$1.39M -$748K -10,423 -37%
XT
864
XTX Topco
Cayman Islands
$1.39M +$1.29M +18,031 New
SCTC
865
Sanibel Captiva Trust Company
Florida
$1.39M +$1.29M +18,007 New
GRP
866
Global Retirement Partners
California
$1.38M +$57.6K +803 +5%
MFG
867
Menard Financial Group
Texas
$1.38M +$367K +5,108 +40%
WFAG
868
Worth Financial Advisory Group
North Carolina
$1.38M +$200K +2,790 +18%
PL
869
Perpetual Ltd
Australia
$1.38M +$504K +7,024 +65%
MLM
870
Mount Lucas Management
Pennsylvania
$1.37M -$114K -1,594 -8%
OQS
871
Occudo Quantitative Strategies
Florida
$1.37M +$1.28M +17,781 New
QWM
872
Quadcap Wealth Management
Texas
$1.36M -$112K -1,559 -8%
BHBT
873
Burke & Herbert Bank & Trust
Virginia
$1.36M – – –
WC
874
Weil Company
California
$1.35M -$11.2K -156 -0.9%
SW
875
SVB Wealth
Massachusetts
$1.34M -$2.43M -33,898 -66%
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