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Name Holding Trade Value Shares
Change 		Change in
Stake
SG
1126
StoneX Group
New York
$344K +$8.37K +160 +3%
AA
1127
Altman Advisors
Illinois
$344K – – –
LFA
1128
Legacy Financial Advisors
Kentucky
$343K +$292K +5,577 New
BIC
1129
Beach Investment Counsel
Pennsylvania
$339K – – –
CH
1130
Canton Hathaway
Rhode Island
$339K +$26.2K +500 +10%
BBA
1131
Braun-Bostich & Associates
Pennsylvania
$337K +$28.2K +540 +11%
1WA
1132
180 Wealth Advisors
Washington
$336K +$301K +5,763 New
AAS
1133
Ameritas Advisory Services
Nebraska
$335K -$327K -6,246 -56%
OL
1134
OneFund LLC
Florida
$335K +$285K +5,441 New
CB
1135
Cadence Bank
Mississippi
$333K – – –
MFIM
1136
Mesirow Financial Investment Management
Illinois
$333K +$283K +5,408 New
MW
1137
Maia Wealth
Colorado
$330K +$281K +5,367 New
AFA
1138
American Financial Advisors
Georgia
$329K – – –
CAG
1139
Crestwood Advisors Group
Massachusetts
$328K +$278K +5,323 New
TCM
1140
Teza Capital Management
Illinois
$327K -$215K -4,105 -44%
PA
1141
Procyon Advisors
Connecticut
$324K +$9.52K +182 +4%
CICI
1142
Capital Investment Counsel Inc
North Carolina
$323K – – –
CAM
1143
Carret Asset Management
New York
$323K -$2.62K -50 -0.9%
EM
1144
ELCO Management
New York
$320K +$272K +5,200 New
BCM
1145
BluePointe Capital Management
California
$320K +$272K +5,192 New
IA
1146
Insight Advisors
Pennsylvania
$318K +$628 +12 +0.2%
CBA
1147
Coastal Bridge Advisors
Connecticut
$318K +$3.4K +65 +1%
FFO
1148
Fiduciary Family Office
Florida
$317K +$270K +5,152 New
CT
1149
Coastline Trust
Rhode Island
$317K +$269K +5,148 New
CFP
1150
Catalyst Financial Partners
Massachusetts
$316K +$269K +5,139 New
44 45
46
47 48