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Name Holding Trade Value Shares
Change 		Change in
Stake
T
3101
TOBAM
France
$819K +$157K +450 +24%
FC
3102
FCA Corp
Texas
$815K -$138K -397 -15%
RW
3103
Rede Wealth
Virginia
$814K -$2.09K -6 -0.3%
LA
3104
LexAurum Advisors
Kansas
$812K -$38K -109 -5%
RP
3105
Rice Partnership
Hawaii
$810K -$2.44K -7 -0.3%
OIS
3106
OneAscent Investment Solutions
Alabama
$809K +$81.2K +233 +11%
GCM
3107
Gladius Capital Management
Illinois
$809K -$1.32M -3,783 -62%
CPC
3108
Consolidated Planning Corp
Georgia
$807K +$76.7K +220 +11%
KG
3109
Kilter Group
New York
$805K +$7.32K +21 +0.9%
FCIM
3110
Fairview Capital Investment Management
California
$801K – – –
GWP
3111
Gateway Wealth Partners
Wisconsin
$800K +$83.3K +239 +12%
WAM
3112
Winslow Asset Management
Ohio
$799K -$34.9K -100 -4%
PW
3113
Potentia Wealth
California
$797K – – –
CA
3114
Cannon Advisors
North Carolina
$791K -$25.1K -72 -3%
MAS
3115
MPWM Advisory Solutions
Georgia
$790K -$26.5K -76 -3%
CCM
3116
Charter Capital Management
Wisconsin
$789K +$774K +2,221 New
PCMH
3117
Polymer Capital Management (HK)
Hong Kong
$788K +$138K +395 +22%
OA
3118
Operose Advisors
Wisconsin
$785K – – –
AAG
3119
Armstrong Advisory Group
Massachusetts
$784K -$46.4K -133 -6%
PL
3120
Perpetual Ltd
Australia
$784K -$1.18M -3,396 -61%
VC
3121
Veery Capital
Delaware
$783K +$1.05K +3 +0.1%
SGCA
3122
Steel Grove Capital Advisors
Tennessee
$783K +$71.5K +205 +10%
YLHM
3123
Yelin Lapidot Holdings Management
Israel
$782K +$5.23K +15 +0.7%
MSG
3124
Main Street Group
Virginia
$782K -$49.5K -142 -6%
CST
3125
Charles Schwab Trust
Nevada
$781K -$639K -1,833 -45%
123 124
125
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