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Name Holding Trade Value Shares
Change 		Change in
Stake
MG
3526
Marex Group
$558K -$423K -1,243 -44%
HA
3527
Hofer & Associates
California
$557K +$341 +1 +0.1%
ACA
3528
Arsenal Capital Advisors
Pennsylvania
$557K +$541K +1,587 New
DP
3529
Divergent Planning
Maryland
$556K – – –
SCP
3530
Stevens Capital Partners
Nebraska
$556K +$299K +879 +125%
RTC
3531
Real Talk Capital
Tennessee
$554K -$198K -581 -27%
AA
3532
AJ Advisors
Tennessee
$554K -$30K -88 -5%
SCA
3533
Sippican Capital Advisors
Massachusetts
$554K -$2.38K -7 -0.4%
FSA
3534
Financial Security Advisor
Virginia
$553K -$41.6K -122 -7%
ACC
3535
Acorn Creek Capital
Colorado
$552K -$55.5K -163 -9%
AW
3536
Avion Wealth
Texas
$552K -$14.7K -43 -3%
GFPC
3537
Global Financial Private Client
Florida
$552K +$20.4K +60 +4%
ANBOT
3538
American National Bank of Texas
Texas
$551K +$17K +50 +3%
MF
3539
Montis Financial
Massachusetts
$551K +$51.1K +150 +11%
AFC
3540
Avise Financial Cooperative
California
$551K +$535K +1,570 New
PCM
3541
Polymer Capital Management
New York
$549K +$42.2K +124 +9%
AWA
3542
Amplius Wealth Advisors
Pennsylvania
$549K +$67.8K +199 +15%
BFG
3543
Beto Financial Group
Idaho
$548K +$560K +1,643 New
SIM
3544
Studio Investment Management
Illinois
$548K -$88.2K -259 -14%
CFA
3545
Capstone Financial Advisors
Illinois
$548K +$2.73K +8 +0.5%
TWM
3546
Tanager Wealth Management
United Kingdom
$547K -$28.3K -83 -5%
5NPW
3547
55 North Private Wealth
Florida
$546K +$530K +1,556 New
EFG
3548
Embree Financial Group
Illinois
$546K +$66.4K +195 +14%
WFC
3549
Western Financial Corp
California
$545K +$23.5K +69 +5%
WAM
3550
Worth Asset Management
Texas
$545K +$55.2K +162 +12%
140 141
142
143 144