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Name Holding Trade Value Shares
Change 		Change in
Stake
AC
2076
Aristides Capital
Kentucky
$2.79M – – –
OFS
2077
OneAscent Financial Services
Alabama
$2.79M -$249K -714 -8%
BA
2078
Bellwether Advisors
Nebraska
$2.78M +$2.41M +6,910 +749%
PCA
2079
Purkiss Capital Advisors
Connecticut
$2.78M +$968K +2,777 +55%
TCBWMS
2080
Texas Capital Bank Wealth Management Services
Texas
$2.78M +$135K +387 +5%
CP
2081
Canopy Partners
Ohio
$2.77M -$354K -1,015 -12%
FPWM
2082
FSB Premier Wealth Management
Iowa
$2.76M +$232K +665 +9%
SAM
2083
Strategy Asset Managers
California
$2.76M +$99.3K +285 +4%
TPW
2084
Talon Private Wealth
Florida
$2.76M +$290K +833 +12%
RMP
2085
Richards, Merrill & Peterson
Washington
$2.74M +$2.79K +8 +0.1%
KSWA
2086
Kathleen S. Wright Associates
Pennsylvania
$2.74M – – –
LAM
2087
L2 Asset Management
Massachusetts
$2.73M +$157K +451 +6%
DIP
2088
DT Investment Partners
Pennsylvania
$2.73M -$404K -1,159 -13%
CGFA
2089
Colton Groome Financial Advisors
North Carolina
$2.72M +$212K +607 +9%
FWA
2090
FOCUS Wealth Advisors
Texas
$2.72M -$7.67K -22 -0.3%
GCM
2091
Geneva Capital Management
Wisconsin
$2.72M -$88.9K -255 -3%
TP
2092
Tranquility Partners
Tennessee
$2.72M -$11.2K -32 -0.4%
HCCM
2093
Hudson Canyon Capital Management
New York
$2.71M -$55.4K -159 -2%
SSW
2094
Stone Summit Wealth
Florida
$2.7M +$62.7K +180 +2%
SDWIA
2095
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$2.7M -$105K -302 -4%
CSPIA
2096
Cary Street Partners Investment Advisory
Virginia
$2.7M +$213K +611 +9%
IA
2097
IFC Advisors
California
$2.69M +$860K +2,468 +48%
JSAM
2098
J. Safra Asset Management
New York
$2.69M +$234K +671 +10%
PCOTEOTHU
2099
Provident Company of the Employees of the Hebrew University
Israel
$2.69M – – –
SI
2100
Shaker Investments
Ohio
$2.69M -$112K -320 -4%
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84
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