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Name Holding Trade Value Shares
Change 		Change in
Stake
PF
626
Phoenix Financial
Israel
$267K +$55.6K +200 +23%
PWM
627
Perigon Wealth Management
California
$265K +$292K +1,052 New
SAI
628
Savvy Advisors Inc
New York
$264K -$28.6K -103 -9%
PWP
629
Principle Wealth Partners
Connecticut
$264K – – –
NC
630
nVerses Capital
Florida
$264K +$292K +1,050 New
IAA
631
Independent Advisor Alliance
North Carolina
$264K +$18.6K +67 +7%
FT
632
Fiduciary Trust
Massachusetts
$261K +$3.06K +11 +1%
CAG
633
Cypress Advisory Group
Arizona
$259K – – –
QIM
634
Quantitative Investment Management
Virginia
$259K -$304K -1,094 -51%
PAS
635
Park Avenue Securities
New York
$259K +$31.1K +112 +12%
PP
636
PDS Planning
Ohio
$259K +$6.11K +22 +2%
ITFISA
637
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$259K +$286K +1,029 New
TWD
638
True Wealth Design
Ohio
$256K +$70.9K +255 +33%
PCP
639
Proficio Capital Partners
Massachusetts
$254K +$281K +1,010 New
SFG
640
Strive Financial Group
Indiana
$254K +$11.7K +42 +4%
AWM
641
Angeles Wealth Management
California
$254K +$53.6K +193 +24%
MOS
642
MGO One Seven
Ohio
$253K -$82.5K -297 -23%
CIA
643
Choate Investment Advisors
Massachusetts
$253K -$3.06K -11 -1%
NWA
644
New World Advisors
Massachusetts
$248K +$274K +986 New
CRC
645
Curi RMB Capital
Illinois
$247K +$273K +981 New
MW
646
MBL Wealth
North Carolina
$246K +$271K +977 New
AP
647
Americana Partners
Texas
$245K +$271K +974 New
KFSC
648
Keystone Financial Services (Colorado)
Colorado
$245K -$4.45K -16 -2%
FCP
649
Fidelis Capital Partners
Florida
$244K +$16.4K +59 +6%
CQWA
650
Chokshi & Queen Wealth Advisors
California
$242K +$9.17K +33 +4%
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