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Name Holding Trade Value Shares
Change 		Change in
Stake
WI
751
WrapManager Inc
California
$476K -$113K -442 -18%
SP
752
Stablepoint Partners
Massachusetts
$475K – – –
PWM
753
Palumbo Wealth Management
New York
$473K +$121K +473 +30%
FFN
754
Focus Financial Network
Minnesota
$464K +$71.7K +281 +16%
A
755
Argentarii
Ohio
$463K +$506K +1,983 New
OIS
756
OneAscent Investment Solutions
Alabama
$463K +$506K +1,984 New
LA
757
Legacy Advisors
Pennsylvania
$460K +$86.8K +340 +21%
AWA
758
Aaron Wealth Advisors
Illinois
$460K +$65.3K +256 +15%
WPC
759
Wedmont Private Capital
Pennsylvania
$454K +$210K +822 +69%
NAM
760
NorthCrest Asset Manangement
Minnesota
$453K +$495K +1,941 New
SWP
761
Sagespring Wealth Partners
Tennessee
$448K +$240K +942 +96%
RA
762
RFG Advisory
Alabama
$447K +$6.13K +24 +1%
FLPIM
763
F.L. Putnam Investment Management
Massachusetts
$447K -$71.2K -279 -13%
PIA
764
Pollock Investment Advisors
Michigan
$444K -$11.5K -45 -2%
SIM
765
Sentry Investment Management
Wisconsin
$442K -$156K -612 -23%
RWS
766
Resolute Wealth Strategies
Mississippi
$441K +$76.6K +300 +19%
AP
767
Adero Partners
California
$439K -$11.5K -45 -2%
BC
768
Burney Company
Virginia
$437K -$45.2K -177 -9%
AFG
769
Atomi Financial Group
New York
$435K +$136K +532 +40%
VIM
770
Vinva Investment Management
Australia
$433K -$415K -1,625 -47%
TBWA
771
Three Bridge Wealth Advisors
California
$432K – – –
KFA
772
Krane Funds Advisors
New York
$428K +$238K +934 +104%
PWM
773
Perigon Wealth Management
California
$426K +$51.6K +202 +12%
PS
774
Principal Securities
Iowa
$418K – – –
SAM
775
Smartleaf Asset Management
Massachusetts
$417K +$19.9K +78 +5%
29 30
31
32 33