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Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
851
Legacy Financial Advisors
Kentucky
$253K +$19.6K +69 +8%
CSC
852
Caldwell Sutter Capital
California
$252K -$3.13K -11 -1%
SIC
853
Schwartz Investment Counsel
Michigan
$252K – – –
BIG
854
Brooklyn Investment Group
New York
$252K -$37.6K -132 -12%
FPAS
855
Focus Partners Advisor Solutions
Missouri
$252K +$263K +924 New
HCM
856
Hollencrest Capital Management
California
$251K -$305K -1,070 -54%
HAM
857
Harmony Asset Management
Arizona
$249K +$260K +912 New
ATC
858
Argent Trust Co
Tennessee
$247K +$258K +906 New
SAM
859
Shell Asset Management
Netherlands
$247K +$315K +1,105 New
EFG
860
Everhart Financial Group
Ohio
$247K +$33.6K +118 +15%
IAIM
861
International Assets Investment Management
Florida
$247K +$9.11K +32 +4%
PVI
862
Pine Valley Investments
New Jersey
$246K -$2.56K -9 -1%
VFA
863
Valeo Financial Advisors
Indiana
$245K +$11.1K +39 +4%
APM
864
a16z Perennial Management
California
$244K – – –
QCG
865
Quadrant Capital Group
Ohio
$244K +$83.1K +292 +48%
AC
866
ASB Consultores
Florida
$243K +$254K +892 New
DTL
867
Dynamic Technology Lab
Singapore
$243K +$254K +892 New
OTL
868
Oak Thistle LLC
New York
$241K -$120K -423 -32%
ET
869
Equitable Trust
Tennessee
$241K +$12.2K +43 +5%
AFG
870
Atomi Financial Group
New York
$240K +$250K +879 New
QP
871
Quilter Plc
United Kingdom
$239K – – –
RSS
872
Rosenblum Silverman Sutton
California
$237K – – –
BBW
873
Blue Barn Wealth
Utah
$237K +$1.42K +5 +0.6%
SWM
874
Salvus Wealth Management
New Jersey
$236K +$3.7K +13 +2%
GSC
875
Grey Street Capital
Illinois
$236K +$247K +866 New
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