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Name Holding Trade Value Shares
Change 		Change in
Stake
AW
3276
Avion Wealth
Texas
$1.57M -$247K -1,922 -13%
PIM
3277
Platinum Investment Management
Australia
$1.56M – – –
FNBOSM
3278
First National Bank of South Miami
Florida
$1.55M +$54.6K +425 +3%
HIM
3279
Hillsdale Investment Management
Ontario, Canada
$1.55M -$122K -950 -7%
CWAF
3280
Core Wealth Advisors (Florida)
Florida
$1.55M +$60.7K +473 +4%
GPWA
3281
Great Point Wealth Advisors
Massachusetts
$1.54M +$56.5K +440 +4%
BA
3282
Ballew Advisors
Mississippi
$1.53M +$805K +6,275 +102%
PBC
3283
Pavion Blue Capital
California
$1.53M +$899 +7 +0.1%
UM
3284
Ulysses Management
New York
$1.53M +$257K +2,000 +19%
ACM
3285
Adalta Capital Management
New York
$1.52M -$6.42K -50 -0.4%
FWI
3286
Facet Wealth Inc
Maryland
$1.51M +$224K +1,747 +16%
AGA
3287
Arkos Global Advisors
Texas
$1.51M -$18.4K -143 -1%
GCC
3288
Game Creek Capital
Massachusetts
$1.51M -$112K -875 -7%
AA
3289
AlphaMark Advisors
Kentucky
$1.51M +$86.4K +673 +6%
WFC
3290
Western Financial Corp
California
$1.5M +$126K +985 +9%
MWM
3291
MinichMacGregor Wealth Management
New York
$1.5M -$1.16K -9 -0.1%
SL
3292
Salomon & Ludwin
Virginia
$1.5M +$174K +1,353 +12%
BWM
3293
BCGM Wealth Management
Indiana
$1.5M -$140K -1,093 -9%
PIM
3294
Profit Investment Management
Maryland
$1.5M -$80.5K -627 -5%
DP
3295
Divergent Planning
Maryland
$1.5M -$35.9K -280 -2%
ACM
3296
Alamar Capital Management
California
$1.5M -$20.7K -161 -1%
JPG
3297
Jordan Park Group
California
$1.49M +$1.21M +9,463 +343%
XSC
3298
X-Square Capital
Puerto Rico
$1.49M -$332K -2,583 -17%
MAP
3299
Milestone Advisory Partners
North Carolina
$1.49M -$99.7K -777 -6%
PA
3300
Probity Advisors
Texas
$1.49M +$1.56M +12,158 New
130 131
132
133 134