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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
701
Meridian Wealth Management
Kentucky
$102M +$2.24M +9,917 +3%
FIA
702
Foundations Investment Advisors
Arizona
$102M +$1.76M +7,807 +2%
MSA
703
MUFG Securities Americas
New York
$102M +$15.6M +69,171 +21%
EPIM
704
Evelyn Partners Investment Management
$102M -$3.98M -17,637 -4%
HCMT
705
Highland Capital Management (Tennessee)
Tennessee
$101M +$1.91M +8,446 +2%
WI
706
Wahed Invest
New York
$101M -$774K -3,426 -0.9%
AHC
707
Adell Harriman & Carpenter
Texas
$101M -$1.77M -7,827 -2%
ACIM
708
Azimuth Capital Investment Management
Michigan
$100M +$4.28M +18,930 +5%
MHS
709
M Holdings Securities
Oregon
$100M +$88.9M +393,532 New
TW
710
TritonPoint Wealth
Maryland
$99.5M +$1.7M +7,520 +2%
BWP
711
Baldwin Wealth Partners
Massachusetts
$99M -$1.26M -5,591 -1%
AFG
712
Atomi Financial Group
New York
$98.5M +$5.48M +24,265 +7%
WIM
713
WealthPlan Investment Management
Nebraska
$98.4M -$1.15M -5,069 -1%
BHCM
714
Brevan Howard Capital Management
Jersey
$98.4M +$46.8M +207,232 +116%
SEIA
715
Signature Estate & Investment Advisors
California
$98.3M -$17.7M -78,438 -17%
OWM
716
Opes Wealth Management
California
$97.9M -$8.7M -38,510 -9%
SWM
717
Spire Wealth Management
Virginia
$97.7M -$907K -4,016 -1%
KRSITF
718
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$97.7M -$3.88M -17,193 -4%
EW
719
Evoke Wealth
California
$97.4M +$4.42M +19,577 +5%
GKWIM
720
Gerber Kawasaki Wealth & Investment Management
California
$97.4M +$1.02M +4,517 +1%
LCM
721
LVM Capital Management
Michigan
$97.1M -$1.36M -6,004 -2%
CB
722
Community Bank
New York
$96.9M -$390K -1,728 -0.5%
CM
723
Castleark Management
Illinois
$96.8M -$2.98M -13,195 -3%
ACM
724
Argent Capital Management
Missouri
$96.5M -$7.12M -31,504 -8%
WG
725
Welch Group
Alabama
$96.3M +$659K +2,918 +0.8%
27 28
29
30 31