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Name Holding Trade Value Shares
Change 		Change in
Stake
W
1851
WealthStone
Ohio
$11.6M +$226K +1,880 +2%
HCP
1852
Hexagon Capital Partners
Arkansas
$11.5M -$197K -1,641 -2%
SWMG
1853
Strategic Wealth Management Group
Maryland
$11.5M -$181K -1,502 -2%
TWM
1854
TLW Wealth Management
Florida
$11.5M -$70.8K -589 -0.7%
IEFM
1855
IQ EQ Fund Management
Ireland
$11.5M -$2.37M -19,678 -19%
AA
1856
ALPS Advisors
Colorado
$11.5M +$84.4K +702 +0.8%
SMFG
1857
Sumitomo Mitsui Financial Group
Japan
$11.5M +$10.3M +85,460 +35,025%
CGA
1858
Crescent Grove Advisors
Illinois
$11.4M +$310K +2,580 +3%
TWM
1859
Tradition Wealth Management
Minnesota
$11.4M +$10.4M +86,253 New
FC
1860
Financial Consulate
Maryland
$11.4M +$33.6K +279 +0.3%
MWM
1861
Mattern Wealth Management
Kansas
$11.4M +$481K +4,002 +5%
MLIC
1862
Mandatum Life Insurance Company
Finland
$11.4M +$859K +7,143 +9%
SFS
1863
Solitude Financial Services
Virginia
$11.4M +$10.3M +86,007 New
NONA
1864
Ninety One North America
New York
$11.4M -$2.52M -20,973 -20%
BAM
1865
Brave Asset Management
New Jersey
$11.4M -$111K -923 -1%
FNWM
1866
Financial Network Wealth Management
Utah
$11.4M +$10.3M +85,642 New
SEEDPG
1867
S.E.E.D. Planning Group
New York
$11.4M +$1.4M +11,662 +16%
PSP
1868
Principal Street Partners
Tennessee
$11.3M +$508K +4,225 +5%
LFF
1869
Level Four Financial
Texas
$11.3M +$10.3M +85,406 New
NCM
1870
Neumann Capital Management
California
$11.3M -$382K -3,179 -4%
NCGI
1871
Next Century Growth Investors
Minnesota
$11.3M -$488K -4,056 -5%
FCMC
1872
Founders Capital Management (Connecticut)
Connecticut
$11.2M -$124K -1,029 -1%
CC
1873
Callan Capital
California
$11.2M -$635K -5,278 -6%
GCM
1874
Gabalex Capital Management
New York
$11.2M -$13.9M -115,352 -58%
CIP
1875
Capital Insight Partners
Arizona
$11.2M -$1.09M -9,077 -10%
73 74
75
76 77