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Name Holding Trade Value Shares
Change 		Change in
Stake
ZB
1876
Zions Bancorporation
Utah
$5.16M -$132K -1,796 -2%
MPW
1877
Monterey Private Wealth
California
$5.16M -$145K -1,968 -2%
ATC
1878
Adirondack Trust Company
New York
$5.16M +$28.2K +384 +0.5%
LF
1879
Lee Financial
Texas
$5.15M +$20.3K +276 +0.3%
AWS
1880
Arkfeld Wealth Strategies
Nebraska
$5.15M -$2.34M -31,832 -28%
MA
1881
MCF Advisors
Kentucky
$5.15M +$247K +3,364 +4%
ITIM
1882
Indiana Trust & Investment Management
Indiana
$5.14M -$177K -2,408 -3%
JSC
1883
Jackson Square Capital
California
$5.13M +$75K +1,020 +1%
BFO
1884
Biltmore Family Office
North Carolina
$5.13M -$315K -4,280 -5%
RW
1885
RVW Wealth
California
$5.12M -$780K -10,604 -12%
OFG
1886
Oxford Financial Group
Indiana
$5.11M +$5.91M +80,380 New
JF
1887
JSF Financial
California
$5.11M +$557K +7,576 +10%
GLR
1888
Great Lakes Retirement
Ohio
$5.1M +$16.8K +228 +0.3%
REMPR
1889
Roof Eidam Maycock Peralta (REMP)
California
$5.1M +$1.17M +15,912 +25%
RFWA
1890
RPg Family Wealth Advisory
Massachusetts
$5.09M -$1.38M -18,808 -19%
SGA
1891
Strategic Global Advisors
California
$5.09M -$3.22M -43,732 -35%
SI
1892
SCP Investment
California
$5.09M – – –
AF
1893
Ally Financial
Michigan
$5.09M +$5.88M +80,000 New
SGM
1894
Skye Global Management
Florida
$5.09M +$5.88M +80,000 New
RDWM
1895
Red Door Wealth Management
Tennessee
$5.08M +$325K +4,424 +6%
SG
1896
StoneX Group
New York
$5.07M -$902K -12,260 -13%
MWA
1897
Meridian Wealth Advisors
Texas
$5.07M -$5.3M -72,040 -47%
NCM
1898
New Capital Management
Texas
$5.07M +$61.5K +836 +1%
MWM
1899
Modera Wealth Management
New Jersey
$5.07M +$375K +5,104 +7%
MWM
1900
Mattern Wealth Management
Kansas
$5.06M -$254K -3,460 -4%
74 75
76
77 78