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Name Holding Trade Value Shares
Change 		Change in
Stake
MG
951
Mather Group
Illinois
$2.6M +$841K +5,226 +57%
CCB
952
Country Club Bank
Missouri
$2.6M +$137K +850 +6%
AA
953
Axiom Advisory
California
$2.59M +$2.59M +16,128 New
AWA
954
Arkadios Wealth Advisors
Georgia
$2.59M +$702K +4,361 +38%
QCG
955
Quadrant Capital Group
Ohio
$2.58M +$352K +2,187 +16%
GKWIM
956
Gerber Kawasaki Wealth & Investment Management
California
$2.58M +$58.6K +364 +2%
HIIFS
957
Harel Insurance Investments & Financial Services
Israel
$2.54M +$650K +4,040 +34%
PFMU
958
Privium Fund Management (UK)
United Kingdom
$2.53M +$2.48M +15,397 New
PGFC
959
Peapack-Gladstone Financial Corp
New Jersey
$2.52M +$162K +1,007 +7%
AW
960
Alaethes Wealth
Nevada
$2.52M +$13.5K +84 +0.5%
BCM
961
Bourgeon Capital Management
Connecticut
$2.52M +$2.5M +15,529 New
NP
962
Nilsine Partners
Colorado
$2.52M +$23.3K +145 +0.9%
CIAS
963
Capital Investment Advisory Services
North Carolina
$2.52M +$290K +1,801 +13%
TI
964
TrueMark Investments
Illinois
$2.51M – – –
COI
965
Connable Office Inc
Michigan
$2.51M – – –
ATC
966
Argent Trust Co
Tennessee
$2.51M +$21.6K +134 +0.9%
CW
967
CreativeOne Wealth
Kansas
$2.51M -$107K -666 -4%
CPC
968
Consolidated Planning Corp
Georgia
$2.5M +$244K +1,516 +11%
DS
969
DRW Securities
Illinois
$2.5M +$1.82M +11,283 +271%
UB
970
UMB Bank
Missouri
$2.5M +$155K +962 +7%
MFS
971
Mattson Financial Services
Michigan
$2.48M +$2.46M +15,310 New
CA
972
CV Advisors
Florida
$2.48M +$2.57K +16 +0.1%
TIA
973
Trust Investment Advisors
Indiana
$2.47M -$3.86K -24 -0.2%
HH
974
Hilltop Holdings
Texas
$2.47M +$873K +5,425 +55%
DFA
975
Davies Financial Advisors
California
$2.46M -$102K -635 -4%
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