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Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1051
Destination Wealth Management
California
$1.92M +$449K +2,955 +34%
GIA
1052
GHP Investment Advisors
Colorado
$1.91M -$53K -349 -3%
BAM
1053
Belpointe Asset Management
Nevada
$1.91M -$3.46M -22,780 -66%
DG
1054
DMC Group
Alabama
$1.91M -$84.3K -555 -5%
MFP
1055
Meridian Financial Partners
Virginia
$1.91M +$1.77M +11,621 New
CGL
1056
Clarius Group LLC
Washington
$1.9M +$50.9K +335 +3%
CA
1057
Commerzbank Aktiengesellschaft
Germany
$1.89M +$457K +3,007 +35%
HVP
1058
Hudson Value Partners
Florida
$1.89M -$146K -960 -8%
VCM
1059
Virtue Capital Management
Tennessee
$1.87M -$49.1K -323 -3%
AC
1060
Avestar Capital
New York
$1.87M +$241K +1,588 +16%
HSA
1061
HBK Sorce Advisory
Pennsylvania
$1.87M +$14.4K +95 +0.8%
WPW
1062
Waldron Private Wealth
Pennsylvania
$1.86M +$21.4K +141 +1%
MG
1063
Mather Group
Illinois
$1.86M -$464K -3,054 -21%
NCM
1064
Novare Capital Management
North Carolina
$1.85M +$43.3K +285 +3%
VCA
1065
Verdence Capital Advisors
Maryland
$1.84M +$285K +1,875 +20%
LAM
1066
LECAP Asset Management
United Kingdom
$1.84M -$2M -13,178 -54%
XF
1067
XML Financial
Maryland
$1.84M +$6.84K +45 +0.4%
IHG
1068
Insight Holdings Group
New York
$1.84M -$851K -5,600 -33%
GSIAS
1069
Garden State Investment Advisory Services
New Jersey
$1.83M -$72.8K -479 -4%
ECM
1070
Evergreen Capital Management
Washington
$1.83M +$66.9K +440 +4%
MWM
1071
Moran Wealth Management
Florida
$1.83M -$101K -667 -6%
SG
1072
StoneX Group
New York
$1.82M +$188K +1,236 +13%
ZIG
1073
Zullo Investment Group
Pennsylvania
$1.82M +$4.71K +31 +0.3%
TW
1074
TrinityPoint Wealth
Connecticut
$1.82M -$3.19K -21 -0.2%
WHG
1075
Westwood Holdings Group
Texas
$1.81M +$398K +2,621 +31%
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