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Name Holding Trade Value Shares
Change 		Change in
Stake
CF
1901
Convergence Financial
Missouri
$2.24M +$735K +1,793 +87%
FI
1902
Fosun International
China
$2.23M +$264K +643 +20%
LOIM
1903
Liberty One Investment Management
Illinois
$2.23M -$1.41M -3,440 -47%
CFO
1904
CVA Family Office
Colorado
$2.23M +$8.2K +20 +0.5%
PWG
1905
Portside Wealth Group
Utah
$2.23M +$58.6K +143 +4%
GWAG
1906
Garrett Wealth Advisory Group
Texas
$2.22M -$1.64K -4 -0.1%
WPW
1907
Waldron Private Wealth
Pennsylvania
$2.22M -$57.8K -141 -4%
SWA
1908
SOA Wealth Advisors
New York
$2.21M -$66.4K -162 -4%
WA
1909
Wealth Alliance
New York
$2.21M -$34.4K -84 -2%
I
1910
InterCapital
Texas
$2.21M +$1.56M +3,800 New
QAM
1911
Q3 Asset Management
Michigan
$2.21M +$1.56M +3,798 New
PPW
1912
Parcion Private Wealth
Washington
$2.21M +$460K +1,121 +42%
SFG
1913
Synergy Financial Group
California
$2.2M +$17.6K +43 +1%
MFG
1914
Menard Financial Group
Texas
$2.2M +$5.74K +14 +0.4%
BAM
1915
BOS Asset Management
Illinois
$2.2M -$307K -748 -17%
VGDSS
1916
VUB Generali dochodkova spravcovska spolocnost
$2.19M – – –
CFA
1917
Capstone Financial Advisors
Illinois
$2.19M +$540K +1,317 +54%
CT
1918
Coastline Trust
Rhode Island
$2.18M – – –
CFG
1919
Carr Financial Group
Massachusetts
$2.18M -$49.2K -120 -3%
PBT
1920
Pictet Bank & Trust
Bahamas
$2.18M +$1.54M +3,749 New
SIP
1921
Stoneridge Investment Partners
Pennsylvania
$2.17M -$1.52M -3,710 -45%
EW
1922
Enzi Wealth
Texas
$2.16M -$226K -551 -12%
CA
1923
Cullinan Associates
Kentucky
$2.16M – – –
JF
1924
Jump Financial
Illinois
$2.16M -$69.5M -169,403 -98%
IWA
1925
Icon Wealth Advisors
Texas
$2.15M +$133K +325 +10%
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