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Name Holding Trade Value Shares
Change 		Change in
Stake
DWG
1051
Darden Wealth Group
Michigan
$700K +$52.4K +303 +8%
SCM
1052
Stonebridge Capital Management
California
$699K -$144K -831 -17%
HAIM
1053
Hunter Associates Investment Management
Pennsylvania
$699K -$8.65K -50 -1%
AWM
1054
Aviso Wealth Management
Washington
$699K -$32.5K -188 -4%
AWE
1055
Avidian Wealth Enterprises
Texas
$697K -$33.1K -191 -4%
WWA
1056
Wisconsin Wealth Advisors
Wisconsin
$696K +$5.37K +31 +0.8%
MPWT
1057
MassMutual Private Wealth & Trust
Connecticut
$696K +$201K +1,162 +40%
SIAG
1058
Safeguard Investment Advisory Group
California
$695K +$865 +5 +0.1%
RIM
1059
RW Investment Management
Idaho
$694K -$55.4K -320 -7%
CIAS
1060
Capital Investment Advisory Services
North Carolina
$693K +$15.9K +92 +2%
HAM
1061
Harmony Asset Management
Arizona
$690K +$50.4K +291 +8%
CIA
1062
Cladis Investment Advisory
Montana
$689K – – –
BIG
1063
Brooklyn Investment Group
New York
$688K -$5.02K -29 -0.7%
BCM
1064
Becker Capital Management
Oregon
$688K -$18.3K -106 -3%
SDWIA
1065
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$687K +$85.2K +492 +14%
GFG
1066
Greenberg Financial Group
Arizona
$687K +$597K +3,450 New
DQRIM
1067
Dale Q Rice Investment Management
Washington
$686K -$31.8K -184 -4%
CAC
1068
Certified Advisory Corp
Florida
$685K -$32.9K -190 -5%
BHBT
1069
Burke & Herbert Bank & Trust
Virginia
$684K -$11.3K -65 -2%
SACTSONJ
1070
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$682K – – –
WA
1071
Wilmar Advisors
Florida
$682K – – –
AWM
1072
Ameliora Wealth Management
Switzerland
$682K +$43.3K +250 +7%
BCV
1073
Banque Cantonale Vaudoise
Switzerland
$682K +$692K +4,000 New
WAAG
1074
Wealth Alliance Advisory Group
Kansas
$682K -$50.2K -290 -7%
GWP
1075
Gateway Wealth Partners
Wisconsin
$681K +$43.3K +250 +7%
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