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Name Holding Trade Value Shares
Change
Change in
Stake
APF
2101
Alaska Permanent Fund
Alaska
$98K +$107K +2,506 New
PWC
2102
PYA Waltman Capital
Tennessee
$97K – – –
CM
2103
Cornerstone Management
Georgia
$95.9K – – –
GFPC
2104
Global Financial Private Client
Florida
$95K – – –
TWM
2105
Tradition Wealth Management
Minnesota
$92K +$43 +1 +0%
MAWCM
2106
Mine & Arao Wealth Creation & Management
California
$91K -$34.3K -800 -26%
SCM
2107
Silvant Capital Management
Georgia
$90K – – –
AAP
2108
Arax Advisory Partners
Colorado
$88K +$16.4K +383 +21%
PA
2109
PSI Advisors
Florida
$87K – – –
IAMOG
2110
Investors Asset Management of Georgia
Georgia
$87K +$94.5K +2,205 New
AWM
2111
Atticus Wealth Management
Florida
$85K -$41.1K -959 -31%
ME
2112
McIlrath & Eck
Washington
$85K – – –
FCT
2113
First Community Trust
Iowa
$83K +$5.23K +122 +6%
IIL
2114
Insight Inv LLC
California
$83K +$90.3K +2,106 New
AFS
2115
Annapolis Financial Services
Maryland
$80K -$9.13K -213 -9%
BWL
2116
Bogart Wealth LLC
Virginia
$80K +$35.2K +820 +67%
MCM
2117
Magnolia Capital Management
New York
$78K – – –
MGI
2118
MayTech Global Investments
New York
$78K – – –
UCB
2119
United Community Bank
South Carolina
$76.1K +$45.5K +1,060 +120%
VCM
2120
Versant Capital Management
Arizona
$76K -$129 -3 -0.2%
CCA
2121
Column Capital Advisors
Indiana
$76K – – –
MCM
2122
MV Capital Management
Maryland
$75K -$17.2K -400 -17%
SFO
2123
Standard Family Office
South Dakota
$73K +$79.8K +1,861 New
CG
2124
Cutler Group
California
$72K -$1M -23,362 -93%
LWP
2125
Lumature Wealth Partners
Georgia
$72K -$1.29K -30 -2%