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Name Holding Trade Value Shares
Change 		Change in
Stake
AC
1026
AlphaCore Capital
California
$1.4M -$175K -1,578 -13%
TA
1027
Tectonic Advisors
Texas
$1.4M -$24.9K -225 -2%
QI
1028
Qtron Investments
Massachusetts
$1.39M +$440K +3,972 +61%
LIM
1029
Longfellow Investment Management
Massachusetts
$1.38M -$418K -3,775 -26%
IFWM
1030
Institute for Wealth Management
Colorado
$1.38M – – –
IC
1031
Inscription Capital
Texas
$1.38M -$430K -3,886 -27%
FRA
1032
Frank Rimerman Advisors
California
$1.38M +$34.4K +311 +3%
GWP
1033
Gateway Wealth Partners
Wisconsin
$1.38M +$1.16M +10,451 New
CFG
1034
Cooper Financial Group
California
$1.38M +$88.1K +796 +8%
SMC
1035
Smith, Moore & Co
Missouri
$1.37M +$45.1K +407 +4%
PCS
1036
Personal CFO Solutions
New Jersey
$1.37M -$90.9K -821 -7%
IP
1037
Ignite Planners
California
$1.37M +$58.1K +525 +5%
PWPS
1038
Pinnacle Wealth Planning Services
Ohio
$1.37M -$70.1K -633 -6%
TBT
1039
Texas Bank & Trust
Texas
$1.37M +$226K +2,040 +25%
WDC
1040
Woodward Diversified Capital
California
$1.37M -$94.9K -857 -7%
PTC
1041
Private Trust Company
Ohio
$1.36M +$7.31K +66 +0.6%
BAM
1042
Byrne Asset Management
New Jersey
$1.36M -$18.3K -165 -2%
MSA
1043
Marathon Strategic Advisors
Pennsylvania
$1.36M – – –
IAIM
1044
International Assets Investment Management
Florida
$1.35M -$153K -1,383 -12%
EWM
1045
Evercore Wealth Management
New York
$1.35M -$174K -1,575 -13%
TAM
1046
Todd Asset Management
Kentucky
$1.35M – – –
S
1047
Storgate
Texas
$1.35M – – –
NP
1048
NorthRock Partners
Minnesota
$1.35M +$80.1K +723 +8%
MHR
1049
Matthew Hamilton Rosenberg
$1.35M +$19.7K +178 +2%
FMTC
1050
Farmers & Merchants Trust Company
California
$1.35M -$72.9K -658 -6%
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