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Name Holding Trade Value Shares
Change 		Change in
Stake
IAMOG
1101
Investors Asset Management of Georgia
Georgia
$1.02M -$290K -2,450 -20%
TNB
1102
Thomasville National Bank
Georgia
$1.01M +$1.16M +9,746 New
AU
1103
AlphaGrep UK
$1.01M +$917K +7,738 +387%
NWAG
1104
Net Worth Advisory Group
Utah
$1.01M -$46.1K -389 -4%
SEIA
1105
Signature Estate & Investment Advisors
California
$1M -$21.6K -182 -2%
AFG
1106
Allegheny Financial Group
Pennsylvania
$1M -$21.3K -180 -2%
BAM
1107
Byrne Asset Management
New Jersey
$998K -$85.8K -724 -7%
WIS
1108
Wright Investors Service
Connecticut
$997K -$19.1K -161 -2%
BIAS
1109
Beacon Investment Advisory Services
New Jersey
$997K +$43K +363 +4%
AG
1110
AlTi Global
New York
$995K +$137K +1,159 +14%
MK
1111
MASTERINVEST Kapitalanlage
$995K -$45.6K -385 -4%
SWM
1112
Segment Wealth Management
Texas
$993K -$5.93K -50 -0.5%
I
1113
INVST
Indiana
$990K -$35.3K -298 -3%
KIM
1114
Kestra Investment Management
Texas
$988K -$16.4K -138 -1%
BFO
1115
Boston Family Office
Massachusetts
$984K -$15.4K -130 -1%
AEPWM
1116
Atlantic Edge Private Wealth Management
Florida
$984K +$29.3K +247 +3%
CPWM
1117
Cypress Point Wealth Management
Texas
$982K +$1.12M +9,449 New
MSWM
1118
McGlone Suttner Wealth Management
Wisconsin
$982K +$49.3K +416 +5%
MW
1119
Marble Wealth
Alabama
$980K +$8.18K +69 +0.7%
RC
1120
Rexford Capital
Texas
$980K -$8.3K -70 -0.7%
GI
1121
GS Investments
Minnesota
$975K -$356 -3 -0%
LWMM
1122
Legacy Wealth Management (Mississippi)
Mississippi
$968K -$104K -875 -9%
RCM
1123
Radnor Capital Management
Pennsylvania
$968K -$65.2K -550 -6%
SCM
1124
SCS Capital Management
Massachusetts
$965K -$304K -2,561 -22%
HA
1125
Harbor Advisors
Florida
$964K – – –
43 44
45
46 47