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Name Holding Trade Value Shares
Change 		Change in
Stake
PWAM
1101
Pinnacle West Asset Management
Wyoming
$1.03M -$11.9K -100 -1%
FFA
1102
Fi3 Financial Advisors
Indiana
$1.02M -$259K -2,188 -81%
NHC
1103
Nicholas Hoffman & Company
Georgia
$1.02M +$1.3K +11 +0.1%
BRWA
1104
B. Riley Wealth Advisors
Florida
$1.02M +$99.2K +837 +9%
PWM
1105
Perigon Wealth Management
California
$1.02M +$200K +1,689 +21%
IAMOG
1106
Investors Asset Management of Georgia
Georgia
$1.02M -$290K -2,450 -20%
TNB
1107
Thomasville National Bank
Georgia
$1.01M +$1.16M +9,746 New
AU
1108
AlphaGrep UK
$1.01M +$917K +7,738 +387%
NWAG
1109
Net Worth Advisory Group
Utah
$1.01M -$46.1K -389 -4%
SEIA
1110
Signature Estate & Investment Advisors
California
$1M -$21.6K -182 -2%
AFG
1111
Allegheny Financial Group
Pennsylvania
$1M -$21.3K -180 -2%
BAM
1112
Byrne Asset Management
New Jersey
$998K -$85.8K -724 -7%
WIS
1113
Wright Investors Service
Connecticut
$997K -$19.1K -161 -2%
BIAS
1114
Beacon Investment Advisory Services
New Jersey
$997K +$43K +363 +4%
AG
1115
AlTi Global
New York
$995K +$137K +1,159 +14%
MK
1116
MASTERINVEST Kapitalanlage
$995K -$45.6K -385 -4%
SWM
1117
Segment Wealth Management
Texas
$993K -$5.93K -50 -0.5%
I
1118
INVST
Indiana
$990K -$35.3K -298 -3%
KIM
1119
Kestra Investment Management
Texas
$988K -$16.4K -138 -1%
BFO
1120
Boston Family Office
Massachusetts
$984K -$15.4K -130 -1%
AEPWM
1121
Atlantic Edge Private Wealth Management
Florida
$984K +$29.3K +247 +3%
CPWM
1122
Cypress Point Wealth Management
Texas
$982K +$1.12M +9,449 New
MSWM
1123
McGlone Suttner Wealth Management
Wisconsin
$982K +$49.3K +416 +5%
MW
1124
Marble Wealth
Alabama
$980K +$8.18K +69 +0.7%
RC
1125
Rexford Capital
Texas
$980K -$8.3K -70 -0.7%
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