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Name Holding Trade Value Shares
Change 		Change in
Stake
FVCM
1126
F&V Capital Management
Florida
$812K -$189 -2 -0%
AWM
1127
Angeles Wealth Management
California
$811K +$18K +190 +2%
SWA
1128
Strategies Wealth Advisors
Michigan
$811K +$207K +2,193 +34%
4WM
1129
49 Wealth Management
Texas
$809K -$113K -1,191 -12%
AA
1130
Armis Advisers
Georgia
$807K +$2.84K +30 +0.3%
MP
1131
McDonald Partners
Ohio
$803K -$1.11M -11,702 -58%
MCM
1132
Moore Capital Management
New York
$802K +$802K +8,478 New
PCM
1133
Prelude Capital Management
New York
$801K -$6.81K -72 -0.8%
MG
1134
Marex Group
$800K +$799K +8,455 New
EFMC
1135
Empire Financial Management Company
New York
$797K – – –
KIA
1136
KCM Investment Advisors
California
$796K +$34.3K +363 +5%
CA
1137
Callahan Advisors
Texas
$796K +$189 +2 +0%
CAMG
1138
CWA Asset Management Group
Florida
$795K +$121K +1,283 +18%
HFM
1139
Hartford Funds Management
Pennsylvania
$794K -$659K -6,969 -45%
ANBT
1140
American National Bank & Trust
Texas
$791K +$329K +3,485 +72%
PWM
1141
Pines Wealth Management
North Carolina
$790K +$20.3K +215 +3%
1IA
1142
1834 Investment Advisors
Wisconsin
$788K +$40.5K +428 +5%
AEPWM
1143
Atlantic Edge Private Wealth Management
Florida
$785K +$567 +6 +0.1%
MA
1144
MONECO Advisors
Connecticut
$785K +$67K +709 +9%
FIB
1145
First Interstate Bank
Montana
$785K +$785K +8,298 New
TW
1146
TritonPoint Wealth
Maryland
$784K -$3.59K -38 -0.5%
TWM
1147
Trueblood Wealth Management
Ohio
$784K – – –
AG
1148
AlTi Global
New York
$783K -$61.5K -651 -7%
SA
1149
SAM Advisors
California
$783K – – –
BMC
1150
Beaton Management Company
Massachusetts
$777K -$10.3K -109 -1%
44 45
46
47 48