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Name Holding Trade Value Shares
Change 		Change in
Stake
AG
651
Advocate Group
Minnesota
$10.9M +$822K +5,398 +8%
GAM
652
Griffin Asset Management
New York
$10.9M +$78.1K +513 +0.7%
STA
653
Summit Trail Advisors
New York
$10.8M -$394K -2,586 -4%
FC
654
FORA Capital
Florida
$10.8M +$9.78M +64,196 +928%
BWP
655
Baldwin Wealth Partners
Massachusetts
$10.8M +$19.3K +127 +0.2%
DAS
656
Diversify Advisory Services
Utah
$10.8M +$3.6M +23,649 +57%
IC
657
Inscription Capital
Texas
$10.8M -$21.3K -140 -0.2%
PR
658
Payden & Rygel
California
$10.8M -$4.51M -29,600 -29%
CG
659
Caprock Group
Idaho
$10.8M +$196K +1,289 +2%
FA
660
Fagan Associates
New York
$10.8M -$15.7K -103 -0.1%
LWP
661
LMG Wealth Partners
Louisiana
$10.7M -$970K -6,370 -8%
AWM
662
Axxcess Wealth Management
California
$10.7M +$827K +5,430 +8%
AHC
663
Adell Harriman & Carpenter
Texas
$10.7M +$380K +2,493 +4%
RDWM
664
Red Door Wealth Management
Tennessee
$10.7M +$40.7K +267 +0.4%
WC
665
Whitney & Co
New York
$10.7M +$376K +2,472 +4%
PS
666
Principal Securities
Iowa
$10.6M +$710K +4,662 +7%
LTI
667
Laffer Tengler Investments
Tennessee
$10.6M +$367K +2,408 +4%
EWA
668
Exencial Wealth Advisors
Oklahoma
$10.6M -$1.21M -7,931 -10%
FPAS
669
Focus Partners Advisor Solutions
Missouri
$10.6M -$61.4K -403 -0.6%
FMI
670
F/M Investments
District of Columbia
$10.5M -$138K -904 -1%
AAA
671
Adams Asset Advisors
Texas
$10.4M -$66.4K -436 -0.6%
BBI
672
Baxter Bros Inc
Connecticut
$10.4M -$762K -5,002 -7%
ECM
673
EagleClaw Capital Management
Massachusetts
$10.4M -$45.7K -300 -0.4%
LOPW
674
Live Oak Private Wealth
North Carolina
$10.4M -$15.7K -103 -0.2%
GC
675
Grimes & Company
Massachusetts
$10.4M -$239K -1,568 -2%
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