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Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
1076
Lyell Wealth Management
California
$4.04M -$2.58M -18,277 -39%
CPA
1077
Capital Planning Advisors
California
$4.03M -$116K -820 -3%
ACM
1078
Alpha Capital Management
Texas
$4.03M +$169K +1,200 +4%
CIA
1079
Choate Investment Advisors
Massachusetts
$4.02M -$545K -3,866 -12%
CAAS
1080
Capital Asset Advisory Services
Michigan
$4.02M +$128K +909 +3%
JSW
1081
Journey Strategic Wealth
New Jersey
$4.01M +$775K +5,499 +24%
TA
1082
TruWealth Advisors
Louisiana
$4.01M -$12M -84,968 -75%
PFA
1083
Pathway Financial Advisers
Indiana
$4M +$49.8K +353 +1%
EI
1084
Ethic Inc
New York
$3.99M -$20.7K -147 -0.5%
AWM
1085
Accurate Wealth Management
Florida
$3.99M +$168K +1,193 +5%
AC
1086
Aldebaran Capital
Indiana
$3.99M -$54.3K -385 -1%
HL
1087
HeadInvest LLC
Maine
$3.99M -$742K -5,266 -16%
SFO
1088
Stenger Family Office
Illinois
$3.98M +$3.65M +25,904 New
CIG
1089
Consolidated Investment Group
Colorado
$3.97M -$2.82K -20 -0.1%
MCM
1090
Mill Capital Management
North Carolina
$3.97M – – –
KA
1091
KLCM Advisors
Wisconsin
$3.96M -$13.1K -93 -0.3%
SN
1092
Sittner & Nelson
Oregon
$3.96M -$2.82K -20 -0.1%
AWM
1093
Allen Wealth Management
North Carolina
$3.96M -$28.8K -204 -0.7%
MASUI
1094
MIRAE ASSET SECURITIES (USA) INC.
New York
$3.95M +$3.89M +27,571 New
GI
1095
GAMMA Investing
California
$3.92M -$700K -4,964 -15%
NAM
1096
NTV Asset Management
West Virginia
$3.91M -$25.5K -181 -0.7%
BFA
1097
Bill Few Associates
Pennsylvania
$3.9M -$59.5K -422 -2%
HI
1098
Harbour Investments
Wisconsin
$3.9M +$113K +803 +3%
MCB
1099
Morton Community Bank
Illinois
$3.89M +$147K +1,045 +4%
GP
1100
Greenline Partners
New York
$3.88M +$59.2K +420 +2%
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