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Name Holding Trade Value Shares
Change 		Change in
Stake
CIM
1726
Chapman Investment Management
California
$741K +$100K +1,003 +16%
IGGA
1727
Iron Gate Global Advisors
Utah
$741K +$406K +4,066 +126%
TNB
1728
Thomasville National Bank
Georgia
$740K -$276K -2,770 -28%
EGA
1729
E&G Advisors
Texas
$740K +$727K +7,293 New
CWP
1730
Curated Wealth Partners
California
$738K +$19.1K +191 +3%
AFM
1731
Abbot Financial Management
Massachusetts
$737K -$29.9K -300 -4%
EWM
1732
Endurance Wealth Management
Rhode Island
$736K +$100 +1 +0%
CCM
1733
Chickasaw Capital Management
Tennessee
$734K -$34.9K -350 -5%
DE
1734
Day & Ennis
Georgia
$734K -$8.68K -87 -1%
RIG
1735
Roosevelt Investment Group
New York
$731K -$1.9K -19 -0.3%
RSC
1736
Red Spruce Capital
Pennsylvania
$731K +$14K +140 +2%
CPA
1737
Clear Perspective Advisors
Illinois
$731K +$22.4K +225 +3%
JC
1738
JB Capital
Connecticut
$730K +$717K +7,192 New
SF
1739
Summit Financial
New Jersey
$728K +$421K +4,223 +143%
RSWM
1740
Robertson Stephens Wealth Management
California
$726K -$31.6K -317 -4%
WPA
1741
Winning Points Advisors
Florida
$721K +$131K +1,310 +23%
DW
1742
Domani Wealth
Pennsylvania
$720K -$16.4K -164 -2%
FA
1743
Fermata Advisors
California
$720K +$124K +1,242 +21%
TA
1744
TrueWealth Advisors
Alabama
$717K -$37.1K -372 -5%
HCP
1745
Hexagon Capital Partners
Arkansas
$717K +$27.4K +275 +4%
AIM
1746
Arcadia Investment Management
Michigan
$717K +$244K +2,443 +53%
VCS
1747
Vaughan & Co Securities
New Jersey
$712K – – –
LCM
1748
LCM Capital Management
Illinois
$711K -$33K -331 -5%
IWA
1749
Intercontinental Wealth Advisors
Texas
$711K +$122K +1,221 +21%
WFA
1750
WestHill Financial Advisors
California
$711K +$699K +7,007 New
68 69
70
71 72