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Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
576
Trust Asset Management
Texas
$751K +$48.6K +294 +8%
PPWM
577
Paragon Private Wealth Management
Kentucky
$741K +$270K +1,632 +69%
SC
578
Sapient Capital
Indiana
$732K +$656K +3,969 New
CA
579
CoreCap Advisors
Michigan
$722K +$635K +3,839 +5,259%
FHA
580
Flagship Harbor Advisors
Massachusetts
$718K +$194K +1,171 +43%
GWM
581
Geneos Wealth Management
Colorado
$716K +$11.1K +67 +2%
TL
582
Tradewinds LLC
North Carolina
$710K -$4.49M -27,140 -97%
FA
583
Fiduciary Alliance
South Carolina
$686K +$14.5K +88 +2%
SWP
584
Sagespring Wealth Partners
Tennessee
$684K +$98.2K +594 +19%
BPW
585
Bingham Private Wealth
California
$680K +$64.6K +391 +12%
PF
586
Phoenix Financial
Israel
$671K -$64.3K -389 -10%
UOTTAIMCU
587
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$669K +$599K +3,624 New
GC
588
Gilbert & Cook
Iowa
$667K +$826 +5 +0.1%
CI
589
Cigna Investments
Connecticut
$662K +$17.2K +104 +3%
OF
590
Optimize Financial
California
$658K -$1.98K -12 -0.3%
SCS
591
Sound Capital Solutions
Florida
$658K +$589K +3,564 New
FRA
592
Frank Rimerman Advisors
California
$652K +$584K +3,535 New
LGA
593
Lebenthal Global Advisors
New York
$652K +$56.4K +341 +11%
CL
594
COWA LLC
Oklahoma
$651K +$583K +3,528 New
PCMNC
595
Piedmont Capital Management (North Carolina)
North Carolina
$640K -$992 -6 -0.2%
MGCM
596
Mane Global Capital Management
New York
$638K -$9.58M -57,958 -94%
DT
597
Diversified Trust
Tennessee
$638K +$155K +937 +37%
MFG
598
Merit Financial Group
Georgia
$637K -$627K -3,796 -52%
QI
599
Qtron Investments
Massachusetts
$636K – – –
RWP
600
RWA Wealth Partners
Massachusetts
$632K -$3.14K -19 -0.6%
22 23
24
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