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Name Holding Trade Value Shares
Change 		Change in
Stake
SW
626
SVB Wealth
Massachusetts
$817K -$1.92K -18 -0.2%
CCM
627
Capstone Capital Management
$816K +$779K +7,305 New
TCCM
628
Timber Creek Capital Management
Massachusetts
$816K – – –
CWM
629
CCG Wealth Management
California
$815K +$2.88K +27 +0.4%
GIM
630
Generali Investments Management
Slovenia
$801K -$133K -1,249 -15%
AI
631
Atom Investors
Texas
$797K -$3.48M -32,581 -82%
IWC
632
Integrated Wealth Concepts
Massachusetts
$790K +$32.4K +304 +4%
DOA
633
D'Orazio & Associates
Virginia
$783K +$11.3K +106 +2%
FMI
634
Frec Markets Inc
California
$783K +$299K +2,803 +67%
BCV
635
Banque Cantonale Vaudoise
Switzerland
$783K -$1.43M -13,363 -66%
MMPW
636
Mitchell McLeod Pugh & Williams
Alabama
$781K -$31.9K -299 -4%
VCM
637
Versant Capital Management
Arizona
$774K +$95.8K +898 +15%
FFG
638
Fortem Financial Group
California
$772K -$1.39K -13 -0.2%
VFA
639
Valeo Financial Advisors
Indiana
$769K +$217K +2,031 +42%
BCWM
640
Bartlett & Co Wealth Management
Ohio
$769K +$12.4K +116 +2%
GSB
641
Greenfield Savings Bank
Massachusetts
$768K -$5.87K -55 -0.8%
MWM
642
MorganRosel Wealth Management
Colorado
$768K +$733K +6,871 New
1SB
643
1ST Source Bank
Indiana
$767K -$2.45K -23 -0.3%
GM
644
GeoWealth Management
Illinois
$752K -$14.1K -132 -2%
DW30
645
Drucker Wealth 3.0
New Jersey
$751K -$15K -141 -2%
SSA
646
Schonfeld Strategic Advisors
New York
$735K -$16.1M -150,537 -96%
WFP
647
Worthington Financial Partners
Ohio
$735K +$9.6K +90 +1%
KIM
648
Kestra Investment Management
Texas
$728K -$74.8K -701 -10%
FCM
649
Fieldview Capital Management
Michigan
$728K +$149K +1,395 +27%
SL
650
Sentry LLC
Tennessee
$728K +$9.6K +90 +1%
24 25
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