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Name Holding Trade Value Shares
Change 		Change in
Stake
EPW
676
Elevated Private Wealth
Wisconsin
$2.07M +$2.4M +6,604 New
BRWA
677
B. Riley Wealth Advisors
Florida
$2.07M +$47.6K +131 +2%
MIA
678
MMBG Investment Advisors
Florida
$2.05M -$610K -1,680 -20%
SIG
679
Sargent Investment Group
Maryland
$2.04M +$29.8K +82 +1%
FISPB
680
Fideuram - Intesa Sanpaolo Private Banking
$2.02M -$3.03M -8,331 -56%
MCM
681
Monument Capital Management
Virginia
$2.02M +$144K +395 +7%
WCA
682
Westover Capital Advisors
Delaware
$2.02M -$12.7K -35 -0.5%
WSFS
683
Wilmington Savings Fund Society
Delaware
$2.01M -$113K -311 -5%
AWM
684
Apollon Wealth Management
South Carolina
$2.01M +$445K +1,225 +24%
SW
685
SteelPeak Wealth
California
$2.01M +$144K +396 +7%
RMSCM
686
R.M. Sincerbeaux Capital Management
New York
$2M – – –
WPP
687
Whalerock Point Partners
Rhode Island
$2M +$1.45M +4,000 +167%
HCM
688
Howard Capital Management
Georgia
$2M +$381K +1,049 +20%
PWP
689
Precedent Wealth Partners
Texas
$1.99M +$194K +534 +9%
CCM
690
Coldstream Capital Management
Washington
$1.97M +$81K +223 +4%
LCM
691
Landscape Capital Management
New Jersey
$1.95M +$2.26M +6,227 New
MYAM
692
Meiji Yasuda Asset Management
Japan
$1.94M -$2.64M -7,262 -54%
PFPG
693
Pinnacle Financial Partners (Georgia)
Georgia
$1.94M -$387K -1,065 -15%
ECM
694
Everence Capital Management
Indiana
$1.93M – – –
PFM
695
Patton Fund Management
Texas
$1.93M +$1.94M +5,344 +658%
IA
696
Integrity Alliance
Iowa
$1.92M +$33.8K +93 +2%
PFS
697
Physicians Financial Services
North Carolina
$1.92M – – –
WG
698
Wealth Group
North Carolina
$1.92M +$1.76M +4,834 +369%
TS
699
Triglav Skladi
Slovenia
$1.91M +$94.8K +261 +4%
S
700
SimplyRich
California
$1.91M – – –
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