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Name Holding Trade Value Shares
Change 		Change in
Stake
VT
701
Vise Technologies
New York
$2.17M – – –
CCM
702
Coldstream Capital Management
Washington
$2.16M +$446K +1,284 +27%
EWA
703
EverSource Wealth Advisors
Alabama
$2.16M +$313K +903 +18%
PCIA
704
Prime Capital Investment Advisors
Kansas
$2.16M -$59.7K -172 -3%
IA
705
Integrity Alliance
Iowa
$2.16M +$185K +533 +10%
MCM
706
Monument Capital Management
Virginia
$2.15M +$2.1M +6,049 New
SAA
707
Southeast Asset Advisors
Georgia
$2.15M +$1.74K +5 +0.1%
PWM
708
Perigon Wealth Management
California
$2.14M -$101K -291 -5%
SW
709
SteelPeak Wealth
California
$2.14M -$476K -1,370 -19%
PAM
710
Paradigm Asset Management
New York
$2.14M – – –
MSA
711
MUFG Securities Americas
New York
$2.13M +$47.2K +136 +2%
BRWA
712
B. Riley Wealth Advisors
Florida
$2.13M -$362K -1,042 -14%
APW
713
Alliance Private Wealth
Massachusetts
$2.12M +$33.7K +97 +2%
SC
714
Syon Capital
California
$2.12M – – –
ZIG
715
Zullo Investment Group
Pennsylvania
$2.12M +$46.9K +135 +2%
SAM
716
Securian Asset Management
Minnesota
$2.1M – – –
TCM
717
Twin Capital Management
Pennsylvania
$2.09M +$1.37M +3,955 +206%
PI
718
PineBridge Investments
New York
$2.09M +$2.04M +5,868 New
CTC
719
Central Trust Company
Missouri
$2.09M +$273K +786 +15%
TS
720
Triglav Skladi
Slovenia
$2.08M +$49.3K +142 +2%
FFA
721
Farther Finance Advisors
California
$2.08M +$354K +1,020 +21%
AC
722
Apella Capital
Connecticut
$2.08M +$88.2K +254 +5%
PWP
723
Precedent Wealth Partners
Texas
$2.07M +$98.2K +283 +5%
SCP
724
Sivia Capital Partners
California
$2.06M +$98.2K +283 +5%
GI
725
GAMMA Investing
California
$2.06M +$403K +1,161 +25%
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