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GM

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
601
Congress Wealth Management
Massachusetts
$836K +$71.4K +1,541 +9%
FTWA
602
Fifth Third Wealth Advisors
Ohio
$833K +$19.3K +416 +2%
LSA
603
Leonteq Securities AG
Switzerland
$833K +$624K +13,473 +264%
MYAM
604
Meiji Yasuda Asset Management
Japan
$827K +$1.76K +38 +0.2%
FW
605
FullCircle Wealth
Texas
$820K +$100K +2,159 +16%
JPG
606
Jordan Park Group
California
$815K +$842K +18,171 New
LI
607
LRI Investments
Florida
$814K +$505K +10,899 +337%
FFS
608
Founders Financial Securities
Maryland
$809K -$59.4K -1,281 -7%
BFG
609
Bleakley Financial Group
New Jersey
$808K +$20.8K +449 +3%
JFG
610
Jefferies Financial Group
New York
$805K +$516K +11,140 +163%
HKAM
611
Horizon Kinetics Asset Management
New York
$805K +$565K +12,193 +212%
PA
612
Parallel Advisors
California
$789K +$150K +3,230 +22%
IB
613
Intrust Bank
Kansas
$781K +$24K +517 +3%
DA
614
Denali Advisors
California
$780K -$27.8K -600 -3%
WWA
615
WCG Wealth Advisors
Nevada
$780K -$3.2K -69 -0.4%
WCM
616
Weaver Capital Management
Georgia
$777K +$180K +3,894 +29%
GVAG
617
Great Valley Advisor Group
Delaware
$774K +$87.2K +1,881 +12%
AWM
618
Accurate Wealth Management
Florida
$774K +$379K +8,175 +102%
SI
619
Stephens Inc
Arkansas
$773K -$117K -2,522 -13%
AUB
620
Atlantic Union Bankshares
Virginia
$772K -$77.5K -1,673 -9%
IAA
621
Independent Advisor Alliance
North Carolina
$771K -$109K -2,355 -12%
FNBT
622
FineMark National Bank & Trust
Florida
$766K – – –
AWM
623
Apollon Wealth Management
South Carolina
$765K -$114K -2,461 -13%
KWM
624
Kingsview Wealth Management
Oregon
$746K +$68.2K +1,471 +10%
TAM
625
Trust Asset Management
Texas
$744K -$28.1K -607 -4%
23 24
25
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