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GM

Name Holding Trade Value Shares
Change 		Change in
Stake
SWMP
701
Signature Wealth Management Partners
New Jersey
$558K – – –
PI
702
PGGM Investments
Netherlands
$557K – – –
MMPW
703
Mitchell McLeod Pugh & Williams
Alabama
$556K +$444 +9 +0.1%
CPA
704
Capital Performance Advisors
California
$554K +$580K +11,776 New
JFGLC
705
Johnson Financial Group LLC (Colorado)
Colorado
$553K +$159K +3,234 +38%
MG
706
Marex Group
$553K +$99K +2,008 +21%
LFG
707
Larson Financial Group
Missouri
$552K +$306K +6,201 +112%
FLI
708
Family Legacy Inc
South Carolina
$551K -$18.5K -375 -3%
BPWM
709
Badgley Phelps Wealth Managers
Washington
$550K +$986 +20 +0.2%
TCWA
710
Turtle Creek Wealth Advisors
Texas
$550K +$14.8K +300 +3%
DO
711
denkapparat Operations
Germany
$549K +$119K +2,420 +26%
IAIM
712
International Assets Investment Management
Florida
$545K -$21.1K -429 -4%
SAM
713
Sompo Asset Management
Japan
$541K +$61.6K +1,250 +12%
CFO
714
Callan Family Office
Pennsylvania
$541K +$62K +1,258 +12%
EW
715
Evoke Wealth
California
$541K +$102K +2,073 +22%
SCP
716
Sivia Capital Partners
California
$540K +$566K +11,490 New
IWM
717
IHT Wealth Management
Illinois
$532K +$123K +2,500 +28%
HI
718
Harbour Investments
Wisconsin
$526K -$82K -1,664 -13%
AGP
719
Aspire Growth Partners
Florida
$523K +$97.3K +1,974 +21%
CCMT
720
CMT Capital Markets Trading
Germany
$522K +$547K +11,108 New
GPA
721
Guerra Pan Advisors
New Jersey
$518K -$6.55K -133 -1%
PFPT
722
Pinnacle Financial Partners (Tennessee)
Tennessee
$512K +$13.4K +272 +3%
QCM
723
Qsemble Capital Management
New York
$502K +$526K +10,683 New
AAP
724
Arax Advisory Partners
Colorado
$502K +$135K +2,745 +35%
OR
725
Olympiad Research
Connecticut
$501K +$263K +5,341 +100%
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