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Name Holding Trade Value Shares
Change 		Change in
Stake
PCG
1001
PFC Capital Group
California
$6.9M -$85.9K -235 -1%
BSA
1002
Bull Street Advisors
Georgia
$6.9M -$49.7K -136 -0.8%
BW
1003
BIP Wealth
Georgia
$6.89M +$427K +1,168 +7%
PCG
1004
Prosperity Consulting Group
Maryland
$6.84M +$4.72M +12,907 +262%
RCM
1005
Ravenstone Capital Management
$6.84M +$95K +260 +1%
ADL
1006
Asset Dedication LLC
California
$6.83M -$39.8K -109 -0.6%
AWM
1007
Affinity Wealth Management
Delaware
$6.83M +$23.7K +65 +0.4%
TFA
1008
Transamerica Financial Advisors
Florida
$6.82M +$4.43M +12,138 +215%
SEEDPG
1009
S.E.E.D. Planning Group
New York
$6.82M -$381K -1,043 -6%
FHB
1010
First Hawaiian Bank
Hawaii
$6.81M +$495K +1,355 +8%
AC
1011
Addenda Capital
Quebec, Canada
$6.8M -$18.3K -50 -0.3%
CRB
1012
Chad R. Baker
$6.76M +$25.6K +70 +0.4%
CPA
1013
Court Place Advisors
Maryland
$6.75M -$914K -2,502 -12%
BIG
1014
Builder Investment Group
Georgia
$6.74M +$1.83K +5 +0%
CIG
1015
Cullen Investment Group
Louisiana
$6.74M +$332K +909 +5%
BB
1016
Berkshire Bank
Massachusetts
$6.73M -$602K -1,649 -9%
GF
1017
Gabelli Funds
New York
$6.73M – – –
CFS
1018
CRA Financial Services
New Jersey
$6.72M -$11.7K -32 -0.2%
AG
1019
AlTi Global
New York
$6.71M +$3.54M +9,676 +124%
ECML
1020
Eagle Capital Management (Louisiana)
Louisiana
$6.71M -$7.31K -20 -0.1%
AWA
1021
Arkadios Wealth Advisors
Georgia
$6.69M -$1.89M -5,178 -23%
ECM
1022
Exchange Capital Management
Michigan
$6.68M -$85.5K -234 -1%
CW
1023
CreativeOne Wealth
Kansas
$6.64M +$1.06M +2,889 +20%
HI
1024
Harbour Investments
Wisconsin
$6.62M +$265K +726 +4%
AIM
1025
Allen Investment Management
New York
$6.56M -$54.8K -150 -0.9%
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