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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1051
Scissortail Wealth Management
Oklahoma
$5.89M +$179K +550 +3%
MMC
1052
Mizuho Markets Cayman
Cayman Islands
$5.89M +$1.52M +4,677 +39%
AI
1053
Atom Investors
Texas
$5.88M +$5.43M +16,683 New
TP
1054
TritonPoint Partners
Maryland
$5.88M +$3.48M +10,687 +179%
JIC
1055
Joel Isaacson & Co
New York
$5.86M +$43.9K +135 +0.8%
BSA
1056
Bull Street Advisors
Georgia
$5.83M -$99.2K -305 -2%
BAM
1057
Belpointe Asset Management
Nevada
$5.81M +$1.18M +3,617 +28%
CBB
1058
Citizens Business Bank
California
$5.81M +$412K +1,266 +8%
AAIM
1059
Asset Advisors Investment Management
Georgia
$5.8M -$164K -505 -3%
PFA
1060
Pure Financial Advisors
California
$5.8M +$212K +653 +4%
CAM
1061
Councilmark Asset Management
Tennessee
$5.8M +$11.4K +35 +0.2%
GIA
1062
Gladstone Institutional Advisory
Florida
$5.78M +$96.6K +297 +2%
NHT
1063
New Hampshire Trust
New Hampshire
$5.74M -$160K -492 -3%
CWMK
1064
Caliber Wealth Management (Kansas)
Kansas
$5.73M +$339K +1,042 +7%
WB
1065
Webster Bank
Connecticut
$5.73M -$291K -895 -5%
GWMR
1066
GC Wealth Management RIA
Massachusetts
$5.72M -$935K -2,874 -15%
IWA
1067
Icon Wealth Advisors
Texas
$5.71M +$624K +1,919 +13%
AG
1068
AlTi Global
New York
$5.7M -$48.5K -149 -0.9%
M
1069
MOTCO
Texas
$5.67M +$25.4K +78 +0.5%
PCG
1070
PFC Capital Group
California
$5.66M -$273K -838 -5%
UF
1071
Univest Financial
Pennsylvania
$5.65M -$378K -1,163 -7%
CK
1072
Cohen Klingenstein
New York
$5.64M – – –
SFO
1073
Stokes Family Office
Louisiana
$5.64M -$626K -1,924 -11%
CPW
1074
Cove Private Wealth
New York
$5.64M +$622K +1,911 +14%
BEC
1075
Blue Edge Capital
Virginia
$5.62M -$20.2K -62 -0.4%
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