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Name Holding Trade Value Shares
Change 		Change in
Stake
PWC
1051
PYA Waltman Capital
Tennessee
$5.93M +$1.71M +5,241 +45%
ELI
1052
Empire Life Investments
Ontario, Canada
$5.92M -$125K -385 -2%
CAM
1053
Cypress Asset Management
Texas
$5.92M -$17.2K -53 -0.3%
S
1054
SimplyRich
California
$5.89M -$73.8K -227 -1%
BIG
1055
Builder Investment Group
Georgia
$5.89M +$976 +3 +0%
SWM
1056
Scissortail Wealth Management
Oklahoma
$5.89M +$179K +550 +3%
MMC
1057
Mizuho Markets Cayman
Cayman Islands
$5.89M +$1.52M +4,677 +39%
AI
1058
Atom Investors
Texas
$5.88M +$5.43M +16,683 New
TP
1059
TritonPoint Partners
Maryland
$5.88M +$3.48M +10,687 +179%
JIC
1060
Joel Isaacson & Co
New York
$5.86M +$43.9K +135 +0.8%
BSA
1061
Bull Street Advisors
Georgia
$5.83M -$99.2K -305 -2%
BAM
1062
Belpointe Asset Management
Nevada
$5.81M +$1.18M +3,617 +28%
CBB
1063
Citizens Business Bank
California
$5.81M +$412K +1,266 +8%
AAIM
1064
Asset Advisors Investment Management
Georgia
$5.8M -$164K -505 -3%
PFA
1065
Pure Financial Advisors
California
$5.8M +$212K +653 +4%
CAM
1066
Councilmark Asset Management
Tennessee
$5.8M +$11.4K +35 +0.2%
GIA
1067
Gladstone Institutional Advisory
Florida
$5.78M +$96.6K +297 +2%
NHT
1068
New Hampshire Trust
New Hampshire
$5.74M -$160K -492 -3%
CWMK
1069
Caliber Wealth Management (Kansas)
Kansas
$5.73M +$339K +1,042 +7%
WB
1070
Webster Bank
Connecticut
$5.73M -$291K -895 -5%
GWMR
1071
GC Wealth Management RIA
Massachusetts
$5.72M -$935K -2,874 -15%
IWA
1072
Icon Wealth Advisors
Texas
$5.71M +$624K +1,919 +13%
AG
1073
AlTi Global
New York
$5.7M -$48.5K -149 -0.9%
M
1074
MOTCO
Texas
$5.67M +$25.4K +78 +0.5%
PCG
1075
PFC Capital Group
California
$5.66M -$273K -838 -5%
41 42
43
44 45