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Name Holding Trade Value Shares
Change 		Change in
Stake
CTI
1001
Community Trust & Investment
Kentucky
$2.97M +$14.5K +233 +0.5%
DFCM
1002
Dark Forest Capital Management
Puerto Rico
$2.95M +$2.85M +45,733 +1,371%
TTWM
1003
TCV Trust & Wealth Management
Virginia
$2.95M +$91.1K +1,464 +3%
IGAM
1004
iA Global Asset Management
Quebec, Canada
$2.95M +$3.05M +48,972 New
PCM
1005
Parsons Capital Management
Rhode Island
$2.95M -$10.3K -165 -0.3%
ACM
1006
AlphaStar Capital Management
North Carolina
$2.94M +$46.9K +754 +2%
RWP
1007
RWA Wealth Partners
Massachusetts
$2.94M +$2M +32,084 +192%
RWA
1008
Ropes Wealth Advisors
Massachusetts
$2.93M +$393K +6,317 +15%
SLI
1009
Sumitomo Life Insurance
Japan
$2.93M -$292K -4,697 -9%
HP
1010
Hikari Power
Japan
$2.92M – – –
GVAG
1011
Great Valley Advisor Group
Delaware
$2.89M -$736K -11,828 -20%
BFO
1012
Boston Family Office
Massachusetts
$2.89M +$144K +2,307 +5%
JIP
1013
Jaffetilchin Investment Partners
Florida
$2.88M +$124K +1,986 +4%
SCP
1014
Stamos Capital Partners
California
$2.88M -$126K -2,020 -4%
MMHP
1015
Murphy Middleton Hinkle & Parker
Georgia
$2.88M -$67.2K -1,080 -2%
CI
1016
Cigna Investments
Connecticut
$2.86M -$13.5K -217 -0.5%
MC
1017
Mathes Company
New York
$2.86M +$2.96M +47,519 New
TF
1018
Tompkins Financial
New York
$2.85M -$23.4K -376 -0.8%
CAL
1019
Capital Analysts LLC
Pennsylvania
$2.85M +$99.7K +1,602 +4%
DWM
1020
Dakota Wealth Management
Florida
$2.84M +$1.89M +30,423 +181%
PC
1021
Permanens Capital
New York
$2.84M +$2.91M +46,850 New
MOS
1022
MGO One Seven
Ohio
$2.83M -$460K -7,396 -14%
TSS
1023
Two Sigma Securities
New York
$2.82M +$2.19M +35,122 +298%
CWM
1024
C2C Wealth Management
Arizona
$2.82M – – –
FMWA
1025
Forvis Mazars Wealth Advisors
Missouri
$2.82M +$799K +12,847 +38%
39 40
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