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Name Holding Trade Value Shares
Change 		Change in
Stake
TA
676
Trivest Advisors
Hong Kong
$5.43M +$5.17M +10,950 New
DR
677
Davis Rea
Ontario, Canada
$5.42M +$108K +228 +2%
SW
678
StrongBox Wealth
Missouri
$5.39M -$268K -569 -5%
PA
679
Perennial Advisors
New York
$5.35M +$3.94M +8,357 +344%
COI
680
Connable Office Inc
Michigan
$5.34M -$7.55K -16 -0.1%
EW
681
Evoke Wealth
California
$5.33M -$1.04M -2,213 -17%
JIR
682
James Investment Research
Ohio
$5.28M +$167K +354 +3%
IWA
683
IBEX Wealth Advisors
New Jersey
$5.27M +$5.01M +10,621 New
TBA
684
Tower Bridge Advisors
Pennsylvania
$5.26M +$300K +636 +6%
FFA
685
Farther Finance Advisors
California
$5.24M +$1.08M +2,296 +28%
CIG
686
Consolidated Investment Group
Colorado
$5.23M +$172K +365 +4%
FAB
687
First American Bank
Illinois
$5.22M +$194K +412 +4%
VWM
688
Vertrix Wealth Management
Michigan
$5.22M +$4.97M +10,534 New
ATPW
689
Ashton Thomas Private Wealth
Arizona
$5.2M +$98.1K +208 +2%
RWA
690
Roberts Wealth Advisors
California
$5.19M +$60.9K +129 +1%
CAAS
691
Capital Asset Advisory Services
Michigan
$5.14M +$149K +316 +3%
WSCM
692
Wellington Shields Capital Management
New York
$5.14M -$6.13K -13 -0.1%
TCCM
693
Timber Creek Capital Management
Massachusetts
$5.13M +$472 +1 +0%
KA
694
Kintegral Advisory
New York
$5.08M -$215K -455 -4%
SFG
695
SevenBridge Financial Group
Pennsylvania
$5.08M +$978K +2,072 +25%
MAM
696
Morse Asset Management
Connecticut
$5.07M +$116K +245 +2%
BSL
697
Blue Sparrow LLC
Delaware
$5.06M -$10.5M -22,200 -69%
PMWMG
698
Parr McKnight Wealth Management Group
Minnesota
$5.04M -$348K -738 -7%
MWAM
699
Manhattan West Asset Management
California
$5.04M +$840K +1,780 +21%
CSP
700
Cary Street Partners
Virginia
$5.04M -$15.1K -32 -0.3%
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