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Name Holding Trade Value Shares
Change 		Change in
Stake
PNAA
776
Pictet North America Advisors
Switzerland
$2.4M +$4.4K +10 +0.2%
FRA
777
Frank Rimerman Advisors
California
$2.4M +$2.4M +5,445 +30,250%
LF
778
Lantz Financial
Illinois
$2.38M -$66K -150 -3%
FDS
779
Freedom Day Solutions
Texas
$2.34M +$124K +281 +6%
HCMT
780
Highland Capital Management (Tennessee)
Tennessee
$2.33M -$88K -200 -4%
AWM
781
Avitas Wealth Management
California
$2.33M +$8.36K +19 +0.4%
HIC
782
Hartline Investment Corp
Illinois
$2.33M +$2.33M +5,304 New
KNW
783
Kesler Norman & Wride
Utah
$2.32M -$334K -760 -13%
WJWM
784
Williams Jones Wealth Management
New York
$2.32M -$55K -125 -2%
CW
785
Channel Wealth
California
$2.3M +$224K +508 +11%
JWM
786
Jackson Wealth Management
Florida
$2.29M -$1.68M -3,808 -42%
BWP
787
BSW Wealth Partners
Colorado
$2.27M +$6.16K +14 +0.3%
WF
788
WoodTrust Financial
Wisconsin
$2.27M -$180K -408 -7%
BWM
789
Buckley Wealth Management
Nevada
$2.26M -$25.5K -58 -1%
KCIC
790
Kuhn & Co Investment Counsel
Illinois
$2.25M -$2.64K -6 -0.1%
CG
791
Caprock Group
Idaho
$2.24M +$1.1M +2,502 +96%
BHIA
792
Birch Hill Investment Advisors
Massachusetts
$2.24M -$117K -265 -5%
ATPW
793
Ashton Thomas Private Wealth
Arizona
$2.23M +$5.72K +13 +0.3%
MYIA
794
Mount Yale Investment Advisors
Colorado
$2.21M -$334K -760 -13%
RCAG
795
Rehmann Capital Advisory Group
Michigan
$2.2M +$988K +2,246 +81%
CMANY
796
Capital Management Associates (New York)
New York
$2.19M – – –
CIG
797
Consolidated Investment Group
Colorado
$2.19M +$616K +1,400 +39%
CI
798
Cigna Investments
Connecticut
$2.19M -$64.2K -146 -3%
LSAG
799
Lake Street Advisors Group
New Hampshire
$2.18M -$97.7K -222 -4%
AWMT
800
AAFMAA Wealth Management & Trust
North Carolina
$2.17M +$55K +125 +3%
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