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Name Holding Trade Value Shares
Change 		Change in
Stake
TCWM
876
Total Clarity Wealth Management
Illinois
$823K +$9.4K +30 +1%
TF
877
TIAA FSB
Florida
$817K -$150K -480 -16%
SWS
878
SYSTM Wealth Solutions
Illinois
$810K +$778K +2,483 New
PCM
879
Pointe Capital Management
Michigan
$807K -$76.2K -243 -9%
LRPA
880
L. Roy Papp & Associates
Arizona
$807K -$229K -732 -23%
PA
881
PFG Advisors
Arizona
$806K -$13.2K -42 -2%
BAM
882
Belpointe Asset Management
Nevada
$799K -$26K -83 -3%
IWA
883
Icon Wealth Advisors
Texas
$798K -$127K -406 -14%
SC
884
SouthState Corp
Florida
$797K +$42K +134 +6%
SCI
885
Stableford Capital II
Arizona
$794K -$58K -185 -7%
FMLI
886
Fukoku Mutual Life Insurance
Japan
$794K – – –
LC
887
Lindbrook Capital
California
$789K +$102K +325 +16%
CIAS
888
Capital Investment Advisory Services
North Carolina
$787K -$15K -48 -2%
CT
889
Chicago Trust
Illinois
$786K +$1.57K +5 +0.2%
PNAA
890
Pictet North America Advisors
Switzerland
$774K – – –
MMPW
891
Mitchell McLeod Pugh & Williams
Alabama
$771K +$9.72K +31 +1%
CI
892
CX Institutional
Indiana
$762K +$331K +1,055 +82%
STA
893
Summit Trail Advisors
New York
$755K +$38.2K +122 +6%
FAM
894
Formidable Asset Management
Ohio
$753K +$723K +2,308 New
CPWA
895
Cerro Pacific Wealth Advisors
California
$752K -$23.8K -76 -3%
MCM
896
Monarch Capital Management
Indiana
$752K – – –
PCM
897
Parsons Capital Management
Rhode Island
$752K +$48.6K +155 +7%
EVM
898
Evelyn V. Moreno
$751K +$69K +220 +11%
AIA
899
Alera Investment Advisors
Illinois
$739K +$710K +2,265 New
TIMH
900
Tilt Investment Management Holdings
New York
$738K +$709K +2,263 New
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