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Name Holding Trade Value Shares
Change 		Change in
Stake
MRCM
1026
M&R Capital Management
New Jersey
$1.09M +$146K +320 +16%
MCM
1027
Monarch Capital Management
Indiana
$1.09M – – –
CA
1028
Continuum Advisory
Idaho
$1.09M +$84.9K +186 +8%
LRPA
1029
L. Roy Papp & Associates
Arizona
$1.09M – – –
CWA
1030
Consilium Wealth Advisory
Texas
$1.08M +$23.7K +52 +2%
SC
1031
SouthState Corp
Florida
$1.07M -$456 -1 -0%
RW
1032
REDW Wealth
New Mexico
$1.07M – – –
MFA
1033
Mayflower Financial Advisors
Massachusetts
$1.07M +$20.5K +45 +2%
FA
1034
Faithward Advisors
Pennsylvania
$1.07M -$130K -284 -11%
ACM
1035
Aster Capital Management
United Arab Emirates
$1.06M +$1.01M +2,223 New
WAAG
1036
Wealth Alliance Advisory Group
Kansas
$1.06M +$23.7K +52 +2%
TBA
1037
Tower Bridge Advisors
Pennsylvania
$1.06M -$217K -475 -18%
FTIS
1038
First Trust Investment Solutions
Florida
$1.05M -$7.3K -16 -0.7%
APIM
1039
Agate Pass Investment Management
Washington
$1.05M -$11.4K -25 -1%
MC
1040
Moors & Cabot
Massachusetts
$1.04M +$8.67K +19 +0.9%
NWMG
1041
Nicholson Wealth Management Group
South Carolina
$1.03M +$988K +2,165 New
SIA
1042
Strategic Investment Advisors
Michigan
$1.03M -$31.9K -70 -3%
NA
1043
Nottingham Advisors
New York
$1.03M – – –
VF
1044
Virtu Financial
New York
$1.02M +$979K +2,146 New
MC
1045
Machina Capital
France
$1.02M +$976K +2,140 New
S
1046
SimplyRich
California
$1.02M +$155K +339 +19%
PCM
1047
Pointe Capital Management
Michigan
$1.02M – – –
SLWA
1048
San Luis Wealth Advisors
California
$1.01M +$725K +1,590 +296%
DCM
1049
Driehaus Capital Management
Illinois
$1.01M -$6.14M -13,459 -86%
CCM
1050
Cohen Capital Management
California
$1M +$59.3K +130 +7%
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