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Name Holding Trade Value Shares
Change 		Change in
Stake
BHWM
826
Bar Harbor Wealth Management
New Hampshire
$6.58M +$842K +2,444 +13%
BFG
827
Berger Financial Group
Minnesota
$6.56M -$538K -1,561 -7%
LG
828
Leuthold Group
Minnesota
$6.54M -$213K -618 -3%
ZDA
829
Zweig-DiMenna Associates
New York
$6.5M -$2.55M -7,400 -26%
VAS
830
Vestmark Advisory Solutions
Massachusetts
$6.49M +$1.82M +5,281 +35%
USCWA
831
U.S. Capital Wealth Advisors
Texas
$6.45M -$312K -906 -4%
YWP
832
YorkBridge Wealth Partners
New York
$6.45M +$66.1K +192 +0.9%
CC
833
Codex Capital
New York
$6.42M +$1.1M +3,200 +18%
RCWM
834
Royal Capital Wealth Management
Indiana
$6.41M +$13.4K +39 +0.2%
FCBT
835
First Citizens Bank & Trust
North Carolina
$6.39M +$15.5K +45 +0.2%
PIM
836
Progressive Investment Management
Oregon
$6.36M +$155K +451 +2%
KPWS
837
Kestra Private Wealth Services
Texas
$6.34M -$203K -590 -3%
NA
838
Nottingham Advisors
New York
$6.33M +$689 +2 +0%
AG
839
AIA Group
Hong Kong
$6.32M +$1.25M +3,630 +22%
BC
840
Blackhill Capital
New Jersey
$6.31M – – –
BRCM
841
Bright Rock Capital Management
Massachusetts
$6.31M – – –
MCM
842
Maytus Capital Management
New York
$6.31M – – –
ECU
843
Eisler Capital (UK)
United Kingdom
$6.29M +$6.87M +19,935 New
TF
844
Tompkins Financial
New York
$6.29M +$104K +303 +2%
ECM
845
ExodusPoint Capital Management
New York
$6.2M +$3.05M +8,849 +82%
IWP
846
Icon Wealth Partners
Texas
$6.12M +$384K +1,116 +6%
SAM
847
Security Asset Management
New York
$6.12M -$583K -1,694 -8%
SW
848
SVB Wealth
Massachusetts
$6.08M -$439K -1,276 -6%
NIM
849
Northeast Investment Management
Massachusetts
$6.08M +$19.6K +57 +0.3%
BFPW
850
BOK Financial Private Wealth
Colorado
$6.03M -$1.53M -4,437 -19%
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