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Name Holding Trade Value Shares
Change 		Change in
Stake
FRA
1051
Frank Rimerman Advisors
California
$7.35M +$122K +224 +2%
SCP
1052
Shorepoint Capital Partners
Massachusetts
$7.34M -$115K -212 -2%
GCM
1053
Gibraltar Capital Management
Oklahoma
$7.33M -$1.03M -1,896 -12%
EB
1054
Eastern Bank
Massachusetts
$7.33M -$946K -1,738 -12%
CG
1055
CFO4Life Group
Texas
$7.3M +$44.1K +81 +0.6%
GP
1056
Geneva Partners
Wisconsin
$7.29M +$185K +339 +3%
DWM
1057
Dakota Wealth Management
Florida
$7.29M +$282K +518 +4%
WA
1058
Waverly Advisors
Alabama
$7.29M +$4.15M +7,617 +134%
HZ
1059
Hixon Zuercher
Ohio
$7.25M +$51.2K +94 +0.7%
GLA
1060
Good Life Advisors
Pennsylvania
$7.23M +$600K +1,102 +9%
AFG
1061
Atomi Financial Group
New York
$7.22M +$869K +1,597 +14%
CFO
1062
Callan Family Office
Pennsylvania
$7.21M -$1.99M -3,663 -22%
LMIM
1063
Lockheed Martin Investment Management
Maryland
$7.19M -$169K -310 -2%
LIM
1064
Leavell Investment Management
Alabama
$7.17M +$51.7K +95 +0.7%
SSA
1065
South Street Advisors
New York
$7.17M +$29.4K +54 +0.4%
NLGIA
1066
Nippon Life Global Investors Americas
New York
$7.13M -$26.8M -49,290 -79%
EWM
1067
Elite Wealth Management
Washington
$7.13M -$267K -490 -4%
TFS
1068
Thoroughbred Financial Services
Tennessee
$7.12M -$21.2K -39 -0.3%
MG
1069
McHugh Group
Ohio
$7.06M – – –
CI
1070
Conning Inc
Connecticut
$7.06M -$1.03M -1,884 -13%
IWA
1071
Icon Wealth Advisors
Texas
$7.04M +$19.1K +35 +0.3%
WWA
1072
WCG Wealth Advisors
Nevada
$7.03M -$216K -397 -3%
SBFM
1073
S-Bank Fund Management
Finland
$7.02M +$6.97M +12,800 New
PFPT
1074
Pinnacle Financial Partners (Tennessee)
Tennessee
$7.01M +$245K +450 +4%
KCM
1075
Kennedy Capital Management
Missouri
$6.98M -$758K -1,393 -10%
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