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Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
1201
One Capital Management
California
$5.82M -$154K -275 -3%
ACP
1202
Aviance Capital Partners
Florida
$5.81M -$154K -276 -3%
JWM
1203
Jupiter Wealth Management
Colorado
$5.8M +$475K +850 +8%
SDP
1204
Sentinel Dome Partners
California
$5.79M +$5.67M +10,150 New
TCM
1205
Twin Capital Management
Pennsylvania
$5.76M +$1.64M +2,935 +41%
PCM
1206
Princeton Capital Management
New Jersey
$5.76M -$43.6K -78 -0.8%
FMWA
1207
Forvis Mazars Wealth Advisors
Missouri
$5.73M -$143K -256 -2%
GIA
1208
Gladstone Institutional Advisory
Florida
$5.72M -$685K -1,225 -11%
HP
1209
Hikari Power
Japan
$5.71M – – –
WC
1210
Winmill & Co
New Hampshire
$5.71M – – –
FCM
1211
Fourpath Capital Management
Oklahoma
$5.7M -$48.6K -87 -0.9%
CPC
1212
Consolidated Planning Corp
Georgia
$5.69M +$646K +1,155 +13%
NRC
1213
New Republic Capital
North Carolina
$5.69M +$4.59M +8,209 +469%
AG
1214
AlTi Global
New York
$5.67M -$95.6K -171 -2%
DWM
1215
Dynasty Wealth Management
Florida
$5.67M +$314K +562 +6%
PWCM
1216
Processus Wealth & Capital Management
Tennessee
$5.65M +$179K +320 +3%
JRP
1217
Jasper Ridge Partners
California
$5.64M – – –
MCA
1218
Martin Capital Advisors
Texas
$5.64M +$28K +50 +0.5%
HI
1219
Harbour Investments
Wisconsin
$5.61M -$49.8K -89 -0.9%
AIM
1220
Anchor Investment Management
South Carolina
$5.61M +$119K +212 +2%
AWM
1221
Avior Wealth Management
Nebraska
$5.61M -$160K -286 -3%
LAM
1222
LOM Asset Management
$5.58M -$12.3K -22 -0.2%
LWL
1223
Leo Wealth LLC
Texas
$5.58M +$4.22M +7,552 +351%
RWM
1224
Rockline Wealth Management
New York
$5.57M +$145K +259 +3%
KHCM
1225
Kirtland Hills Capital Management
Ohio
$5.55M +$194K +347 +4%
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