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Name Holding Trade Value Shares
Change 		Change in
Stake
WTC
1301
WhitTier Trust Company
Nevada
$3.97M -$136K -273 -4%
ST
1302
Spinnaker Trust
Maine
$3.96M +$216K +433 +6%
SB
1303
Simmons Bank
Arkansas
$3.95M +$337K +676 +10%
SSA
1304
SSA Swiss Advisors
$3.95M +$1.22M +2,442 +46%
SLWA
1305
San Luis Wealth Advisors
California
$3.94M -$52.4K -105 -1%
GPI
1306
General Partner Inc
Pennsylvania
$3.93M -$125K -250 -3%
AT
1307
American Trust
Kentucky
$3.93M -$458K -918 -11%
MC
1308
Mathes Company
New York
$3.92M +$19.9K +40 +0.5%
CI
1309
Cigna Investments
Connecticut
$3.92M -$48.4K -97 -1%
CWM
1310
Circle Wealth Management
New Jersey
$3.92M +$427K +856 +13%
IWA
1311
Icon Wealth Advisors
Texas
$3.92M +$572K +1,147 +18%
PWCM
1312
Processus Wealth & Capital Management
Tennessee
$3.91M -$1.12M -2,242 -23%
WETS
1313
Wealth Enhancement Trust Services
South Dakota
$3.91M -$1.5M -3,009 -28%
FCP
1314
Fidelis Capital Partners
Florida
$3.9M +$466K +934 +14%
CA
1315
Cullinan Associates
Kentucky
$3.9M – – –
AWE
1316
Avidian Wealth Enterprises
Texas
$3.9M +$302K +606 +9%
GSB
1317
Greenfield Savings Bank
Massachusetts
$3.88M -$4.99K -10 -0.1%
AWA
1318
ARQ Wealth Advisors
Arizona
$3.88M -$294K -590 -7%
KCM
1319
Kendall Capital Management
Maryland
$3.88M +$287K +576 +8%
IC
1320
Inkwell Capital
Florida
$3.88M -$5.98K -12 -0.2%
SWASL
1321
Spartan Wealth Advisory Services LLC
Michigan
$3.87M -$317K -636 -8%
CIM
1322
Cambria Investment Management
California
$3.87M +$1.25M +2,499 +50%
MCM
1323
Mitchell Capital Management
Kansas
$3.86M -$150K -300 -4%
AG
1324
AlTi Global
New York
$3.86M +$103K +206 +3%
QIM
1325
Quest Investment Management
Oregon
$3.86M -$3.09M -6,189 -45%
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