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Name Holding Trade Value Shares
Change 		Change in
Stake
RE
1026
RBC Europe
United Kingdom
$11.6M -$5.51M -16,589 -32%
PDN
1027
Pensionfund DSM Netherlands
Netherlands
$11.6M +$332K +1,000 +3%
AWS
1028
AJ Wealth Strategies
New York
$11.6M -$124K -373 -1%
CCM
1029
Consolidated Capital Management
California
$11.6M +$5.31K +16 +0%
RCAMU
1030
Rothschild & Co Asset Management US
Connecticut
$11.5M -$2.62M -7,905 -19%
FTDI
1031
First Trust Direct Indexing
Massachusetts
$11.5M +$55.8K +168 +0.5%
RWP
1032
RWA Wealth Partners
Massachusetts
$11.5M -$2.32K -7 -0%
CVM
1033
Cheviot Value Management
California
$11.4M -$37.2K -112 -0.3%
YWP
1034
YorkBridge Wealth Partners
New York
$11.3M -$1.37M -4,134 -11%
NL
1035
NKCFO LLC
Illinois
$11.3M – – –
LFAS
1036
Level Four Advisory Services
Texas
$11.3M +$2.55M +7,676 +30%
SBIA
1037
Sheaff Brock Investment Advisors
Indiana
$11.3M -$586K -1,764 -5%
SIA
1038
Schechter Investment Advisors
Michigan
$11.2M +$11.1M +33,433 New
NCM
1039
Novare Capital Management
North Carolina
$11.2M +$111K +333 +1%
BCM
1040
BTC Capital Management
Iowa
$11.2M +$506K +1,523 +5%
IWC
1041
Integrated Wealth Concepts
Massachusetts
$11.1M +$477K +1,436 +5%
RCM
1042
Riverpark Capital Management
New York
$11.1M +$1.59M +4,792 +17%
FFM
1043
Forager Funds Management
Australia
$11.1M +$7.98M +24,022 New
MIAN
1044
Mariner Independent Advisor Network
Kansas
$11.1M -$1.95M -5,870 -15%
BAM
1045
Belpointe Asset Management
Nevada
$11M +$610K +1,837 +6%
LWAC
1046
Laurel Wealth Advisors (California)
California
$11M +$4.6M +13,848 +73%
SWM
1047
Selective Wealth Management
Virginia
$10.9M +$2.16M +6,496 +25%
SAM
1048
Soditic Asset Management
United Kingdom
$10.9M +$896K +2,700 +9%
GJCM
1049
Grand Jean Capital Management
California
$10.9M -$2.7M -8,134 -20%
MIM
1050
Martin Investment Management
Florida
$10.9M -$537K -1,617 -5%
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