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Name Holding Trade Value Shares
Change 		Change in
Stake
BBWA
1401
Bell & Brown Wealth Advisors
California
$12.6M -$157K -254 -1%
MFS
1402
Mirabella Financial Services
United Kingdom
$12.6M -$26.4M -42,776 -72%
HA
1403
Huntleigh Advisors
Missouri
$12.6M +$74.2K +120 +0.7%
KF
1404
KKM Financial
Illinois
$12.6M +$1.15M +1,855 +12%
FWM
1405
FFT Wealth Management
Pennsylvania
$12.6M +$618 +1 +0%
CIC
1406
Chase Investment Counsel
Virginia
$12.5M -$1.24M -2,000 -11%
FM
1407
Freemont Management
Switzerland
$12.5M +$2.47M +4,000 +31%
UI
1408
Untitled Investments
New York
$12.5M +$545K +882 +5%
SIA
1409
SeaBridge Investment Advisors
New Jersey
$12.5M +$275K +445 +3%
AIM
1410
Aurora Investment Managers
Florida
$12.5M +$10.4M +16,891 New
TPWA
1411
Twin Peaks Wealth Advisors
California
$12.5M -$135K -219 -1%
WB
1412
Webster Bank
Connecticut
$12.5M +$421K +681 +4%
WJWM
1413
Williams Jones Wealth Management
New York
$12.4M -$3.86M -6,252 -27%
GM
1414
GeoWealth Management
Illinois
$12.3M -$720K -1,166 -7%
CWA
1415
Clarity Wealth Advisors
California
$12.3M +$1.65M +2,665 +19%
TC
1416
Triavera Capital
California
$12.3M – – –
AWA
1417
Arete Wealth Advisors
Illinois
$12.3M -$1.88M -3,035 -15%
SFM
1418
Signet Financial Management
New Jersey
$12.3M +$77.9K +126 +0.8%
PDL
1419
Portfolio Design Labs
California
$12.3M -$2.46M -3,978 -19%
NCM
1420
Next Capital Management
New York
$12.3M +$27.2K +44 +0.3%
IDP
1421
In-Depth Partners
Florida
$12.3M -$1.4M -2,266 -12%
IA
1422
Integrity Alliance
Iowa
$12.3M -$4.39M -7,112 -30%
AFCM
1423
Alta Fox Capital Management
Texas
$12.3M +$10.3M +16,600 New
HW
1424
Hedeker Wealth
Illinois
$12.2M -$143K -231 -1%
CGL
1425
Clarius Group LLC
Washington
$12.2M -$900K -1,457 -8%
55 56
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58 59