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Name Holding Trade Value Shares
Change 		Change in
Stake
AG
1501
AlTi Global
New York
$4.21M +$3.88M +11,903 New
CA
1502
Claro Advisors
Massachusetts
$4.2M +$54.1K +166 +1%
GJWM
1503
Gilliland Jeter Wealth Management
Arkansas
$4.19M +$3.86M +11,851 New
GM
1504
GeoWealth Management
Illinois
$4.19M +$3.73M +11,446 +2,996%
TCM
1505
Telos Capital Management
California
$4.18M -$123K -377 -3%
WPP
1506
Whalerock Point Partners
Rhode Island
$4.18M +$659K +2,025 +21%
WAP
1507
Wealthcare Advisory Partners
Pennsylvania
$4.18M +$643K +1,975 +20%
CIA
1508
Capital Investment Advisors
Georgia
$4.17M +$1.22M +3,742 +47%
CSS
1509
Cubist Systematic Strategies
Connecticut
$4.17M -$1.79M -5,496 -32%
OM
1510
OV Management
Minnesota
$4.16M +$3.83M +11,764 New
AL
1511
Aspiriant LLC
California
$4.15M -$129K -396 -3%
CWA
1512
Clarity Wealth Advisors
California
$4.14M -$431K -1,325 -10%
CAAS
1513
Capital Asset Advisory Services
Michigan
$4.11M -$165K -506 -4%
MAM
1514
Mystic Asset Management
Rhode Island
$4.11M +$157K +482 +4%
AFA
1515
Abacus FCF Advisors
Florida
$4.11M +$3.78M +11,598 New
MCCA
1516
Mill Creek Capital Advisors
Pennsylvania
$4.1M +$1.51M +4,647 +67%
MWM
1517
Mission Wealth Management
California
$4.09M +$169K +520 +5%
AAS
1518
Annex Advisory Services
Wisconsin
$4.09M +$3.17M +9,722 +533%
KLCM
1519
KG&L Capital Management
Louisiana
$4.09M -$674K -2,071 -15%
MGIU
1520
M&G Investments (USA)
Illinois
$4.08M +$3.75M +11,528 New
CRWM
1521
Castle Rock Wealth Management
California
$4.08M +$141K +432 +4%
MIM
1522
Marco Investment Management
Georgia
$4.07M +$77.2K +237 +2%
AHB
1523
Abner Herrman & Brock
New Jersey
$4.07M +$5.86K +18 +0.2%
MCA
1524
Millennium Capital Advisors
Arkansas
$4.04M – – –
FWM
1525
Focused Wealth Management
New York
$4.04M -$95.4K -293 -3%
59 60
61
62 63