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Name Holding Trade Value Shares
Change 		Change in
Stake
TF
1526
Trek Financial
Arizona
$11.1M +$918K +1,233 +9%
CCA
1527
Checchi Capital Advisers
California
$11.1M -$1.7M -2,280 -13%
DWP
1528
Daymark Wealth Partners
Ohio
$11.1M +$779K +1,046 +7%
KIM
1529
Kestra Investment Management
Texas
$11.1M +$489K +657 +5%
PIA
1530
Prakash Investment Advisors
Massachusetts
$11M +$413K +555 +4%
ACM
1531
Alight Capital Management
New York
$11M -$3.72M -5,000 -25%
PC
1532
Permit Capital
Pennsylvania
$11M – – –
FFP
1533
FourThought Financial Partners
Florida
$11M +$87.8K +118 +0.8%
MWM
1534
Modern Wealth Management
Kansas
$11M +$2.81M +3,775 +34%
ZF
1535
Zhang Financial
Michigan
$10.9M +$1.2M +1,608 +12%
LFG
1536
Larson Financial Group
Missouri
$10.9M +$1.81M +2,427 +19%
BWP
1537
Balboa Wealth Partners
Arizona
$10.9M +$160K +215 +1%
BFA
1538
Buttonwood Financial Advisors
Maryland
$10.9M -$705K -947 -6%
CPBTD
1539
Central Pacific Bank - Trust Division
Hawaii
$10.9M -$87.8K -118 -0.8%
CA
1540
CoreCap Advisors
Michigan
$10.9M +$1.86M +2,504 +20%
IPGDR
1541
Investidor Profissional Gestao de Recursos
Brazil
$10.9M -$1.88M -2,525 -15%
CIM
1542
Contravisory Investment Management
Massachusetts
$10.9M -$498K -669 -4%
RP
1543
Rice Partnership
Hawaii
$10.8M +$284K +382 +3%
AG
1544
AlTi Global
New York
$10.8M +$2.19M +2,947 +25%
RIM
1545
Rakuten Investment Management
Japan
$10.8M +$97.7M +131,255 New
AG
1546
Algert Global
California
$10.8M +$67.7K +91 +0.6%
TS
1547
TradeWell Securities
Indiana
$10.8M +$65.5K +88 +0.6%
SS
1548
Sunbelt Securities
Texas
$10.7M +$311K +418 +3%
HI
1549
Harbour Investments
Wisconsin
$10.7M +$996K +1,338 +10%
AAM
1550
Auxier Asset Management
Oregon
$10.7M +$4.47K +6 +0%
60 61
62
63 64