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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1551
Sendero Wealth Management
Texas
$2.52M +$83.2K +337 +4%
NHC
1552
Nicholas Hoffman & Company
Georgia
$2.52M -$810K -3,281 -27%
FCP
1553
Fidelis Capital Partners
Florida
$2.51M +$76.2K +309 +4%
PGIM
1554
Pacific Global Investment Management
California
$2.51M -$21.5K -87 -1%
LI
1555
Latash Investments
Alaska
$2.51M -$2.13M -8,630 -50%
PWP
1556
Principle Wealth Partners
Connecticut
$2.5M -$121K -492 -5%
SFO
1557
Stokes Family Office
Louisiana
$2.49M -$54.5K -221 -2%
PRA
1558
Pine Ridge Advisers
New York
$2.49M -$83.2K -337 -4%
PCP
1559
Proficio Capital Partners
Massachusetts
$2.49M +$124K +504 +6%
RWB
1560
RMR Wealth Builders
New Jersey
$2.48M +$110K +445 +5%
TA
1561
Tiedemann Advisors
New York
$2.48M -$76.2K -309 -3%
CAWM
1562
Capital Advisors Wealth Management
Washington
$2.47M +$2.22K +9 +0.1%
SCI
1563
Stableford Capital II
Arizona
$2.47M +$2M +8,087 New
QAM
1564
Q3 Asset Management
Michigan
$2.47M +$2.12M +8,602 New
KWA
1565
Kingswood Wealth Advisors
California
$2.47M +$2.13M +8,612 New
NB
1566
NBT Bank
New York
$2.47M -$123K -498 -5%
SAM
1567
Selway Asset Management
$2.46M -$173K -700 -8%
SP
1568
SWS Partners
Ohio
$2.46M -$285K -1,156 -12%
SCP
1569
Shorepoint Capital Partners
Massachusetts
$2.46M +$401K +1,626 +23%
NAM
1570
NTV Asset Management
West Virginia
$2.45M +$424K +1,720 +25%
AC
1571
Arjuna Capital
North Carolina
$2.45M +$40.7K +165 +2%
PWW
1572
Pettyjohn Wood & White
Virginia
$2.44M +$16K +65 +0.8%
EAM
1573
EFG Asset Management
Oregon
$2.43M -$105K -425 -5%
WPP
1574
Whalerock Point Partners
Rhode Island
$2.43M +$61.4K +249 +3%
PFGIA
1575
Patriot Financial Group Insurance Agency
Massachusetts
$2.43M +$72.8K +295 +4%
61 62
63
64 65