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Name Holding Trade Value Shares
Change 		Change in
Stake
RFN
1601
RDA Financial Network
Iowa
$10M +$437K +587 +4%
BFIC
1602
Bedell Frazier Investment Counselling
California
$10M +$8.43M +11,327 +488%
ANTB
1603
AMG National Trust Bank
Colorado
$10M -$141K -189 -1%
AWM
1604
Aviso Wealth Management
Washington
$10M -$336K -452 -3%
SAM
1605
Sompo Asset Management
Japan
$9.99M -$499K -670 -5%
APW
1606
Aventura Private Wealth
Florida
$9.98M +$1.33M +1,782 +15%
AMM
1607
American Money Management
California
$9.98M +$396K +532 +4%
LWIC
1608
Leith Wheeler Investment Counsel
British Columbia, Canada
$9.96M -$1.3M -1,745 -11%
IPAM
1609
ICICI Prudential Asset Management
India
$9.94M +$1.85M +2,479 +22%
PFPT
1610
Pinnacle Financial Partners (Tennessee)
Tennessee
$9.94M -$8.79M -11,816 -47%
BHPW
1611
Beverly Hills Private Wealth
California
$9.94M -$1.1M -1,481 -10%
JAG
1612
Journey Advisory Group
Kentucky
$9.94M +$223K +300 +2%
TPA
1613
Trivium Point Advisory
Connecticut
$9.93M +$2.69M +3,610 +36%
TFA
1614
Transamerica Financial Advisors
Florida
$9.93M +$1.45M +1,954 +17%
MSAM
1615
Moloney Securities Asset Management
Missouri
$9.93M -$129K -173 -1%
YIH
1616
Y-Intercept (HK)
Hong Kong
$9.93M +$10.1M +13,517 New
CPC
1617
Consolidated Planning Corp
Georgia
$9.91M -$159K -214 -2%
HBT
1618
Hills Bank & Trust
Iowa
$9.91M -$166K -223 -2%
ATS
1619
Ashton Thomas Securities
New York
$9.88M +$878K +1,180 +10%
HWP
1620
Highline Wealth Partners
California
$9.87M +$46.9K +63 +0.5%
SB
1621
Strategic Blueprint
Georgia
$9.85M +$1.41M +1,888 +16%
B
1622
Bensler
Washington
$9.85M +$471K +633 +5%
BZWA
1623
Blue Zone Wealth Advisors
California
$9.84M +$6.83M +9,177 +217%
CAM
1624
Cypress Asset Management
Texas
$9.82M +$214K +287 +2%
SFG
1625
SevenBridge Financial Group
Pennsylvania
$9.81M +$685K +920 +6%
63 64
65
66 67