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Name Holding Trade Value Shares
Change 		Change in
Stake
OGC
1826
Oak Grove Capital
New Hampshire
$5.95M +$3.37M +5,515 +109%
CT
1827
Caldwell Trust
Florida
$5.93M +$370K +605 +6%
WWM
1828
WT Wealth Management
Arizona
$5.92M +$1.81M +2,960 +39%
LC
1829
Longitude (Cayman)
Cayman Islands
$5.91M +$1.01M +1,650 +19%
MCA
1830
Millennium Capital Advisors
Arkansas
$5.89M -$64.2K -105 -1%
MC
1831
Mirabaud & Cie
Switzerland
$5.89M -$3.17M -5,179 -33%
PGWM
1832
Parisi Gray Wealth Management
New Jersey
$5.88M +$41K +67 +0.6%
IA
1833
IFG Advisory
Georgia
$5.88M +$6.35M +10,383 +18,878%
HCA
1834
Harbour Capital Advisors
Virginia
$5.84M +$43.4K +71 +0.8%
CCG
1835
Cloverfields Capital Group
Minnesota
$5.83M +$155K +253 +3%
WIC
1836
WealthBridge Investment Counsel
Alberta, Canada
$5.8M +$899K +1,470 +17%
OWA
1837
One Wealth Advisors
California
$5.8M +$681K +1,114 +12%
WC
1838
Waterloo Capital
Texas
$5.8M +$26.3K +43 +0.4%
RWP
1839
Revolve Wealth Partners
New Jersey
$5.78M +$805K +1,316 +15%
CICC
1840
Capital Investment Counsel (Colorado)
Colorado
$5.78M +$33K +54 +0.5%
SWA
1841
SFMG Wealth Advisors
Texas
$5.77M +$163K +266 +3%
CPRC
1842
Consolidated Portfolio Review Corp
New York
$5.77M – – –
PRA
1843
Pine Ridge Advisers
New York
$5.77M – – –
CA
1844
CGN Advisors
Kansas
$5.76M -$306K -500 -5%
EWM
1845
Evergreen Wealth Management
Michigan
$5.75M +$115K +188 +2%
MW
1846
Maia Wealth
Colorado
$5.74M +$165K +270 +3%
LSWM
1847
Lorne Steinberg Wealth Management
Canada
$5.74M +$133K +218 +2%
AL
1848
Aspiriant LLC
California
$5.73M +$390K +637 +7%
GHAM
1849
Gilman Hill Asset Management
Connecticut
$5.73M +$284K +465 +5%
KFA
1850
Kelleher Financial Advisors
New York
$5.72M -$347K -568 -5%
72 73
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